Aditya Birla SL Equity Advantage Fund (D)

Aditya Birla SL Equity Advantage Fund (D)

AMC Name: Aditya Birla Sun Life Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager Satyabrata Mohanty
Fund Horizon OPEN
Inception Date 24-Feb-1995
Scheme AUM(CR) ` 4767.22
Minimum SIP/LUMPSUM ` 1000/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates ANY
Entry Load 1% - If redemed / switched out within 365 days from the date of allotment. Nil - If redemed / switched out after 365 days from the date of allotment.
Exit Load 1% - If redemed / switched out within 365 days from the date of allotment. Nil - If redemed / switched out after 365 days from the date of allotment.
Expense Ratio 2.03

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -3.80% -4.11%
3 Month -8.74% -6.58%
6 Month -1.32% -0.59%
1 Year -17.36% -8.22%
3 Year 2.38% 8.23%
5 Year 8.97% 8.41%
Since Inception 17.02% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others