Scheme Overview
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
(Erstwhile Aditya Birla Sun Life Advantage Fund - Regular Growth)
Category: Equity: Large and Mid Cap |
Launch Date: 24-02-1995 |
Asset Class: Equity |
Benchmark: BSE 250 Large MidCap Index |
Expense Ratio: 1.87% As on ( 31-07-2024) |
Status: Open Ended for subscription |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 6,281.39 Cr As on ( 31-07-2024) |
Turn over: 50 |
941.75
0.06 ( 0.0064% )
16.85%
BSE 250 Large MidCap Index14.43%
PERFORMANCE of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Scheme Performance (%) Data as on - 16-09-2024
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | 32.38 | 10.83 | 20.14 | 14.45 | 16.85 |
Benchmark | - | - | - | - | - |
Equity: Large and Mid Cap | 42.12 | 19.85 | 24.36 | 16.33 | 18.93 |
Yearly Performance (%)
Fund Managers
Atul Penkar, Dhaval Joshi
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.
RETURNS CALCULATOR for Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth | 13.91 | 0.55 | -3.78 | 0.98 | - | - |
Equity: Large and Mid Cap | - | - | - | - | - | - |