March 25, 2025
mayank
Aditya Birla (ABSL) Equity Advantage Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Sahifund.com
NAV Growth: Rs 923.4200
NAV IDCW: Rs 197.9000
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks 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:
1) Vishal Gajwani
Education: Mr. Gajwani is CA and CFA (US)
Experience: Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Nippon India Mutual Fund.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Aditya Birla (ABSL) Equity Advantage Fund
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 15.12% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 5,007 Cr |
| (As on 28-Feb-2025) | |
| Expense | 1.19% |
| (As on 28-Feb-2025) | |
| Risk Grade | High |
| Return Grade | Low |
| Turnover | 40.00% |
Trailing Returns (%) of Aditya Birla Equity Advantage Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Equity Advantage Dir | -5.64 | 1.10 | 6.26 | -5.67 | -12.63 | 9.72 | 10.18 | 25.51 | 12.10 | 12.05 |
| BSE Large Mid Cap TRI | -2.28 | 1.29 | 5.27 | -2.47 | -10.78 | 7.95 | 14.21 | 27.90 | 14.78 | 12.84 |
| Equity: Large & MidCap | -7.08 | 1.20 | 4.52 | -7.14 | -13.97 | 8.84 | 17.51 | 30.74 | 16.15 | 14.62 |
| Rank within category | 22 | 41 | 9 | 24 | 29 | 25 | 31 | 25 | 19 | 17 |
| Number of funds in category | 54 | 57 | 55 | 54 | 48 | 43 | 31 | 25 | 19 | 18 |
Peer Comparison of Aditya Birla Equity Advantage Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Equity Advantage Dir | 1 star | 9.72 | 10.18 | 25.51 | 1.19 | 5,007 | 15.12 | 1.00 (90) | 12Y 2M | 40.00 |
| SBI Large & Midcap Dir | 4 star | 14.20 | 17.95 | 31.17 | 0.84 | 27,385 | 17.25 | 0.10 (30) | 12Y 2M | 29.00 |
| Kotak Equity Opportunities Dir | 4 star | 12.36 | 18.98 | 30.69 | 0.61 | 22,853 | 17.27 | 1.00 (365) | 12Y 2M | 23.86 |
| HDFC Large and Mid Cap Dir | 4 star | 11.24 | 20.73 | 34.53 | 0.96 | 21,527 | 13.89 | 1.00 (365) | 12Y 2M | 4.47 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 14.87 | 22.36 | 34.93 | 0.85 | 17,818 | 16.84 | 1.00 (30) | 12Y 2M | 59.00 |
Portfolio Analysis of Aditya Birla (ABSL) Equity Advantage Fund
| No. of Stocks | 75 |
| Top 10 Stocks | 28.02% |
| Top 5 Stocks | 17.36% |
| Top 3 Sectors | 45.46% |
| Portfolio P/B Ratio | 3.37 |
| Portfolio P/E Ratio | 23.58 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,08,259 | 1,49,030 |
| Giant (%) | 39.33 | 47.00 |
| Large (%) | 18.96 | 30.22 |
| Mid (%) | 36.49 | 21.56 |
| Small (%) | 5.21 | 4.37 |
| Tiny (%) | — | 0.07 |
Chanakya’s Mutual Fund Guidance For Aditya Birla Sun Life (ABSL) Equity Advantage Fund
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