Formerly Aditya BSL Advantage DR
₹ 132.36
NAV (Apr 22)
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 132.36
NAV (Apr 22)
Last 1Y | 36% |
Last 3Y | 13.5% |
Last 5Y | 14.4% |
Last 10Y | 14.7% |
Since Inception | 17% |
6 Month CAGR | 15.2% |
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 | 1.92 |
Launched (29y ago) | Feb 24, 1995 |
AUM in Crores | 5525.561 |
ISIN | INF209K01CE5 |
Lock-in | No Lock-in |
Benchmark | Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.8 |
Standard Deviation (5yr) | 20.8 |
Beta (3yr) | 0.97 |
Beta (5yr) | 1.02 |
Sharpe Ratio (3yr) | 0.538 |
Sharpe Ratio (5yr) | 0.481 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A) | 10,47,861 | 3,15,249 | 14.4% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
reliance industries ltd
4%icici bank ltd
3.8%hdfc bank ltd
3.4%infosys ltd
3.3%larsen & toubro ltd
2.1%consumer cyclical
24.6%financial services
22.3%industrials
16%basic materials
6.8%energy
6.6%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Aditya Birla Sun Life AMC Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 4.6% | ||
5.8% | 7.4% | ||
5.8% | 6.8% | ||
5.8% | 7.3% | ||
5.8% | 7.1% |
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% 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 4/22/2024 is ₹132.36 with the total AUM as of 4/23/2024 is ₹5525.561. 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 36% 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).
What is Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt (RIDCW-A)?
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 1.92% for regular plan.