tortoise-icon tortoise-icon

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

  • Equity
  • Large and Mid Cap
  • Very High
  • Current NAV

    ₹797.93 1.71%

    23-04-2024
  • Annual Returns

    36.7%

  • Min. SIP ₹1000

    Min. Investment ₹1000

Invest Now Compare

Invest Now
  • Equity 98.25%
  • Others 1.74%

Market Cap

Allocation
Large Cap 50.65
Mid Cap 37.03
Small Cap 10.57

Sector Allocation

Financial

Services

Automobile

Capital Goods

Energy

Technology

Construction

Healthcare

Materials

Consumer Discretionary

Communication

Metals & Mining

Textiles

Consumer Staples

Chemicals

Insurance

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
23-Apr-2024
Holdings PE Ratio
23-Apr-2024
1Y Return
Reliance Industries Ltd. Large Cap Energy (40.15) 4.23% 28.23 24.29%
Infosys Ltd. Large Cap Technology (31.53) 3.89% 22.78 17.32%
ICICI Bank Ltd. Large Cap Financial (24.8) 3.7% 18.03 23.2%
HDFC Bank Ltd. Large Cap Financial (24.8) 3.31% 19.39 -9.97%
JK Cement Ltd. Mid Cap Materials (57.69) 2.25% 46.47 44.97%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.69) 2.04% 40.03 50.23%
State Bank of India Large Cap Financial (16.11) 1.93% 10.64 42.51%
Larsen & Toubro Ltd. Large Cap Construction (47.19) 1.92% 40.14 63.07%
Bharti Airtel Ltd. Large Cap Communication (73.8) 1.89% 92.59 76.31%
Tata Motors Ltd. Large Cap Automobile (95.46) 1.84% 40.82 136.49%
Titan Company Ltd. Large Cap Consumer Discretionary (88.86) 1.73% 93.34 41.27%
Fortis Healthcare Ltd. Mid Cap Healthcare (89.89) 1.72% 60.72 67.36%
Trent Ltd. Large Cap Services (137.96) 1.66% 176.72 200.89%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 1.64% 0 0%
Coforge Ltd. Mid Cap Technology (31.53) 1.63% 45.55 35.85%
REC Ltd. Large Cap Financial (16.32) 1.56% 8.72 257%
The Indian Hotels Company Ltd. Mid Cap Services (67.99) 1.56% 73.84 80.31%
Bharat Electronics Ltd. Large Cap Capital Goods (52.55) 1.52% 48.01 127.9%
The Phoenix Mills Ltd. Mid Cap Construction (117.78) 1.5% 55.26 134.86%
Zomato Ltd. Large Cap Services (36.51) 1.5% -10.49 85.47%
TVS Motor Company Ltd. Large Cap Automobile (37.8) 1.49% 56.84 79.18%
Bank of India Mid Cap Financial (16.11) 1.46% 10.28 87.57%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 1.45% 0 0%
ABB India Ltd. Large Cap Capital Goods (109.11) 1.45% 0 99.84%
Info Edge (India) Ltd. Mid Cap Services (92.56) 1.42% 311.96 60.92%
Sona BLW Precision Forgings Ltd. Mid Cap Automobile (49.55) 1.37% 79.95 42.86%
Schaeffler India Ltd. Mid Cap Capital Goods (50.75) 1.35% 0 20.3%
Container Corporation Of India Ltd. Mid Cap Services (33.63) 1.33% 47.18 55.74%
Indusind Bank Ltd. Large Cap Financial (24.8) 1.3% 13.22 32%
Hindustan Aeronautics Ltd. Large Cap Capital Goods (52.55) 1.28% 41.41 36.74%
LTIMindtree Ltd. Large Cap Technology (36.96) 1.28% 33.85 6.16%
Jubilant FoodWorks Ltd. Mid Cap Services (67.99) 1.27% 132.29 -0.14%
UNO Minda Ltd. Mid Cap Automobile (95.28) 1.26% 73.31 30.06%
Bajaj Finance Ltd. Large Cap Financial (32.53) 1.25% 32.55 22.07%
Chalet Hotels Ltd. Small Cap Services (67.99) 1.24% 81.83 136.59%
Go Fashion (India) Ltd. Small Cap Services (137.96) 1.23% 0 11.07%
Tube Investments Of India Ltd. Mid Cap Automobile (103.16) 1.21% 52.62 38.52%
Interglobe Aviation Ltd. Large Cap Services (120.08) 1.17% 19.9 86.58%
Jindal Steel & Power Ltd. Large Cap Metals & Mining (33.35) 1.16% 16.95 58.48%
Samvardhana Motherson International Ltd. Mid Cap Automobile (103.06) 1.15% 43.05 81.3%
FSN E-Commerce Ventures Ltd. Mid Cap Services (894.45) 1.15% 1722.5 42.77%
Kajaria Ceramics Ltd. Small Cap Materials (52.11) 1.1% 44.76 10.72%
Mahindra & Mahindra Financial Services Ltd. Mid Cap Financial (32.53) 1.08% 16.76 2.45%
Voltas Ltd. Mid Cap Consumer Discretionary (59.74) 1.08% 165.4 63.09%
The Federal Bank Ltd. Mid Cap Financial (24.8) 1.07% 9.69 17.33%
Axis Bank Ltd. Large Cap Financial (24.43) 1.07% 28.68 29.81%
Shriram Finance Ltd Large Cap Financial (20.08) 1.06% 13.74 78.77%
AU Small Finance Bank Ltd. Mid Cap Financial (17.76) 1.04% 0 95.96%
K.P.R. Mill Ltd. Mid Cap Textiles (751.55) 1.04% 0 166.23%
NTPC Ltd. Large Cap Energy (26.55) 1.03% 17.26 104.78%
Timken India Ltd. Mid Cap Capital Goods (50.75) 1.03% 0 4.77%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (40.15) 1.01% 4.05 99.9%
RateGain Travel Technologies Ltd. Small Cap Technology (31.53) 1% 64.62 102.39%
Cholamandalam Investment and Finance Company Ltd. Large Cap Financial (26.13) 1% 28.3 41.05%
Kalpataru Projects International Ltd. Small Cap Capital Goods (26.94) 1% 38.42 124.24%
Sunteck Realty Ltd. Small Cap Construction (117.78) 0.97% -109.72 46.89%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (9.19) 0.96% 8.46 73.3%
Gujarat Gas Ltd. Mid Cap Energy (23.83) 0.95% 33.83 16.3%
JSW Infrastructure Ltd. Mid Cap Services 0.86% 0%
Devyani International Ltd. Mid Cap Services (67.99) 0.86% 173.49 4.26%
Star Health and Allied Insurance Company Ltd. Mid Cap Insurance (42.61) 0.81% 0 -4.71%
Sundram Fasteners Ltd. Mid Cap Capital Goods (46.47) 0.8% 43.38 4.98%
GAIL (India) Ltd. Large Cap Energy (23.83) 0.79% 16.27 84.52%
Max Financial Services Ltd. Mid Cap Financial (25.04) 0.78% 84.92 69.66%
Gokaldas Exports Ltd. Small Cap Textiles (47.3) 0.75% 38.29 125.66%
Clean Science And Technology Ltd. Small Cap Chemicals (61.09) 0.73% 54.33 -5.98%
Affle (India) Ltd. Small Cap Technology (34.34) 0.72% 54.87 18.02%
Welspun Corp Ltd. Small Cap Metals & Mining (39.66) 0.69% 13.59 159.23%
Navin Fluorine International Ltd. Small Cap Chemicals (26.29) 0.62% 0 6.43%
Honeywell Automation India Ltd. Mid Cap Capital Goods (104.36) 0.56% 0 25.16%
Crompton Greaves Consumer Electricals Ltd. Small Cap Consumer Discretionary (82.47) 0.52% 45.81 4.33%
Dalmia Bharat Ltd. Mid Cap Materials (57.69) 0.4% 33.42 2%
Ajanta Pharma Ltd. Mid Cap Healthcare (54.69) 0.32% 36.51 64.59%
The Ramco Cements Ltd. Mid Cap Materials (57.69) 0.26% 50 11.39%

Market Cap

Allocation
Others 1.74

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.49% 0%
Others Others 0.25% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Aditya Birla Sun Life Equity Advantage Fund?

The top holdings of this fund are Reliance Industries Ltd., Infosys Ltd., ICICI Bank Ltd., HDFC Bank Ltd., JK Cement Ltd.

Top 5 Sector for Aditya Birla Sun Life Equity Advantage Fund?

The major sectors of this fund are Financial, Services, Automobile, Capital Goods, Energy.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Add to Cart Successfully