Birla Sun Life Advantage Fund (Equity, Multi Cap)

Moderately High
23 yrs 3 monthsStarted on:24 Feb 1995
₹ 5744.9 Cras on: 20 Apr 2018
Long Term Horizon
2.27%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme seeks to achieve long-term growth at relatively moderate levels of risk through a diversified investment approach, the investment emphasis of the scheme would be on identifying companies with sound corporate managements and prospects of good future growth.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month4.67
1 YR12.34
2 YR19.96
3 YR13.67

SIP Returns

TenureReturns (CAGR)
1 YR2.29
2 YR13.22
3 YR15.05
5 YR19.34
10 YR16.9

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.26
Infosys Ltd.4.2
Maruti Suzuki India Ltd.4.15
Reliance Industries Ltd.3.47
Voltas Ltd.3.46
Eicher Motors Ltd.3.43
ICICI Bank Ltd.3.26
Natco Pharma Ltd.3.19
PNB Housing Finance Ltd.2.8
Tata Steel Ltd.2.76

Top Sectoral Holdings

Sector Name% Assets
Financial30.8
Automobile10.52
Cons Durable10.5
Construction10.38
Energy7.98
Technology7.11
Healthcare5.49
Metals5.4
FMCG2.58
Chemicals2.23

Indicators

LabelValue
Portfolio turnover ratio63
Standard Deviation15.65%
Beta1.07%
Sharpe Ratio0.47

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.

Other Funds Managed by Satyabrata Mohanty

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