Aditya Birla Sun Life Equity Advantage Fund Idcw Direct Plan

Risk: Very High
₹ 231.95
NAV (Jul 26,2024)

Invest in the Aditya Birla Sun Life Equity Advantage Fund - IDCW - Direct Plan for a bright financial future. With an expense ratio of 1.07, PE ratio of 46.78, and PB ratio of 7.74, this fund offers great potential for growth. With a minimum investment of INR 1000 and no lock-in period, it provides flexibility to investors. Established in 2013, this fund has an AUM of INR 5566.35. Start investing today and take advantage of the booming Indian stock market.

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

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Equity Advantage Fund Idcw 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 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₹ 11,165.49 (11.65%)₹ 11,940.71 (19.41%)₹ 13,501.27 (35.01%)₹ 14,958.59 (49.59%)₹ 24,759.32 (147.59%)
₹ 30,000₹ 33,496.47 (11.65%)₹ 35,822.13 (19.41%)₹ 40,503.81 (35.01%)₹ 44,875.77 (49.59%)₹ 74,277.96 (147.59%)
₹ 50,000₹ 55,827.45 (11.65%)₹ 59,703.55 (19.41%)₹ 67,506.35 (35.01%)₹ 74,792.95 (49.59%)₹ 1,23,796.6 (147.59%)
₹ 80,000₹ 89,323.92 (11.65%)₹ 95,525.68 (19.41%)₹ 1,08,010.16 (35.01%)₹ 1,19,668.72 (49.59%)₹ 1,98,074.56 (147.59%)
₹ 1,00,000₹ 1,11,654.9 (11.65%)₹ 1,19,407.1 (19.41%)₹ 1,35,012.7 (35.01%)₹ 1,49,585.9 (49.59%)₹ 2,47,593.2 (147.59%)

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 - IDCW - Direct Plan?

The Aditya Birla Sun Life Equity Advantage Fund - IDCW - 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 - IDCW - Direct Plan as of Jul 26,2024?

The current NAV of the Aditya Birla Sun Life Equity Advantage Fund - IDCW - Direct Plan as of Jul 26,2024 is INR 231.95.

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

The Aditya Birla Sun Life Equity Advantage Fund - IDCW - Direct Plan has delivered strong returns of 34.11% in the past year, 14.86% in the past 3 years, and 16.27% in the past 5 years.

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

The Aditya Birla Sun Life Equity Advantage Fund - IDCW - Direct Plan has a 1.07% expense ratio.

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

The Aditya Birla Sun Life Equity Advantage Fund - IDCW - Direct Plan requires a minimum investment amount of INR 1000.

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

Yes, you can start a Systematic Investment Plan (SIP) for the Aditya Birla Sun Life Equity Advantage Fund - IDCW - Direct Plan with a minimum investment of INR 1000 per month.

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