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.
Expense ratio | 1.14% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹5526 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 61.55% |
Size breakup
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 4.86% | 4.86% |
6 Month Returns | 13.11% | 13.11% |
1 Year Returns | 34.96% | 34.96% |
3 Years Returns | 48.02% | 13.96% |
5 Years Returns | 100.86% | 14.97% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl | -6.46 | -6.73 | -4.2 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl | 0.96 | 0.97 | 1.02 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl | 2.24 | 0.6 | 0.53 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl | 10.92 | 13.81 | 20.8 |