Aditya Birla Sun Life Equity Advantage Fund -Regular - IDCW

(Erstwhile Aditya Birla Sun Life Advantage Fund -Regular Dividend)
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: 1.93% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 5,410.36 Cr As on 31-03-2025(Source:AMFI)
Turn over: 50% | Exit Load: Exit load of 1%, if redeemed within 90 days.

131.01

15.82%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 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
12 Years 4 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 13.91
Sharpe Ratio 0.55
Alpha -3.78
Beta 0.98
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 - IDCW 24-02-1995 4.17 18.4 9.96 20.29 10.57
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 15.48 31.45 21.57 25.46 14.83
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 12.96 28.14 20.24 26.29 15.35
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 11.78 23.11 15.61 24.48 15.73
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 11.68 27.83 20.91 29.38 13.44
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 11.52 27.82 20.96 30.61 15.05
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 11.46 21.84 14.33 25.45 11.4
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 11.41 28.19 19.94 27.73 12.3
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 11.39 25.68 18.66 26.54 15.57
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 10.81 25.03 14.86 23.16 14.25

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

11.36%

Others

1.98%

Large Cap

51.76%

Mid Cap

34.92%

Feedback
Notification