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: 1.92% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 5,491.47 Cr As on (30-04-2025)
Turn over: 50
NAV as on 30-05-2025

884.37

-3.59 (-0.4059%)

CAGR Since Inception

16.19%

NIFTY Large Midcap 250 TRI 16.19%

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

Scheme Performance (%) Data as on - 30-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 7.23 15.4 21.63 11.41 16.19
NIFTY LARGE MIDCAP 250 TRI 10.1 21.29 28.21 15.62 16.19
Equity: Large and Mid Cap 9.98 20.68 26.16 14.15 14.73

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Vishal Gajwani

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

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

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 13.91 0.34 -6.61 1.01 - -
Equity: Large and Mid Cap - - - - - -

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

Period
Data as on - 30-05-2025
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 7.23 18.93 15.4 21.63 11.41
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 23.36 34.96 30.84 31.62 0.0
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 19.67 32.01 25.76 26.56 15.04
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 14.19 22.05 16.96 25.89 11.37
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 13.84 27.4 23.65 30.37 15.17
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 12-02-2024 13.45 0.0 0.0 0.0 0.0
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 13.34 0.0 0.0 0.0 0.0
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 13.01 27.65 23.7 29.14 13.34
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 12.74 22.64 18.69 25.13 15.64
DSP Large & Mid Cap Fund - Regular Plan - Growth 16-05-2000 11.48 26.91 22.83 26.54 15.23

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

Asset Allocation (%)