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Aditya Birla Sun Life Equity Advantage Fund Growth

Medium
Risk
Equity
Large And Mid Cap Fund
+
11.71
%
11.71
%
3Y annualised
+
0.69
%
0.69
%
1 Day returns
Fund size
5560
NAV:
Feb 16, 2024
773.14
Sector
Tech
Type
Equity
Launched
Feb 1995
Min Investment
1000
Expense Ratio
2
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
Reliance Industries Ltd
4.61
%
ICICI Bank Ltd
4.57
%
Infosys Ltd
3.84
%
HDFC Bank Ltd
3.83
%
JK Cement Ltd
2.16
%
Tata Motors Ltd
1.96
%
Bharti Airtel Ltd
1.95
%
Coforge Ltd
1.85
%
Sun Pharmaceuticals Industries Ltd
1.82
%
Fortis Healthcare Ltd
1.81
%

Expense ratio, exit load and tax

Expense Ratio:

2

%

Inclusive of GST

Exit load

Exit load of 1.0% if redeemed within 90.0 Days, 0.0 % if redeemed after 90.0 Days.

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Fund house & investment objective

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Aditya Birla Sun Life Equity Advantage Fund Growth
More details

Investment 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.
Scheme Information Document
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* Returns are calculated as per lifetime average per annum returns of the fund.
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