Aditya Birla Mutual Fund

Aditya Birla Equity Advantage  Fund

By Rajendra

Oct 28, 2022

Scheme Analysis

Category 

Large Mid Cap

Inception

Feb 25, 1995

Benchmark

BSE 250 LargeMid Cap 

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AUM  - 5,378 Cr

Fund Manager

Satyabrata Mohanty

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Aditya Birla SL Equity Advantage Fund

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

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Investment Strategy

Top 5 Holding

ICICI Bank

HDFC Bank

SBI

Axis Bank

Infosys

9.16

4.40

4.08

3.18

3.16

Total 23.98

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

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Investment Strategy

Bank

IT

Consumer Durable

Top 5 Sector

20.82

10.04

6.83

6.83

5.41

Chemical

Auto Component

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Scheme Performance

Exit Load

Upto 90 days - 1.00%

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As on 30Sep. 2022

1 Year

3 Year

Since Inception

Period

Returns

-11.51%

14.97%

7.38%

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SIP Performance

Exit Load

upto  90 days - 1%

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As on 30 Sep. 2022

1 Year

3 Year

5 Year

Period

Value

11,376

44,181

79,588

Returns

-9.50%

13.78%

11.25%

Monthly SIP of 1,000