Aditya Birla SL Equity Advantage Fund (Equity, Equity Large & Midcap)

Moderately High
25 yrs 1 monthsStarted on:24 Feb 1995
₹ 5039.35 Cras on: 20 Feb 2020
Long Term Horizon
1.98%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD6.17
1 Month3.40
3 Month7.13
1 YR21.90
2 YR4.78
3 YR7.62

SIP Returns

TenureReturns (CAGR)
1 YR23.27
2 YR10.95
3 YR6.89
5 YR8.98
10 YR13.4

Portfolio

Company Name% Assets
ICICI Bank Ltd.9.34
HDFC Bank Ltd.7.67
Bajaj Finance Ltd.6.14
Reliance Industries Ltd.4.97
Shree Cement Ltd.3.63
Crompton Greaves Consumer Electricals Ltd.3.43
Axis Bank Ltd.3.29
Info Edge (India) Ltd.3.22
The Ramco Cements Ltd.3.01
Voltas Ltd.2.92

Top Sectoral Holdings

Sector Name% Assets
Financial39.45
Cons Durable11.06
Construction10.14
Services8.01
Chemicals5.35
Energy4.97
FMCG4.95
Healthcare4.83
Engineering2.89
Communication2.73

Indicators

LabelValue
Portfolio turnover ratio65
Standard Deviation14.72%
Beta1.01%
Sharpe Ratio0.24

Satyabrata Mohanty

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.