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: 1.89% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 5,745.66 Cr As on (30-04-2024)
Turn over: 51% | Exit Load: 1% for redemption within 90 days

822.66

16.52%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 14.02
Sharpe Ratio 0.62
Alpha -4.38
Beta 0.96
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 24-02-1995 34.0 20.05 14.3 15.95 14.69
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 65.64 36.0 28.41 28.33 22.66
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 56.46 35.28 25.97 22.14 16.51
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 52.49 37.64 27.09 - -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 49.86 30.98 22.57 19.66 16.75
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 49.0 26.28 23.53 - -
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 48.29 30.4 22.3 20.63 -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 47.83 30.06 23.62 20.52 14.71
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 47.74 31.55 25.93 22.67 14.78
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 46.37 30.17 22.95 20.97 15.26

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.87%

Others

0.93%

Large Cap

51.01%

Mid Cap

36.23%

Feedback
Notification