Aditya Birla SL Equity Advantage Fund-Direct Growth

Equity · Large & Mid Cap
 · 
1,000
Min SIP
1,000
Min Lumpsum
1.07 %
Expense Ratio
Rating
5,560
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 21 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 32% 13.4% 17% 16%
Category Average 42.4% 22.5% 21.5% -

Scheme Allocation

By Holding
By Sector
By Asset
4.57%
3.84%
3.83%
2.16%
Others
81%
View all Holdings
Holdings Sector Instrument Asset
Reliance Industr Refineries Equity 4.61%
ICICI Bank Banks Equity 4.57%
Infosys IT - Software Equity 3.84%
HDFC Bank Banks Equity 3.83%
J K Cements Cement Equity 2.16%
Tata Motors Automobile Equity 1.96%
Bharti Airtel Telecomm-Service Equity 1.95%
Coforge IT - Software Equity 1.85%
Sun Pharma.Inds. Pharmaceuticals Equity 1.82%
Fortis Health. Healthcare Equity 1.81%
Bajaj Finance Finance Equity 1.81%
Bank of India Banks Equity 1.79%
REC Ltd Finance Equity 1.75%
Titan Company Diamond, Gems and Jewellery Equity 1.75%
Trent Retail Equity 1.73%
St Bk of India Banks Equity 1.64%
Bharat Forge Castings, Forgings & Fastners Equity 1.54%
Bharat Electron Aerospace & Defence Equity 1.53%
United Spirits Alcoholic Beverages Equity 1.52%
Hind.Aeronautics Aerospace & Defence Equity 1.51%
Schaeffler India Bearings Equity 1.46%
Federal Bank Banks Equity 1.44%
Jubilant Food. Quick Service Restaurant Equity 1.42%
TVS Motor Co. Automobile Equity 1.38%
Info Edg.(India) E-Commerce/App based Aggregator Equity 1.35%
IndusInd Bank Banks Equity 1.34%
Tube Investments Auto Ancillaries Equity 1.34%
Phoenix Mills Realty Equity 1.31%
LTIMindtree IT - Software Equity 1.3%
Indian Hotels Co Hotels & Restaurants Equity 1.3%
Uno Minda Auto Ancillaries Equity 1.29%
Timken India Bearings Equity 1.27%
A B B Capital Goods - Electrical Equipment Equity 1.24%
Sona BLW Precis. Auto Ancillaries Equity 1.22%
Samvardh. Mothe. Auto Ancillaries Equity 1.21%
Container Corpn. Logistics Equity 1.2%
Go Fashion (I) Textiles Equity 1.19%
Larsen & Toubro Infrastructure Developers & Operators Equity 1.19%
Kajaria Ceramics Ceramic Products Equity 1.19%
Chalet Hotels Hotels & Restaurants Equity 1.18%
The Ramco Cement Cement Equity 1.13%
Devyani Intl. Quick Service Restaurant Equity 1.13%
Jindal Steel Steel Equity 1.12%
M & M Fin. Serv. Finance Equity 1.1%
IDFC First Bank Banks Equity 1.1%
Interglobe Aviat Air Transport Service Equity 1.09%
Cholaman.Inv.&Fn Finance Equity 1.08%
K P R Mill Ltd Readymade Garments/ Apparells Equity 1.07%
Axis Bank Banks Equity 1.05%
AU Small Finance Banks Equity 1.03%
Manappuram Fin. Finance Equity 1.01%
Crompton Gr. Con Consumer Durables Equity 0.99%
Sunteck Realty Realty Equity 0.98%
Rategain Travel IT - Software Equity 0.98%
Sundram Fasten. Auto Ancillaries Equity 0.91%
O N G C Crude Oil & Natural Gas Equity 0.91%
Affle India IT - Software Equity 0.91%
Gujarat Gas Gas Distribution Equity 0.91%
Star Health Insu Insurance Equity 0.83%
Gokaldas Exports Readymade Garments/ Apparells Equity 0.82%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 0.81%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.79%
Rolex Rings Auto Ancillaries Equity 0.79%
Clean Science Chemicals Equity 0.77%
JSW Infrast Marine Port & Services Equity 0.71%
Navin Fluo.Intl. Chemicals Equity 0.69%
Honeywell Auto Electronics Equity 0.56%
NTPC Power Generation & Distribution Equity 0.51%
Ashok Leyland Automobile Equity 0.51%
Dalmia BharatLtd Cement Equity 0.45%
One 97 E-Commerce/App based Aggregator Equity 0.4%
Honasa Consumer Trading Equity 0.25%
MTAR Technologie Aerospace & Defence Equity 0.22%
V I P Inds. Plastic products Equity 0.1%
Banks
17.79%
Auto Components
8.21%
IT-Software
7.97%
Finance
6.76%
Retailing
5.05%
Others
54.22%
View all Sectors
Sectors Asset
Banks 17.79%
Auto Components 8.21%
IT-Software 7.97%
Finance 6.76%
Retailing 5.05%
Leisure Services 5.03%
Petroleum Products 4.61%
Consumer Durables 4.03%
Cement & Cement Products 3.73%
Automobiles 3.34%
Aerospace & Defense 3.26%
Industrial Products 2.82%
Transport Services 2.3%
Realty 2.29%
Construction 2%
Debt 2%
Telecom-Services 1.95%
Textiles & Apparels 1.89%
Pharmaceuticals & Biotech 1.82%
Healthcare Services 1.81%
Beverages 1.52%
Chemicals & Petrochemical 1.46%
Electrical Equipments 1.24%
Ferrous Metals 1.12%
Oil 0.91%
IT-Services 0.91%
Gas 0.91%
Insurance 0.83%
Transport Infrastructure 0.71%
Industrial Manufacturing 0.56%
Power 0.51%
Agricultural, Commercial 0.51%
Financial Technology (Fin 0.4%
Personal Products 0.25%
Cash & Others -0.51%
Equity
98.51%
Reverse Repos
2%
Net Curr Ass/Net Receivables
-0.51%
Others
0%

Advance Ratio

-6.59
Alpha
4.21
SD
0.98
Beta
0.69
Sharpe

Exit Load

Exit Load 1.00% - For redemption/switch-out of units within 90 days from the date of allotment. Nil - For redemption/switch-out of units after 90 days from the date of allotment.

Fund Objective

achieve long term growth of capital at relatively moderate levels of risk through a diversified research based investment approach

Fund Managers

Atul Penkar

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

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Frequently Asked Questions

How to invest in Aditya Birla SL Equity Advantage Fund-Direct Growth ?

You can invest in Aditya Birla SL Equity Advantage Fund-Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL Equity Advantage Fund-Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL Equity Advantage Fund-Direct Growth ?

The NAV of Aditya Birla SL Equity Advantage Fund-Direct Growth is ₹848.3 as of 21 February 2024.

How to redeem Aditya Birla SL Equity Advantage Fund-Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL Equity Advantage Fund-Direct Growth?

The minimum SIP amount of Aditya Birla SL Equity Advantage Fund-Direct Growth is ₹1000

What are the top sectors Aditya Birla SL Equity Advantage Fund-Direct Growth has invested in?

The top sectors Aditya Birla SL Equity Advantage Fund-Direct Growth has invested in are
  1. Banks - 17.79%
  2. Auto Components - 8.21%
  3. IT-Software - 7.97%
  4. Finance - 6.76%
  5. Retailing - 5.05%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Equity Advantage Fund-Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Equity Advantage Fund-Direct Growth based on your investment objective and risk tolerance.

How much returns have Aditya Birla SL Equity Advantage Fund-Direct Growth generated ?

The Aditya Birla SL Equity Advantage Fund-Direct Growth has delivered 16% since inception

What is the expense ratio of Aditya Birla SL Equity Advantage Fund-Direct Growth ?

The expense ratio of Aditya Birla SL Equity Advantage Fund-Direct Growth is 1.07 % as of 21 February 2024.

What is the AUM of Aditya Birla SL Equity Advantage Fund-Direct Growth?

The AUM of Aditya Birla SL Equity Advantage Fund-Direct Growth is ₹3,12,323 Cr as of 21 February 2024

What are the top stock holdings of Aditya Birla SL Equity Advantage Fund-Direct Growth?

The top stock holdings of Aditya Birla SL Equity Advantage Fund-Direct Growth are
  1. Reliance Industr - 4.61%
  2. ICICI Bank - 4.57%
  3. Infosys - 3.84%
  4. HDFC Bank - 3.83%
  5. J K Cements - 2.16%

How can I redeem my investments in Aditya Birla SL Equity Advantage Fund-Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Equity Advantage Fund-Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now