Aditya Birla Sun Life Equity Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl

Aditya Birla Sun Life Equity Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by . The fund could potentially beat inflation in the long-run.

1. Aditya Birla Sun Life Equity Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl has ₹5491 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 1.2.
   

Aditya Birla Sun Life Equity Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl has given a CAGR return of 15.06% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.06%, 16.32% and 22.35% respectively.

Aditya Birla Sun Life Equity Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Basic Materials, Energy, Health, Tech, Communication, Consumer Defensive, Utilities, Real Estate. Its top holdings are ICICI Bank Ltd, Reliance Industries Ltd, HDFC Bank Ltd, JK Cement Ltd, Infosys Ltd

As it is a large & mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Aditya Birla Sun Life Equity Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl has no lock in period.