Aditya Birla Sun Life Equity Advantage Fund Growth Direct Plan

985.03
NAV (Jul 23,2024)

The Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan is an investment option in India with a minimum investment of INR 1000. It has an expense ratio of 1.07% and offers growth opportunities. The fund was established on January 1, 2013 and has an AUM (Assets Under Management) of INR 5566.35 crore. With a PE ratio of 46.779 and PB ratio of 7.743, this plan aims to provide investors with long-term capital appreciation.

Aditya Birla Sun Life Equity Advantage Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Equity Advantage Fund Growth Direct Plan 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

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.07%

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 25, 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 %)

11,296.32 (12.96%)11,743.28 (17.43%)13,482.02 (34.82%)14,912.87 (49.13%)24,356.87 (143.57%)
33,888.96 (12.96%)35,229.84 (17.43%)40,446.06 (34.82%)44,738.61 (49.13%)73,070.61 (143.57%)
56,481.6 (12.96%)58,716.4 (17.43%)67,410.1 (34.82%)74,564.35 (49.13%)1,21,784.35 (143.57%)
90,370.56 (12.96%)93,946.24 (17.43%)1,07,856.16 (34.82%)1,19,302.96 (49.13%)1,94,854.96 (143.57%)
1,12,963.2 (12.96%)1,17,432.8 (17.43%)1,34,820.2 (34.82%)1,49,128.7 (49.13%)2,43,568.7 (143.57%)

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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Compare with similar Funds

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

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

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

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

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

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

vs

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

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

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

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FAQ's

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

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

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan as of Jul 23,2024?

The current NAV of the Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan as of Jul 23,2024 is INR 985.03.

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

The Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan has shown strong returns with 34.11% over 1 year, 14.86% over 3 years, and 16.27% over 5 years.

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

The Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan has a competitive expense ratio of 1.07%, making it an attractive option for investors seeking growth opportunities.

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

The minimum investment amount required for the Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan is INR 1000.

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

Yes, the Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan offers SIP with a minimum investment of INR 1000 per month.

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