Aditya Birla Sun Life Equity Advantage Fund Growth
Get the latest NAV of Aditya Birla Sun Life Equity Advantage Fund Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹880.69
▲0.4%1D
NAV as on 16 May 2025
16.93%/per year
Since Inception
▲▼
Aditya Birla Sun Life Equity Advantage Fund Growth Performance vs. NIFTY 500
Fund returns vs Benchmark returns vs Category Average returns as on (16-May-25)
The fund has underperformed the benchmark (NIFTY 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Aditya Birla Sun Life Equity Advantage Fund Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Aditya Birla Sun Life Equity Advantage Fund Growth Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 97.9%
Debt & Cash 2.1%
Aditya Birla Sun Life Equity Advantage Fund Growth Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 97.9%
Debt & Cash 2.1%
Top 3 Sectors in April were Financial Services, Consumer Cyclical & Industrial
Financial Services
28%
Consumer Cyclical
21%
Industrial
13%
Financial Services
26%
Consumer Cyclical
21%
Industrial
15%
Aditya Birla Sun Life Equity Advantage Fund Growth Holdings Details
as on (30-Apr-25)
Equity
Aditya Birla Sun Life Equity Advantage Fund Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.92% |
Benchmark | Nifty LargeMidcap 250 TR INR |
| AUM | ₹5491 Cr |
| Inception Date | 24 February, 1995 |
| Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 52.64% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Aditya Birla Sun Life Equity Advantage Fund Growth
Aditya Birla Sun Life Equity Advantage Fund Growth is an equity fund. This fund was started on 24 February, 1995. The fund is managed by . The fund could potentially beat inflation in the long-run.
Key Parameters
- Aditya Birla Sun Life Equity Advantage Fund Growth has ₹5491 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 1.9.
Returns
Aditya Birla Sun Life Equity Advantage Fund Growth has given a CAGR return of 16.93% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.98%, 16.56% and 22.19% respectively.
Holdings
Aditya Birla Sun Life Equity Advantage Fund Growth 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
Taxation
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 benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Aditya Birla Sun Life Equity Advantage Fund Growth
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 and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Aditya Birla Sun Life Equity Advantage Fund Growth has no lock in period.
- AUM of the fund stands at 5.5K Cr as of Apr'25
- AUM increased by 81.1 Cr between Apr'25 and Mar'25
More funds from Aditya Birla Sun Life
5Y CAGR
▲ 36.60
Frequently Asked Questions for Aditya Birla Sun Life Equity Advantage Fund Growth
What is the current NAV of Aditya Birla Sun Life Equity Advantage Fund Growth?
What are the average returns of Aditya Birla Sun Life Equity Advantage Fund Growth?
Aditya Birla Sun Life Equity Advantage Fund Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 7.16% | 7.16% |
6 Month Returns | 3.2% | 3.2% |
1 Year Returns | 7.98% | 7.98% |
3 Years Returns | 58.35% | 16.56% |
How do I invest in Aditya Birla Sun Life Equity Advantage Fund Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Aditya Birla Sun Life Equity Advantage Fund Growth?
What is net assets under management (AUM) of Aditya Birla Sun Life Equity Advantage Fund Growth?
What are the top 5 holdings of Aditya Birla Sun Life Equity Advantage Fund Growth?
What are the top 3 sectors that this Aditya Birla Sun Life Equity Advantage Fund Growth has invested in?
What is the alpha of Aditya Birla Sun Life Equity Advantage Fund Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Equity Advantage Fund Growth | -3.2 | -6.38 | -5.54 |
What is the beta of Aditya Birla Sun Life Equity Advantage Fund Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Equity Advantage Fund Growth | 1.06 | 1.01 | 1 |
What is the sharpe ratio of Aditya Birla Sun Life Equity Advantage Fund Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Equity Advantage Fund Growth | -0.11 | 0.31 | 0.89 |
What is the standard deviation of Aditya Birla Sun Life Equity Advantage Fund Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Equity Advantage Fund Growth | 18.44 | 15.92 | 15.73 |