Aditya Birla Sun Life Equity Advantage IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

Aditya Birla Sun Life Equity Advantage IDCW Reinvest Direct Plan

NAV
₹199.0900
-0.35%
(18 Apr)
AUM
5,526 Cr
TER
1.14%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+65.1%
+65.1%
+45.2%
+45.2%
+40.4%
+34.6%
3Y
+31.9%
+31.9%
+31.7%
+31.7%
+21.2%
+13.8%
5Y
+26.8%
+26.8%
NA
NA
+17.9%
+15.0%
ALL
+18.3%
+18.3%
+34.9%
+34.9%
+15.4%
+15.6%
VOL
16.3%
16.3%
15.8%
15.8%
-
18.8%
TER
0.8%
0.8%
0.9%
0.9%
-
1.1%
AUM
₹2,110 Cr
₹2,110 Cr
₹1,108 Cr
₹1,108 Cr
-
₹5,526 Cr
INFO
1.12
1.12
2.21
2.21
-
0.83
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Equity Advantage IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Reliance Industries Ltd
4.0%
ICICI Bank Ltd
3.8%
HDFC Bank Ltd
3.4%
Infosys Ltd
3.3%
Sun Pharmaceuticals Industries Ltd
2.1%
Larsen & Toubro Ltd
2.1%
Bharti Airtel Ltd
2.1%
Clearing Corporation Of India Limited
2.0%
JK Cement Ltd
2.0%
State Bank of India
1.9%
Top industry exposure
Consumer Cyclical
24.6%
Financial Services
22.3%
Industrials
16.0%
Basic Materials
6.8%
Energy
6.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
58%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
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.
Fund manager(s)
Atul Penkar
Dhaval Joshi

FAQs