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Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Equity: Large and Mid Cap | Open Ended Schemes

Nav : 441.08

-8.21 (-1.86 %)

24-02-2020

EASTERN FINANCIERS's Take:

This fund has higher ups and downs compared to mid and small cap equity funds but can give higher returns as it can bring the best of large cap and mid cap investinrg. Investment in this fund can be made for a horizon of at least 5 years or more

One Time Monthly
One Time Amount
Min Investment ₹1000
Min Investment ₹1000.0

Returns (since Feb 24, 1995)

16.63%

10 Year Returns

12.18 %

Doubled Money

3 Years 11 Months

Sharp Ratio

0.86 %

Volatility

15.51 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
3 Years 11 Months
4 Years 7 Months
4 Years 9 Months
10 Years 11 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 24-02-1995 18.32 3.17 6.96 8.49 12.18
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 25-02-2015 21.72 6.61 11.73 0.0 0.0
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 21.47 1.57 8.33 5.97 9.08
Axis Growth Opportunities Fund - Regular Plan - Growth 05-10-2018 21.21 0.0 0.0 0.0 0.0
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 05-07-2010 20.86 8.87 13.17 14.98 0.0
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 20.52 0.78 7.48 5.17 8.43
Kotak Equity Opportunities Fund - Growth 05-09-2004 19.47 7.38 10.3 9.65 12.67
Canara Robeco Emerging Equities - Regular Plan - GROWTH 11-03-2005 18.75 5.17 12.45 12.27 19.34
Sundaram Large and Midcap Growth 27-02-2007 18.54 8.07 12.31 10.74 11.7
Tata Large & Mid Cap Fund- Regular Plan - Growth 31-03-1993 18.25 5.93 9.49 7.53 11.36

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
Aditya Birla Sun Life Mutual Fund
Launch Date
Feb 24, 1995
Expense Ratio
1.98%
Fund Category Risk
MODERATELY HIGH
Asset Size
5,039.35 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
1000.0
Minimum Topup
1000.0
Return since Launch
16.63%
Contact Details
Fund Manager(s)
Mr. Satyabrata Mohanty

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

PERFORMANCE of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Scheme Performance (%)

Data as on - 24-02-2020

Yearly Performance (%)

RETURNS CALCULATOR for Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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