CASPeR Ranking #179
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth
NAV (Tue Jan 14 2025)
₹928
Returns (Since Inception)
5.80%
Category Average
14.73%
Rating
2
Allocation and Holdings
Asset class
Weightage
Financial Services
9.73%
Technology
4.24%
Healthcare
2.76%
Energy
4.50%
Basic Materials
2.27%
Industrials
2.20%
Consumer Cyclical
1.80%
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4.5Overall rating
Scheme Information
Fund name
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth
Minimum SIP
100
Risk Level
Very High Risk
AUM
₹5826.69 Cr
ISIN
INF209K01VH8
Inception Date
Jan 01 2013
Standard Deviation
14.604
Beta
1
Sharpe Ratio
0.269
Benchmark
S&P BSE 250 LargeMidcap Index TR INR
Expense Ratio
1.140%
Exit Load
For redemption/switch-out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 365 days from the date of allotment: NIL.
Risk
Very High Risk
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.
Fund Managers
Satyabrata Mohanty
About the AMC
Aditya Birla Sun Life AMC Ltd
Phone Number
+91 22 43568000Email Address
care.mutualfunds@adityabirlacapital.comCorporate Office Address
Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone RoadOverall AUM
₹5826.69 Cr
Website
www.adityabirlasunlifemf.comPopular Hybrid Funds
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