Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

(Erstwhile Aditya Birla Sun Life Advantage Fund - Regular Growth)

Category: Equity: Large and Mid Cap
Launch Date: 24-02-1995
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
Expense Ratio: 2.0% As on (31-12-2019)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 4,951.98 Cr As on (31-12-2019)
Turn over: 71.00
NAV as on 24-01-2020

443.11

5.38 (1.2141%)

CAGR Since Inception

16.71%

NIFTY LARGE MIDCAP 250 TRI 14.71%

PERFORMANCE of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Scheme Performance (%) Data as on - 24-01-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 16.38 9.24 8.66 11.56 16.71
NIFTY LARGE MIDCAP 250 TRI 11.21 12.72 9.41 11.4 14.71
Equity: Large and Mid Cap 15.24 11.12 8.32 11.29 13.41

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Satyabrata Mohanty

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA. He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.

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.

RETURNS CALCULATOR for Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 15.51 0.86 -2.12 1.09 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Period
Data as on - 24-01-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 24-02-1995 16.38 -0.33 9.24 8.66 11.56
Kotak Equity Opportunities Fund - Growth 05-09-2004 20.31 5.24 13.01 10.1 12.52
Axis Growth Opportunities Fund - Regular Plan - Growth 05-10-2018 20.14 0.0 0.0 0.0 0.0
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 15-07-2010 20.0 5.33 16.42 15.46 0.0
Tata Large & Mid Cap Fund- Regular Plan - Growth 31-03-1993 19.39 3.98 11.48 8.69 11.15
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 18.49 1.98 11.28 10.37 12.66
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 17.87 -2.99 9.55 5.68 8.18
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 25-02-2015 17.63 3.71 12.95 0.0 0.0
Sundaram Large and Midcap Growth 27-02-2007 17.15 5.8 14.7 10.65 11.0
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 16.98 -3.76 8.69 4.89 7.53

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Asset Allocation (%)