Aditya Birla Mutual Fund

Aditya Birla Equity Advantage  Fund

By Rajendra

Apr 21, 2023

Scheme Analysis

Category 

Large Mid Cap

Inception

Feb 25, 1995

Benchmark

BSE 250 LargeMid Cap 

Scribbled Arrow

AUM  - 4,805 Cr

Fund Manager

Dhaval Joshi & Atul Penkar

Thick Brush Stroke

Aditya Birla Equity Advantage Fund

Top 5 Holding

ICICI Bank

HDFC Bank

Infosys

SBI

Axis Bank

8.47

6.78

4.92

4.36

4.20

Total 28.73

aim to grow your invested wealth by identifying companies with sound corporate managements,  good future growth

Image Credit - Unsplash

Investment Strategy

Bank

IT

Automobile

Top 5 Sector

24.95

11.10

7.72

6.24

4.29

Cement

Chemical

Fund invests predominantly in securities of large and mid-cap companies

Image Credit - Unsplash

Investment Strategy

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 90 days - 1.00%

Scribbled Arrow

As on 3 Apr. 2023

1 Year

3 Year

Since Inception

Period

Returns

-11.12%

25.43%

7.04%

Thick Brush Stroke

SIP Performance

Exit Load

upto  90 days - 1%

Scribbled Arrow

As on 3  Apr 2023

1 Year

3 Year

5 Year

Period

Value

11,551

39,829

74,083

Returns

-6.80%

6.66%

8.35%

Monthly SIP of 1,000