tortoise-icon tortoise-icon

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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

    ₹753.79 1.71%

    18-03-2024
  • Annual Returns

    33.51%

  • Min. SIP ₹1000

    Min. Investment ₹1000

Invest Now Compare

Invest Now

Calculate SIP Returns of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

I can wait for

I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

Start SIP

Investment Returns

This Fund Category Avg. Benchmark
1W -3.55% -3.45% -2.09%
1M -1.96% -1.82% 0.54%
3M -0.74% 3.41% 2.82%
6M 5.98% 12.4% 9.45%
1Y 33.51% 40.67% 31.25%
2Y 10.33% 20.44% 16.31%
3Y 10.71% 18.91% 15.17%
5Y 13.69% 17.94% 15.36%
ALL 16.27% 15.01% 14.05%

Check out what are trolling and rolling returns of this fund ?

Check Now

Risk scale

Very High

Check ot the detail risk analysis of the fund.

Check Now
small-banner

Fund Managers

Atul Penkar
Atul Penkar

Fund Manage - 4

Total AUM. - 34389Cr.

Dhaval Joshi
Dhaval Joshi

Fund Manage - 57

Total AUM. - 361572Cr.

checked

Check Free KYC

  • checkedQuick & Easy Steps!
  • checkedEnhanced security measures
  • checkedInstant Access To All Features
To Know Your Eligibility for Mutual Fund Investment

Enter Valid PAN Number

Enter Your Name

Next By Proceeding, you agree T&C

Enter a valid mobile number

Enter valid email address

By Proceeding, you agree T&C

Portfolio Analysis

Equity98.5% Others1.49%

Market Cap

Top 5 Sectors

Financial

Services

Automobile

Capital Goods

Technology

Top 5 Companies

Reliance Industries Ltd.

ICICI Bank Ltd.

Infosys Ltd.

HDFC Bank Ltd.

JK Cement Ltd.

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

Check out the portfolio analysis of this fund.

Check Now

Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

Check out the performance of the similar or peer funds

Check Now

Compare Funds

Tata Small Cap Fund-Regular Plan-Growth

3Y Returns26.47%

AUM 5819.07Cr.

VS

Axis Small Cap Fund - Regular Plan - Growth

Returns24.03%

AUM 18615.7165Cr.

Compare Now

HDFC Small Cap Fund - Growth Option

3Y Returns28.96%

AUM 26836.99Cr.

VS

HSBC Small Cap Fund - Regular Growth

Returns29.72%

AUM 13230.8235Cr.

Compare Now

SBI Small Cap Fund - Regular Plan - Growth

3Y Returns21.17%

AUM 23716.95Cr.

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Returns26.3%

AUM 7821.2236Cr.

Compare Now

Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns31.39%

AUM 43815.61Cr.

VS

Quant Small Cap Fund-Growth

Returns39.51%

AUM 13001.8326Cr.

Compare Now

Suitability

This fund is suitable for those investors
  • PurposePurpose
  • Ideal for medium to long-term goals such as wealth creation, securing a child`s future, or retirement planning
  • StrategyStrategy
  • Employs a diversified portfolio approach with either active allocation or model allocation strategies to optimize returns.
  • DurationDuration
  • A minimum investment period of 3 years is recommended to weather market cycles and harness the fund
  • Risk ToleranceRisk Tolerance
  • Expects moderate volatility with potential dips of 20-25% in extreme market conditions, typically recovering within 1-2 years.
  • Returns ExpectationReturns Expectation
  • Targets a 12-15% compounded annual growth rate (CAGR), aiming for a balance between stability and robust growth potential.

Frequently Asked Questions

What is the current NAV of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth as of 18-03-2024 is 753.79.

What is the expense ratio of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth?

Aditya Birla Sun Life performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth is Rs 5566.35 Crs.

Is Aditya Birla Sun Life Equity Advantage Fund - Regular Growth a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Aditya Birla Sun Life Equity Advantage Fund - Regular Growth?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Services, Automobile, Capital Goods, Technology.

How to start online SIP in Aditya Birla Sun Life Equity Advantage Fund - Regular Growths?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Aditya Birla Sun Life Equity Advantage Fund - Regular Growth?

Redeeming your investments in Aditya Birla Sun Life Equity Advantage Fund - Regular Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Atul Penkar, Dhaval Joshi, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

Add to Cart Successfully