SM
Satyabrata MohantyFund Manager Since 17 Oct 2011
EquityLarge & Mid-Cap
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth
3Y Annualised
8.96%
-1.07% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-4.63%
-1.07% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
8 years 1 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹5006.78 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0.01%
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 Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
43rd
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth
-4.63%
Fund Managers
About Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth is a Equity mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth has ₹5006.78 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth as of Tue Mar 11 2025 is ₹868.75. The fund has an expense ratio of 1.16%, which is medium comparable to most other Equity funds.
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth returns for the last 1 year are 0.88%. Since launch, it has delivered 14.65% average annual returns.
The Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth has the majority of its money invested in Financial Services, Technology, Energy, Basic Materials, Industrials, Healthcare sectors.
Top 5 Holdings of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth.
- ICICI Bank Ltd: 4.67%
- Infosys Ltd: 4.43%
- Reliance Industries Ltd: 2.87%
- HDFC Bank Ltd: 2.80%
- JK Cement Ltd: 2.58%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
8.24%
expense ratio
0.62%
fund size
₹653.00 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
15.65%
expense ratio
0.83%
fund size
₹5266.89 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
8.64%
expense ratio
1.02%
fund size
₹1373.98 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
11.92%
expense ratio
1.02%
fund size
₹13629.04 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2144.49 Cr
FAQs
What is the current NAV of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth?
What are the average returns of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth?
How do I invest in Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth?
What is the expense ratio of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth?
What are net assets under management (AUM) of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth?
What is the PE and PB ratio of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth?
What are the top 5 holdings of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth?
What are the top 3 sectors that Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth has invested in?
Who is the manager of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth?
What is the exit load of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth?
How to Redeem Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth?
