Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Equity Advantage Fund |ABSL Equity Advantage Fund - ABSLMF

Aditya Birla Sun Life Equity Advantage Fund

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

Class: Equity
Category: Large & Midcap

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.

This product is specially designed for investors seeking

  • Long term capital growth and income
  • investment predominantly in equity and equity related securities as well as debt and money market instruments

 

Fund Details

  • Fund Type - Open-Ended
  • Class - Equity
  • Category - Large & Midcap
  • Min Investment - Rs. 1000/-
  • Fund Manager - Mr. Satyabrata Mohanty
  • Latest NAV - 393.68 (as on 15-Oct-2019)
  • Inception Date - Feb 25, 1995
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Fund Performance

Trailing Return

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Funds are bucketed on various parameters with respect to other funds in their category.
*Annualized returns are displayed for 1 year and above.

Annualized Returns

Fund Management

  • Mr. Satyabrata Mohanty

    Total Experience : 17 years

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    ​Mr. Satyabrata Mohanty is a CA, CFA. He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining ABSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.
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Different plans shall have a different expense structure. The performance details provided herein are of (regular / direct) plan.
To check an all-time best return rate for equity funds, check how they've performed in the last 3 or 5 years.

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Your Investment Summary

  • Investment AmountRs 5000
  • Initial units per month 29.5
  • Current valueRs 50,000
  • Current NAV value 260
  • Current Units 30
  • XIRR

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

    5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

    8%

Trailing Return

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Funds are bucketed on various parameters.
*Annualized returns are displayed for 1 year and above.
Annual return for 2017 will be added shortly.

Annualized Returns

Portfolio and Sector Holdings

Top 10 Holdings (As on )

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
1%: For redemption / switch-out of units within 365 days from the date of allotment (% of applicable NAV) NIL : For redemption / switch-out of units after 365 days from the date of allotment
**Exit Load is NIL for units issued in Dividend Reinvestment.

Highlights

  •  Alternative investment to a gold investment
  • No hassles like safe keeping of physical gold or loss on account of impurity/making charges

Works for people looking for stable but above average growth

Aditya Birla Sun Life Equity Advantage Fund is a diversified equity fund that aims to achieve long-term growth of capital with relatively moderate levels of risk through a research-based investment approach. We believe that the growth opportunities presented by equities, mostly belonging to S&P BSE 200 TRI, can be tapped with relatively lower risk. This fund does so by identifying and investing in companies with sound corporate management and prospects of good future growth. While investing in the stock of a company, the fund considers past performance but its focus remains on long-term value driven by company’s fundamentals.

Discipline

The investment emphasis of the Scheme would be on identifying companies with sound corporate managements and prospects of good future growth. Past performance will also be a major consideration. 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

Aditya Birla Sun Life Equity Advantage Fund

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

This product is specially designed for investors seeking*

  • Long term capital growth and income
  • investment predominantly in equity and equity related securities as well as debt and money market instruments

 

*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.

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DOWNLOAD

  • KIM - Aditya Birla Sun Life Equity Advantage Fund
  • SID - Aditya Birla Sun Life Equity Advantage Fund
  • Product Brochure

Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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