Aditya Birla Sun Life Advantage Fund (Equity, Equity Large & Midcap)

Moderately High
23 yrs 8 monthsStarted on:24 Feb 1995
₹ 6408.31 Cras on: 19 Sep 2018
Long Term Horizon
2.35%
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

Similar Funds
Mirae Asset Emerging Bluechip Fund
Current NAV 1114.25
Return (CAGR) 21.81%
Crisil Ranking 2
Value Research
Principal Emerging Bluechip Fund
Current NAV 1114.25
Return (CAGR) 27.23%
Crisil Ranking 1
Value Research
SBI Magnum Multiplier Fund
Current NAV 1114.25
Return (CAGR) 14.56%
Crisil Ranking 3
Value Research
DSPBR Equity Opportunities
Current NAV 1114.25
Return (CAGR) 18.21%
Crisil Ranking 2
Value Research
RELIANCE VISION FUND
Current NAV 1114.25
Return (CAGR) 18.91%
Crisil Ranking 1
Value Research
ICICI Prudential Top 100 Fund
Current NAV 1114.25
Return (CAGR) 18.79%
Crisil Ranking 2
Value Research
uti core equity
Current NAV 1114.25
Return (CAGR) 13.11%
Crisil Ranking 2
Value Research
HDFC Large Cap Fund
Current NAV 1114.25
Return (CAGR) 11.64%
Crisil Ranking 4
Value Research

Tenure

TenureReturns (CAGR)
3 Month0.86
2 YR8.46
3 YR12.45

SIP Returns

TenureReturns (CAGR)
2 YR3.79
3 YR9.66
5 YR14.05
10 YR15.55

Portfolio

Company Name% Assets
Reliance Industries Ltd.8.03
HDFC Bank Ltd.7.13
ICICI Bank Ltd.4.13
Infosys Ltd.3.64
Yes Bank Ltd.3.55
Voltas Ltd.3.23
Maruti Suzuki India Ltd.3.22
PNB Housing Finance Ltd.3.12
Natco Pharma Ltd.3.07
RBL Bank Ltd.3

Top Sectoral Holdings

Sector Name% Assets
Financial40.5
Technology10.68
Cons Durable9.9
Energy8.03
Automobile7.78
Construction6.45
Healthcare5.41
Engineering3.54
FMCG2.63
Chemicals1.43

Indicators

LabelValue
Portfolio turnover ratio79
Standard Deviation15.48%
Beta1.05%
Sharpe Ratio0.54

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.
© CRISIL Limited 2017. All Rights Reserved