Aditya Birla SL Equity Advantage Fund-Direct (G)

Aditya Birla SL Equity Advantage Fund-Direct (G)

AMC Name: Aditya Birla Sun Life Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty LargeMidcap 250 TRI
Fund Manager Satyabrata Mohanty
Fund Horizon OPEN
Inception Date 01-Jan-2013
Scheme AUM(CR) ` 4899.75
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 1.23

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 6.36% 6.50%
3 Month 9.80% 9.24%
6 Month 6.67% 6.09%
1 Year 9.94% 7.62%
3 Year 8.76% 11.41%
5 Year 10.93% 9.87%
Since Inception 15.50% 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