Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan

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  • (-0.64%)Nav, as on 25-03-2025

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  • Net Change on 25-03-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan 6.00 -6.27 9.08 10.13 24.14 15.12
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 9.08 10.13 24.14 1.19 5,006.78
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 8.04 14.56 28.78 0.63 33,677.94
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 13.94 17.89 30.31 0.84 27,384.68
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 11.79 18.95 29.26 0.61 22,852.63
HDFC Large and Mid Cap Fund - Direct Growth Plan Jan 01, 2013 10.72 20.63 33.19 0.96 21,526.58
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 Unrated 15.82 16.43 28.17 0.60 21,405.22

Fund Holdings as on 28-February-2025

  • ICICI Bank Limited

  • Infosys Limited

  • Reliance Industries Limited

  • HDFC Bank Limited

  • JK Cement Limited

  • Larsen & Toubro Limited

  • APL Apollo Tubes Limited

  • Axis Bank Limited

  • Fortis Healthcare Limited

  • Jindal Steel & Power Limited

  • State Bank of India

  • Bharti Airtel Limited

  • Bajaj Finance Limited

  • United Breweries Limited

  • Voltas Limited

  • Hindalco Industries Limited

  • Max Financial Services Limited

  • Hindustan Petroleum Corporation Limited

  • InterGlobe Aviation Limited

  • WELSPUN CORP LIMITED

  • Ajanta Pharmaceuticals Limited

  • AU Small Finance Bank Limited

  • Info Edge (India) Limited

  • Shriram Finance Ltd

  • Clearing Corporation of India Limited

  • Jubilant Foodworks Limited

  • Cholamandalam Investment and Finance Company Limited

  • Schaeffler India Limited

  • Gokaldas Exports Ltd

  • LIC Housing Finance Limited

  • Minda Industries Ltd

  • Titan Company Limited

  • Samvardhana Motherson International Limited

  • Bharat Electronics Limited

  • Coforge Limited

  • Chalet Hotels Limited

  • Trent Limited

  • Container Corporation of India Limited

  • TVS Motor Company Limited

  • Navin Fluorine International Limited

  • Hindustan Aeronautics Limited

  • Mankind Pharma Ltd

  • NTPC Limited

  • Bajaj Finserv Limited

  • REC Limited

  • Tube Investments of India Limited

  • Phoenix Mills Limited

  • IndusInd Bank Limited

  • Power Mech Projects Limited

  • ABB India Limited

  • FSN E-Commerce Ventures Limited

  • Sona BLW Precision Forgings Limited

  • Varun Beverages Limited

  • SAMHI Hotels Ltd

  • Sunteck Realty Limited

  • K.P.R. Mill Limited

  • Welspun Living Limited

  • Vedanta Limited

  • Swiggy Ltd

  • Bharat Forge Limited

  • Zomato Limited

  • JSW Infrastructure Ltd

  • Siemens Limited

  • Bajaj Auto Limited

  • NTPC Green Energy Ltd

  • IRB Infrastructure Developers Limited

  • Tech Mahindra Limited

  • Muthoot Finance Limited

  • Emcure Pharmaceuticals Ltd

  • KEC International Limited

  • Mahindra & Mahindra Limited

  • Margin (Future and Options)

  • Cello World Ltd

  • Alkem Laboratories Limited

  • Go Fashion India Limited

  • LTIMindtree Limited

  • Cash and Bank

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Refineries

  • Engineering - Construction

  • Steel & Iron Products

  • Auto Ancillary

  • Pharmaceuticals & Drugs

  • Textile

  • Cement & Construction Materials

  • Defence

  • Metal - Non Ferrous

  • e-Commerce

  • Consumer Food

  • Hotel, Resort & Restaurants

  • Hospital & Healthcare Services

  • Steel/Sponge Iron/Pig Iron

  • Bank - Public

  • Telecommunication - Service Provider

  • Breweries & Distilleries

  • Automobile Two & Three Wheelers

  • Construction - Real Estate

  • Air Conditioners

  • Miscellaneous

  • Power Generation/Distribution

  • Finance - Others

  • Airlines

  • Electric Equipment

  • Retailing

  • BPO/ITeS

  • Bearings

  • Finance - Housing

  • Diamond & Jewellery

  • Logistics

  • Chemicals

  • Finance - Investment

  • Finance Term Lending

  • Cycles

  • Forgings

  • Port

  • Automobiles - Passenger Cars

  • Household & Personal Products

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Fund Manager

  • Cash

  • Equity

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About Aditya Birla Sun Life Equity Advantage Fund

Scheme Analysis

Aditya Birla Sun Life Equity Advantage Fund is a Equity - Large & Mid Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹5,006.78 crore. Aditya Birla Sun Life Equity Advantage Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Equity Advantage Fund ended down ₹-5.91(-0.64%)yesterday to ₹917.51.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Aditya Birla Sun Life Equity Advantage Fund is managed by Vishal Gajwani and Dhaval Joshi.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111