Aditya Birla SL Equity Advantage Fund-Direct Growth

Equity · Large & Mid Cap
 · 
1,000
Min SIP
1,000
Min Lumpsum
1.09 %
Expense Ratio
Rating
5,244
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 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 18.4% 20.6% 13.1% 15.4%
Category Average 23.8% 27.6% 17% -

Scheme Allocation

By Holding
By Sector
By Asset
5.95%
4.02%
3.09%
Others
79.96%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 5.95%
HDFC Bank Banks Equity 4.02%
Reliance Industr Refineries Equity 3.67%
St Bk of India Banks Equity 3.32%
Infosys IT - Software Equity 3.09%
Coforge IT - Software Equity 2.23%
Bharat Forge Castings, Forgings & Fastners Equity 2.13%
Polycab India Cables Equity 2.03%
Bajaj Finance Finance Equity 2%
Go Fashion (I) Textiles Equity 1.79%
J K Cements Cement Equity 1.78%
Sun Pharma.Inds. Pharmaceuticals Equity 1.78%
Axis Bank Banks Equity 1.7%
Titan Company Diamond, Gems and Jewellery Equity 1.56%
MTAR Technologie Engineering Equity 1.56%
Tata Motors Automobile Equity 1.53%
Bharti Airtel Telecomm-Service Equity 1.52%
Federal Bank Banks Equity 1.49%
United Spirits Alcoholic Beverages Equity 1.49%
Fortis Health. Healthcare Equity 1.48%
Trent Retail Equity 1.47%
TVS Motor Co. Automobile Equity 1.38%
Poonawalla Fin Finance Equity 1.37%
Schaeffler India Bearings Equity 1.36%
Jindal Steel Steel Equity 1.34%
Kajaria Ceramics Ceramic Products Equity 1.34%
Ashok Leyland Automobile Equity 1.33%
Atul Chemicals Equity 1.32%
LTIMindtree IT - Software Equity 1.32%
Bharat Electron Electronics Equity 1.3%
IDFC First Bank Banks Equity 1.29%
Jubilant Food. Quick Service Restaurant Equity 1.24%
Uno Minda Auto Ancillaries Equity 1.24%
A B B Capital Goods - Electrical Equipment Equity 1.23%
M & M Fin. Serv. Finance Equity 1.2%
Honeywell Auto Electronics Equity 1.19%
Sona BLW Precis. Auto Ancillaries Equity 1.19%
Indian Hotels Co Hotels & Restaurants Equity 1.18%
Interglobe Aviat Air Transport Service Equity 1.14%
Devyani Intl. Quick Service Restaurant Equity 1.13%
Affle India IT - Software Equity 1.11%
Rategain Travel IT - Software Equity 1.09%
Samvardh. Mothe. Auto Ancillaries Equity 1.08%
Manappuram Fin. Finance Equity 1.05%
The Ramco Cement Cement Equity 1.05%
Hind.Aeronautics Capital Goods-Non Electrical Equipment Equity 1.04%
Crompton Gr. Con Consumer Durables Equity 1.04%
Phoenix Mills Realty Equity 1.03%
V I P Inds. Plastic products Equity 1.03%
REC Ltd Finance Equity 1%
Navin Fluo.Intl. Chemicals Equity 0.99%
Timken India Bearings Equity 0.99%
Star Health Insu Insurance Equity 0.97%
Container Corpn. Logistics Equity 0.97%
Rolex Rings Auto Ancillaries Equity 0.96%
Aarti Industries Chemicals Equity 0.96%
Gokaldas Exports Readymade Garments/ Apparells Equity 0.94%
Craftsman Auto Auto Ancillaries Equity 0.93%
Apollo Tyres Tyres Equity 0.91%
Chalet Hotels Hotels & Restaurants Equity 0.89%
IndusInd Bank Banks Equity 0.88%
Kalpataru Proj. Capital Goods - Electrical Equipment Equity 0.84%
Cholaman.Inv.&Fn Finance Equity 0.79%
Clean Science Chemicals Equity 0.77%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.68%
Anupam Rasayan Chemicals Equity 0.65%
M & M Automobile Equity 0.6%
Balrampur Chini Sugar Equity 0.54%
HDFC Life Insur. Insurance Equity 0.53%
One 97 E-Commerce/App based Aggregator Equity 0.48%
SRF Chemicals Equity 0.46%
Banks
19.85%
Auto Components
7.79%
IT-Software
7.36%
Finance
5.81%
Chemicals & Petrochemical
5.58%
Others
53.61%
View all Sectors
Sectors Asset
Banks 19.85%
Auto Components 7.79%
IT-Software 7.36%
Finance 5.81%
Chemicals & Petrochemical 5.58%
Industrial Products 5.12%
Consumer Durables 4.93%
Leisure Services 4.17%
Petroleum Products 3.89%
Aerospace & Defense 3.68%
Retailing 3.58%
Automobiles 3.49%
Pharmaceuticals & Biotech 2.95%
Cement & Cement Products 2.84%
Electrical Equipments 1.67%
Telecom-Services 1.58%
Healthcare Services 1.54%
Agricultural, Commercial 1.51%
Beverages 1.5%
Insurance 1.5%
Debt 1.36%
Ferrous Metals 1.31%
Industrial Manufacturing 1.3%
IT-Services 1.1%
Realty 0.99%
Construction 0.81%
Transport Services 0.8%
Textiles & Apparels 0.64%
Fertilisers & Agrochemica 0.49%
Financial Technology (Fin 0.45%
Agricultural Food & other 0.4%
Cash & Others 0.01%
Equity
98.88%
Reverse Repos
1.11%
Net Curr Ass/Net Receivables
0%

Advance Ratio

-4.02
Alpha
4.45
SD
0.99
Beta
1.34
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

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 ₹762.2 as of 29 September 2023.

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 - 19.85%
  2. Auto Components - 7.79%
  3. IT-Software - 7.36%
  4. Finance - 5.81%
  5. Chemicals & Petrochemical - 5.58%

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 15.4% 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 1.09 % as of 29 September 2023.

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 ₹2,97,662 Cr as of 29 September 2023

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. ICICI Bank - 5.95%
  2. HDFC Bank - 4.02%
  3. Reliance Industr - 3.67%
  4. St Bk of India - 3.32%
  5. Infosys - 3.09%

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