Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth is a fund scheme from Aditya Birla Sun Life mutual fund. It falls under a Large and Mid Cap category. After being launched on 1995-02-24. Aditya Birla Sun Life Equity Advantage Fund - Regular Growth has achieved Rs 5482.76 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 1000 to start the investment. The expense ratio of this fund is 1.9%.

• Investing Strategy:

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

• Performance:

  Aditya Birla Sun Life Equity Advantage Fund - Regular Growth trailing returns over different times are 3.14% (1 year), 10.67% (3 year), 19.79% (5 year). The average annual return of this fund stands at 3.14%

• Fund Manager & Portfolio Allocation:

  Atul Penkar, Dhaval Joshi are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Banks, Finance, Auto Components, IT - Software, Retailing Sectors. First five holdings of this fund are ICICI BANK LIMITED EQ NEW FV RS. 2/-, INFOSYS LIMITED EQ FV RS 5, RELIANCE INDUSTRIES LIMITED EQ, HDFC BANK LIMITED EQ NEW FV RE. 1/-, J.K.CEMENT LIMITED EQ Companies.