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

Moderately High
24 yrs 10 monthsStarted on:24 Feb 1995
₹ 5111.25 Cras on: 20 Nov 2019
Long Term Horizon
2.05%
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)
YTD7.93
1 Month3.95
3 Month11.23
1 YR10.03
3 YR9.28

SIP Returns

TenureReturns (CAGR)
1 YR13.37
2 YR3.46
3 YR3.72
5 YR7.04
10 YR12.56

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.29
ICICI Bank Ltd.9.25
Reliance Industries Ltd.6.12
Bajaj Finance Ltd.4.95
Voltas Ltd.4.05
Bandhan Bank Ltd.3.32
Crompton Greaves Consumer Electricals Ltd.3.29
State Bank of India3.19
Shree Cement Ltd.3.1
The Ramco Cements Ltd.2.98

Top Sectoral Holdings

Sector Name% Assets
Financial43
Cons Durable12.15
Construction9.32
Services7.51
Energy6.12
FMCG5.46
Chemicals4.85
Healthcare4.22
Technology3.11
Engineering2.83

Indicators

LabelValue
Portfolio turnover ratio69
Standard Deviation16.17%
Beta1.04%
Sharpe Ratio0.05

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.