Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth - Latest NAV ₹580.42, Returns, Performance & Portfolio

Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth

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    14.47%
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    (+4.75)580.42

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 14.06 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years14.47%
3 Years9.63%
1 Year70.68%
6 Months29.98%
Fund Details
ISININF209K01VH8
RiskVery High Risk
Fund TypeLarge & Mid-Cap
NAV580.42
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd5.63%
Bajaj Finance Ltd5.46%
Infosys Ltd5.32%
Larsen & Toubro Infotech Ltd4.42%
ICICI Bank Ltd4.4%
Crompton Greaves Consumer Electricals Ltd4.21%
Voltas Ltd Shs Dematerialised3.85%
JK Cement Ltd3.71%
State Bank of India3.39%
Affle India Ltd3.3%

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

The main objective of Aditya Birla Sun Life Equity Advantage Fund is to provide long-term capital appreciation by assuming moderate levels of risk. The portfolio of this fund is a very diversified one and predominantly includes large and midcap stocks.

Pros and Cons of Aditya Birla Sun Life Equity Advantage Fund - Direct Plan - Growth

The main advantage of investing in Aditya Birla Sun Life Equity Advantage Fund is that you get the benefit of diversification. This fund is ideal for long-term financial planning. On the flip side, this fund needs investors to stay invested for a long period as it is exposed to equities. Also, this fund does not have the potential to provide high returns as small-cap funds do.

Fund Information and Statistics

i) Inception/Launch Date Aditya Birla Sun Life Equity Advantage Fund was launched on 25 February 1995.

ii) Risk Level Aditya Birla Sun Life Equity Advantage Fund is less risky when compared to small-cap funds. On the other hand, it is riskier as compared to debt funds.

iii) Redemption Aditya Birla Sun Life Equity Advantage Fund is an open-ended mutual fund, and hence you can place redemption requests any time.

iv) Fund Manager Mr Satyabrata Mohanty is the current fund manager of Aditya Birla Sun Life Equity Advantage Fund.

v) Entry/Exit Load As per the norms of the Securities and Exchange Board of India (SEBI), there is no entry load levied on investors. On the other hand, redemptions made within 365 days of investment would result in an exit load of 1%. It is nil after that.

About Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund (ABSLMF) registered itself with the Securities and Exchange Board of India (SEBI) in December 1994. The sponsors of the fund house are Sun Life (India) AMC Investments Inc and Aditya Birla Capital Limited (ABCL). Aditya Birla Sun Life Trustee Company Private Limited is the trustee of the fund house.

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Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 14.06 Lakhs in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns