Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
(Erstwhile Aditya Birla Sun Life Advantage Fund - Regular Growth)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 24-02-1995 |
| Asset Class: Equity |
| Benchmark: S&P BSE 250 Large MidCap TRI |
| TER: 1.92% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,525.56 Cr As on (31-03-2024) |
| Turn over: 53% | Exit Load: 1% for redemption within 90 days |
800.12
-10.77 (-1.346%)
16.43%
Benchmark: 13.48%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 11 Months
4 Years 7 Months
4 Years 9 Months
10 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to achieve long-term growth at relatively moderate levels of risk through a diversified investment approach, the investment emphasis of the scheme would be on identifying companies with sound corporate managements and prospects of good future growth.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.85 |
| Sharpe Ratio | 0.57 |
| Alpha | -4.32 |
| Beta | 0.95 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.7%
Others
1.84%
Large Cap
51.75%
Mid Cap
36.72%
