INF209K01165

CASPeR Ranking #182

Aditya Birla Sun Life Equity Advantage Fund Growth

Very High Risk Large & Mid-Cap Equity

NAV (Fri Dec 13 2024)

₹920

Returns (Since Inception)

10.29%

Category Average

19.73%

Rating

1

Allocation and Holdings

Asset class

Weightage

Financial Services

11.71%

Technology

4.16%

Energy

4.50%

Healthcare

2.51%

Industrials

2.25%

Basic Materials

2.10%

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Overall rating

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Scheme Information

Fund name

Aditya Birla Sun Life Equity Advantage Fund Growth


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹5871.83 Cr


ISIN

INF209K01165


Inception Date

Feb 24 1995


Standard Deviation

14.662


Beta

1


Sharpe Ratio

0.303


Benchmark

S&P BSE 250 LargeMidcap Index TR INR


Expense Ratio

1.900%


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

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