• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A)

Formerly Aditya BSL Advantage DR

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A)

EquityLarge & Mid Cap

145.69

NAV (Jun 14)

16%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

145.69

NAV (Jun 14)

Fund Returns

Last 1Y
36.6%
Last 3Y
13.7%
Last 5Y
16.4%
Last 10Y
14.4%
Since Inception
17.2%
6 Month CAGR
15.9%

Scheme Information

Investment Objective

The objective of the scheme is to achieve long-term growth of capital,at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.

Expense Ratio
1.89
Launched (29y ago)
Feb 24, 1995
AUM in Crores
5761.969
ISIN
INF209K01CE5
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13.9
Standard Deviation (5yr)
20.8
Beta (3yr)
1
Beta (5yr)
1.03
Sharpe Ratio (3yr)
0.517
Sharpe Ratio (5yr)
0.511
YTM
0
Fund Managers

Dhaval Joshi

Fund Manager

Atul Penkar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A)70%10,92,933 3,60,32116%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-14

Top Stock Holdings

icici bank ltd

4.1%
4.1%

reliance industries ltd

3.7%
3.7%

hdfc bank ltd

3.5%
3.5%

infosys ltd

2.9%
2.9%

larsen & toubro ltd

2.3%
2.3%
See all holdings

Allocation by Sector

consumer cyclical

25.6%
25.6%

financial services

21.8%
21.8%

industrials

18.3%
18.3%

energy

7.4%
7.4%

basic materials

7.3%
7.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 22,620 cr

₹ 15,161 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 371,290 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR

-

4.8%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) Review

Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 17.3% over a period of 29 years. The fund was previously known as Aditya BSL Advantage DR. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Atul Penkar, Dhaval Joshi.

Nav of Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) as of 6/14/2024 is ₹145.69 with the total AUM as of 6/16/2024 is ₹5761.969. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) was launched on Feb 24, 1995. The category risk of the fund is Very High Risk.

The minimum SIP amount for Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty LargeMidcap 250 TR INR.

Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) is rated as a 1 fund in Equity and delivered 35.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A).

Frequently Asked Questions

What is Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A)?

Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A)?

You can invest in Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A)?

The minimum sip amount for Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) is a Not Recommended fund. You can investAditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A)?

The expense ratio of the Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) is 1.89% for regular plan.