Aditya Birla Sun Life Equity Advantage Fund Growth

Risk: Very High
₹ 913.80
NAV (Jul 26,2024)

The Aditya Birla Sun Life Equity Advantage Fund - Growth is a popular investment option in India. With an expense ratio of 1.89 and a price-to-earnings ratio of 46.78, this fund offers the potential for growth in the market. With a minimum investment of INR 1000, it is accessible to a wide range of investors. Established in 1995, this fund has a track record of success and manages a significant asset under management of INR 5566.35 crore.

Aditya Birla Sun Life Equity Advantage Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Equity Advantage Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    46.78
  • P/B Ratio
    UM_URBAN_MONEY

    7.74
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.97
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.89%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 5566.35 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,143.05 (11.43%)₹ 11,892.86 (18.93%)₹ 13,390.73 (33.91%)₹ 14,586.14 (45.86%)₹ 23,711.76 (137.12%)
₹ 30,000₹ 33,429.15 (11.43%)₹ 35,678.58 (18.93%)₹ 40,172.19 (33.91%)₹ 43,758.42 (45.86%)₹ 71,135.28 (137.12%)
₹ 50,000₹ 55,715.25 (11.43%)₹ 59,464.3 (18.93%)₹ 66,953.65 (33.91%)₹ 72,930.7 (45.86%)₹ 1,18,558.8 (137.12%)
₹ 80,000₹ 89,144.4 (11.43%)₹ 95,142.88 (18.93%)₹ 1,07,125.84 (33.91%)₹ 1,16,689.12 (45.86%)₹ 1,89,694.08 (137.12%)
₹ 1,00,000₹ 1,11,430.5 (11.43%)₹ 1,18,928.6 (18.93%)₹ 1,33,907.3 (33.91%)₹ 1,45,861.4 (45.86%)₹ 2,37,117.6 (137.12%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Limited5.82%
  • HDFC Bank Limited4.50%
  • Reliance Industries Limited4.18%
  • Infosys Limited3.13%
  • Bajaj Finance Limited1.93%
  • JK Cement Limited1.87%
  • Tata Motors Limited1.87%
  • Coforge Limited1.85%
  • TVS Motor Company Limited1.85%
  • POLYCAB INDIA Limited1.80%
  • Fortis Healthcare Limited1.76%
  • Titan Company Limited1.74%
  • Bharti Airtel Limited1.72%
  • Trent Limited1.71%
  • Bharat Electronics Limited1.70%
  • Clearing Corporation of India Limited1.65%
  • State Bank of India1.64%
  • Sun Pharmaceutical Industries Limited1.61%
  • United Spirits Limited1.56%
  • Bharat Forge Limited1.55%
  • The Federal Bank Limited1.52%
  • LTIMindtree Ltd1.50%
  • Schaeffler India Limited1.49%
  • REC Limited1.45%
  • Hindustan Aeronautics Limited1.41%
  • IndusInd Bank Limited1.40%
  • Jindal Steel & Power Limited1.38%
  • Go Fashion India Limited1.35%
  • InterGlobe Aviation Limited1.31%
  • Jubilant Foodworks Limited1.29%
  • Minda Industries Ltd1.28%
  • ABB India Limited1.24%
  • Affle India Limited1.23%
  • TIMKEN INDIA LTD1.22%
  • Phoenix Mills Limited1.21%
  • Bank of India1.21%
  • Devyani International Limited1.20%
  • Aarti Industries Limited1.19%
  • Container Corporation of India Limited1.17%
  • The Ramco Cements Limited1.16%
  • The Indian Hotels Company Limited1.15%
  • IDFC First Bank Limited1.15%
  • Kajaria Ceramics Limited1.12%
  • Manappuram Finance Limited1.10%
  • Axis Bank Limited1.09%
  • Samvardhana Motherson International Limited1.08%
  • Chalet Hotels Limited1.06%
  • Mahindra & Mahindra Financial Services Limited1.05%
  • Honeywell Automation India Limited1.05%
  • Sona BLW Precision Forgings Limited1.04%
  • Crompton Greaves Consumer Electricals Limited1.01%
  • Ashok Leyland Limited1.01%
  • Sundram Fasteners Limited0.93%
  • Sunteck Realty Limited0.93%
  • Cholamandalam Investment and Finance Company Limited0.92%
  • Rategain Travel Technologies Limited0.89%
  • Atul Limited0.89%
  • Kalpataru Projects International Ltd0.85%
  • Rolex Rings Limited0.84%
  • FSN E Commerce Ventures Limited0.84%
  • VIP Industries Limited0.80%
  • Clean Science & Technology Limited0.80%
  • Navin Fluorine International Limited0.78%
  • Star Health & Allied Insurance Limited0.77%
  • Gokaldas Exports Ltd0.73%
  • HDFC Life Insurance Company Limited0.70%
  • JSW Infrastructure Ltd0.69%
  • Mahindra & Mahindra Limited0.62%
  • MTAR Technologies Limited0.59%
  • Craftsman Automation Ltd0.59%
  • Bank of Baroda0.50%
  • One Communications Limited0.34%
  • Honasa Consumer Ltd0.33%
  • Dalmia Bharat Limited0.24%
  • SAMHI Hotels Ltd0.09%
  • Net Receivables Payables-0.18%

Holdings Analysis

Fund Managers

AP

Mr. Atul PenkarFund Manager/Analyst

Mr. Atul Penkar has more than 9 years Of experience in Research

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FAQ's

What is the risk level associated with the Aditya Birla Sun Life Equity Advantage Fund - Growth?

The Aditya Birla Sun Life Equity Advantage Fund - Growth is a high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Equity Advantage Fund - Growth as of Jul 26,2024?

The current NAV of the Aditya Birla Sun Life Equity Advantage Fund - Growth as of Jul 26,2024 is INR 913.80.

What are the returns generated by the Aditya Birla Sun Life Equity Advantage Fund - Growth over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Equity Advantage Fund - Growth has delivered impressive returns of 33.02% in the past 1 year, 13.89% in the past 3 years, and 15.26% in the past 5 years.

What is the expense ratio associated with the Aditya Birla Sun Life Equity Advantage Fund - Growth?

The Aditya Birla Sun Life Equity Advantage Fund - Growth has an expense ratio of 1.89%, which refers to the annual fee charged by the fund for managing investments.

What is the minimum investment amount required for the Aditya Birla Sun Life Equity Advantage Fund - Growth?

The Aditya Birla Sun Life Equity Advantage Fund - Growth has a minimum investment requirement of INR 1000.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Equity Advantage Fund - Growth?

SIP is available for Aditya Birla Sun Life Equity Advantage Fund - Growth with a minimum investment of INR 1000 per month.

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