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Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan

Equity | Large & Mid Cap

(NAV as of 16/04/2024)
868.60 (-0.25)

3Y Returns

14.84%

Min SIP

1000

Min Lumpsum

1000

Expense Ratio

1.07%

Fund Size

5566 Cr

Inception Date

01-Jan-13

Fund Manager

Atul Penkar

Exit Load

1% on or before 90D, Nil after 90D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

98.53%

Debt & Others

1.47%

Market Cap Allocation

Large Cap

50.26%

Mid Cap

31.11%

Small Cap

17.16%

Other Cap

1.47%

Sector Allocation

Banks

17.79%

Automobiles

11.56%

Internet and Technology

8.88%

Finance

7.15%

Retailing

5.06%

Top Ten Holdings

Reliance Industries Ltd

4.61%

ICICI Bank Ltd

4.57%

Infosys Ltd

3.84%

HDFC Bank Ltd

3.83%

J.K. Cement Ltd

2.16%

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.

Fund House Detail

AMC Name

Aditya Birla Sun Life AMC Limited

Address

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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