Overview (as on 08 Mar 2021)
NAV
₹111.34
1y returns
35.226%
Fund AUM
₹4,675 Cr
Expense Ratio
1.91%
Min SIP
₹1,000
Min Lumpsum
₹1,000
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (98.59%)
Debt & Cash (1.41%)
Sector Allocation
Financial Services
24.18%
Tech
16.41%
Basic Materials
15.78%
Health
12.34%
Consumer
10.49%
Industrials
9.21%
Communication
5.88%
Energy
2.32%
Utilities
2.32%
Defensive
1.06%
Size Breakup
Mid Cap
52.21%
Large Cap
45.81%
Small Cap
1.98%
Key Metrics
Beta
1.04
Std deviation
21.91%
Sharpe Ratio
0.53
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"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."
Scheme Name
Aditya Birla Sun Life Equity Advantage Fund Dividend Payout
Scheme Document
Exit Load
For 0 - 365 Days: 1%
After 365 Days : 0%
Plan Started
24 February, 1995
Fund Manager
Satyabrata Mohanty
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
NA
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road
Other Related Plans
Fund Name | Plan Type | Expense Ratio | 1yr Returns |
---|---|---|---|
Direct | 1.06% | 36.50% | |
Direct | 1.06% | 36.50% | |
Direct | 1.06% | 36.50% | |
Regular | 1.91% | 35.23% |
Peer Funds
Aditya Birla Sun Life Equity Advantage Fund Div...
NAV
₹111.34
INDmoney Analysis
Return Score
Average
Risk Score
Below Average
Fund is in Top 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Manager

Satyabrata Mohanty
leader
Qualifications
B.Com,C.A., CFA
Work Experience
"Over 12 years of experience in Finance and Research. Previously worked in Aditya Birla Management Corporation Ltd"