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Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life AMC Limited

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    Aditya Birla Sun Life AMC Limited

    Aditya Birla Sun Life Equity Advantage Fund

    Equity Large & MidCap

    An open ended equity scheme investing in both large cap and mid cap stocks

    AUM (In crores)

    NAV

    Annualized Returns %

    Annualized

    Returns %

    1 Year

    3 Year

    5 Year

    Since Inception
    Since Inception
    1M
    3M
    6M
    1Y
    3Y
    5Y
    10Y
    15Y
    20Y

    Aditya Birla Sun Life Equity Advantage Fund

    SIP Amount
    Min . ₹ 100
    Lumpsum Amount
    Min. ₹ 1,000

    Aditya Birla Sun Life Equity Advantage Fund Overview

    Aditya Birla Sun Life Equity Advantage Fund is an open-ended equity scheme investing in both large cap and mid-cap stocks.

    Investment Objective

    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.

    Why one can invest:

    • check-circle

      If you are looking for long-term growth of your investment

    • If you are looking to invest in large and mid-cap stocks with good growth potential

    • If you are looking to for a diversified portfolio of large and mid-cap stocks, with investments as little as Rs.1,000

    • If you are looking for an investment avenue for your long-term investing goals – 5 years or more

      • Click here to know more about equity mutual funds

    Fund Details

    CAGR

    Latest NAV

    (as on )

    AUM

    ()

    Inception Date

    ()

    Risk

    Investment Horizon

    Long term, 5 years or more

    Annualized Benchmark Returns

    Min Investment

    Entry load

    NIL

    Exit load

    1% information icon

    For redemption / switch-out of units on or before 90 days from the date of allotment: 1.00% of applicable NAV

    Total Expense Ratio (TER)

    Sharp Ratio

    Beta Ratio

    Other Parameters

    Standard Deviation

    Modified Duration

    -

    Yield to Maturity

    -

    Portfolio Turnover:

    -

    Average Maturity

    -

    Macaulay Duration

    -

    Net Equity Exposure

    -

    Fund Managers

    Mr. Atul Penkar

    He has over 21 years of experience ...
    Read More

    Mr. Dhaval Joshi

    Dhaval Joshi has an overall experie...
    Read More

    Riskometer

    Risk meter image 1
    Risk meter image 2

    (An open ended equity scheme investing in both large cap and mid cap stocks)

    This product is suitable for investors who are seeking

    • Long term capital growth and income

    • investment predominantly in equity and equity related securities as well as debt and money market instruments

    *Investors should consult their financial advisers if in doubt whether the product is suitable for them

    Portfolio & Sector Holdings

    Retail

    % of Net Assets

    Sector Holdings

    Dividend History

    Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.

    Investment Performance

    IDCW Plan of this scheme has distributed income to its investors out of its earnings, from time to time. The details of the same is tabulated:
    Declared on date IDCW Yield (Regular Plan) IDCW Per Unit Cum IDCW NAV

    Fund Summary

    - When choosing expensive gadgets most of us tend to veer towards established brands. This is essentially for their reliability and proven track record.

    - In equity investing too may you want to look towards relatively established stocks with a robust background and a proven track record. At the same time, you also look for good growth potential as this is the mainstay of equity investing.

    - Large and mid-cap funds can give you this combination. Large caps are from amongst the top 100 stocks by market cap, that are established leaders in their space. The mid-caps, from amongst the next 150 stocks by market cap, provides a wide universe from which stocks with considerable growth potential can be uncovered.

    - Aditya Birla Sun Life Equity Advantage Fund is an open-ended large and mid-cap equity-oriented fund. It aims to build a diversified portfolio of large and mid-cap stocks that have good prospects for long-term capital growth.

    Fund Discipline

    - The Scheme aims to allocate a minimum of 35% of its net assets to equity and equity related instruments of large cap companies and another minimum of 35% to equity of mid-cap companies.

    - The Scheme may also invest up to 30% in equity of other market caps and/or debt and money market instruments.

    - The Scheme will emphasise on identifying companies with sound corporate managements and prospects of good future growth.

    - Essentially, the focus would be on long-term fundamentally driven values. However, short-term opportunities would also be seized, provided they are supported by underlying values

    Tax Applicability

    Investment held for less than 12 months

    Short Term Capital Gain Tax would be applicable. Any gains/profits would be taxed at 15% (plus applicable surcharge and cess).

    Investment held for more than 12 months

    Long Term Capital Gain Tax would be applicable. Gains/profits in excess of Rs. 1 lakh would be taxed at 10% without indexation (plus applicable surcharge and cess).

    Any income received under this option would be considered as income for the investors and hence would be taxed at applicable tax slab rates.

    Forms & Downloads

    Portfolio

    • Select
      • Monthly
      • Half Yearly
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    KIM

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    SID

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    Investors also viewed

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    • Wealth Creation
    • Hybrid-Balanced Advantage

    %

    Annualized Returns

    Since Inception
    1Y
    3Y
    5Y

    AUM:

    NAV:

    Exit Load Duration:

    7 D
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    Start SIP
    Lumpsum

    REG-G
    • Wealth Creation
    • Equity-Focused Fund

    %

    Annualized Returns

    Since Inception
    1Y
    3Y
    5Y

    AUM:

    NAV:

    Exit Load Duration:

    90 D
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    Start SIP
    Lumpsum

    REG-G
    • Wealth Creation
    • Equity-Sectoral

    %

    Annualized Returns

    Since Inception
    1Y
    3Y
    5Y

    AUM:

    NAV:

    Exit Load Duration:

    30 D
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    Start SIP
    Lumpsum

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    Frequently Asked Questions

    You can opt between two plans when choosing how to invest in this fund:
    o Direct Plan – under this plan, you can directly subscribe to units of the fund from the fund house i.e.: Aditya Birla Sun Life Mutual Fund
    o Regular Plan – under this plan, you can purchase units of the fund through a mutual fund distributor or broker of your choice

    The other difference between both these plans, is that they apply different expense ratios.
    Currently the regular plan has an expense ratio of ____%, whereas the direct plan charges a lower expense ratio of ____%.
    Choosing a direct plan over regular plan, means your investments will be subject to a lower expense ratio which translates into better returns on your investment.

    You can opt between two plans when choosing how to invest in this fund:
    o Direct Plan – under this plan, you can directly subscribe to units of the fund from the fund house i.e.: Aditya Birla Sun Life Mutual Fund
    o Regular Plan – under this plan, you can purchase units of the fund through a mutual fund distributor or broker of your choice

    The other difference between both these plans, is that they apply different expense ratios.
    Currently the regular plan has an expense ratio of ____%, whereas the direct plan charges a lower expense ratio of ____%.
    Choosing a direct plan over regular plan, means your investments will be subject to a lower expense ratio which translates into better returns on your investment.

    The fund charges an expense ratio of ____% on a regular plan and ____% on a direct plan. (As on _______)
    This expense ratio is charged annually and is done so as to cover the fund management and administration costs. It is charged as a cost of investment from investors.

    AUM or assets under management denotes the total outstanding market value of investments in Aditya Birla Sun Life Equity Advantage Fund that is being managed by the Aditya Birla Sun Life Mutual Fund.

    In a direct plan, the units are bought directly from Aditya Birla Sun Life Mutual Fund, thus they can be conveniently redeemed online from its webpage or app. Once logged in you must provide the redemption amount or the number of units you wish to redeem.

    Yes, Aditya Birla Sun Life Equity Advantage Fund offers both SIP and lumpsum investing options to investors. The choice of mode of investing will be guided by your investing objective, risk appetite, investing term and affordability.
    This fund can also be suitable for STP investing, when investors want to re-balance their portfolio from debt to equity.

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