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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: NIFTY Large Midcap 250 TRI
TER: 1.9% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 5,826.69 Cr As on 31-12-2024(Source:AMFI)
Turn over: 50% | Exit Load: Exit load of 1%, if redeemed within 90 days.
NAV as on 20-01-2025

851.57

3.25 (0.3816%)

CAGR Since Inception

16.18%

Benchmark: 16.22%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
NIFTY Large Midcap 250 TRI
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Gold
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PPF
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Returns Type:
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  Period:  

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RETURNS ANALYSIS

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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 14.51
Sharpe Ratio 0.17
Alpha -8.17
Beta 1.0
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 11.04 20.5 6.71 14.4 11.32
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 33.0 38.42 22.77 24.13 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 26.36 31.66 18.78 19.65 14.73
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 25.76 30.37 16.39 19.43 -
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 20.79 26.24 13.86 17.76 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 20.61 28.39 18.96 21.51 13.13
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 20.3 23.44 13.14 19.52 15.36
Axis Growth Opportunities Fund - Regular Plan - Growth 10-10-2018 20.22 27.21 12.25 20.43 -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 20.12 28.37 18.0 20.04 11.81
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 19.62 29.82 20.41 21.6 14.88

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

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PORTFOLIO

Market Cap Distribution

Small Cap

16.38%

Others

0.74%

Large Cap

45.75%

Mid Cap

36.74%

Scheme Documents

There are no scheme documents available

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