scripbox logo
    scripbox logo
    search iconsearch icon
    user avatarLogin
    • right-arrow
    • Mutual Funds
      right-arrow
    • Aditya Birla Sun Life Mutual Fund
      right-arrow
    • Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A)

    Formerly Aditya BSL Advantage DR

    Aditya Birla Sun Life Mutual Fund

    Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A)

    EquityDiversified

    Top Ranked

    131.91

    NAV (Sep 23)

    13.7%
    5 Year CAGR
    Scripbox Opinion

    Top Ranked

    Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) is a good choice within diversified mutual funds.

    Scripbox recommends other funds for investment in diversified.

    Click here to see our recommendations.

    Diversified 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 ->

    Track Record

    26 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    5,928 Cr. Category leader in size

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

    Invest in this fund
    Explore a better alternative to this fund with a Scripbox plan.
    Build Long Term Wealth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education

    No single fund can achieve what a plan can. Learn why

    chart-amc-about

    Historical NAV

    131.91

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    73.5%
    Last 3Y
    19.1%
    Last 5Y
    13.7%
    Last 10Y
    17.2%
    Since Inception
    18.3%
    6 Month CAGR
    27.3%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.95
    Launched (26y ago)
    Feb 24, 1995
    AUM in Crores
    5927.451
    ISIN
    INF209K01CE5
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty LargeMidcap 250 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Satyabrata Mohanty

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

    build-long-item-wealth-img

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    Aditya Birla Sun Life AMC Ltd manages assets worth 315,409 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

    amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    17.8%

    15.1%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    7.2%

    top-ranked-badge

    5.1%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A)

    About Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A)

    Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 18.3% over a period of 26 years. The fund was previously known as Aditya BSL Advantage DR . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Satyabrata Mohanty

    Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Feb 24, 1995. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-23 is ₹131.91. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹5927.451. The category risk of the Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 1.95 % as expense ratio.

    Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.9% in this asset class. The top three holdings of the fund are , bajaj finance ltd , icici bank ltd , crompton greaves consumer electricals ltd , larsen & toubro infotech ltd , infosys ltd , jk cement ltd , gujarat gas ltd , srf ltd , state bank of india , voltas ltd , mindtree ltd , info edge (india) ltd , pi industries ltd , atul ltd , axis bank ltd , hdfc bank ltd , hcl technologies ltd , ramco cements ltd , aarti industries ltd , kajaria ceramics ltd , indusind bank ltd , ashok leyland ltd , jubilant foodworks ltd , natco pharma ltd , l&t technology services ltd , clearing corporation of india limited , indian railway catering and tourism corp ltd , coforge ltd , gland pharma ltd , honeywell automation india ltd , v-guard industries ltd , reliance industries ltd , whirlpool of india ltd , cholamandalam investment and finance co ltd , birlasoft ltd , sona blw precision forgings ltd , tata consultancy services ltd , affle india ltd , zomato ltd , metropolis healthcare ltd , polycab india ltd , icici lombard general insurance co ltd , avanti feeds ltd , kpit technologies ltd , cadila healthcare ltd , epl ltd ordinary shares , tata motors ltd , syngene international ltd , fortis healthcare ltd , cartrade tech ltd , anupam rasayan india ltd , strides pharma science ltd , pvr ltd , route mobile ltd ordinary shares , abb india ltd , reliance industries limited , au small finance bank ltd , net receivables / (payables) , mtar technologies ltd

    Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) Investment volatility and Horizon

    This fund 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 IISL Nifty LargeMidcap 250 TR INR

    Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) Review

    Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Equity Advantage Fund Rnvstmnt Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 5 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    filter
    Show Calculator