Aditya Birla SL Equity Advantage Reg-G

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity G

2 Morning Star

1 Value Research

NAV( 29 Sep 2023)

₹ 695.32
0.5%

Aditya Birla SL Equity Advantage Reg-G

Invest now
Performance

19.5%3y Returns

-0.42% 1D Returns

Investment details
  • Min SIP amount

    ₹ 1000
  • Min Lumpsum

    ₹ 1000
  • Lock In

    0
  • Expense ratio

    1.91%
  • Exit load

    1% 1% for redemption within 90 days
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 5,244 Cr
  • Plan

    REGULAR
  • Launch date

    2 Apr 2001
  • Fund type

    OPEN
  • Fund benchmark

    NIFTY Large Midcap 250 Total Return Index
  • ISIN

    INF209K01165
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Ashok Leyland Ltd. 1.75%
Tata Motors Ltd. 1.12%
CarTrade Tech Ltd. 0.41%
Sona BLW Precision Forgings Ltd. 1.54%
Atul Ltd. 2.48%
Aarti Industries Ltd. 1.66%
EPL Ltd. 0.2%
Anupam Rasayan India Ltd. 0.51%
PI Industries Ltd. 2.16%
Affle (India) Ltd. 1.05%
JK Cement Ltd 3.4%
The Ramco Cements Ltd. 1.85%
Kajaria Ceramics Ltd. 1.66%
Crompton Greaves Consumer Electricals Ltd. 3.98%
Whirlpool Of India Ltd. 1.04%
V-Guard Industries Ltd. 1.12%
Voltas Ltd. 3.73%
SRF Ltd. 3.36%
Reliance Industries Ltd. 1.75%
Gujarat Gas Ltd. 2.82%
NTPC Ltd. 0.95%
Reliance Industries Ltd - Partly Paid Equity 0.34%
ABB India Ltd. 0.41%
Honeywell Automation India Ltd. 1.24%
L&T Technology Services Ltd. 1.74%
Polycab India Ltd. 0.96%
Axis Bank Ltd. 2.03%
Bajaj Finance Ltd. 6.33%
Cholamandalam Investment & Finance Company Ltd. 1.1%
Indusind Bank Ltd. 1.84%
ICICI Bank Ltd. 7.56%
HDFC Bank Ltd. 2.06%
State Bank of India 3.72%
Avanti Feeds Ltd. 0.85%
Dr. Reddy's Laboratories Ltd. 0.03%
Cadila Healthcare Ltd. 0.54%
Fortis Healthcare Ltd. 0.51%
Gland Pharma Ltd. 1.13%
Natco Pharma Ltd. 1.28%
Syngene International Ltd. 0.57%
Strides Pharma Science Ltd. 0.41%
Metropolis Healthcare Ltd. 0.93%
SBI Life Insurance Company Ltd. 0.47%
ICICI Lombard General Insurance Company Ltd. 0.77%
MTAR Technologies Ltd. 0.26%
Zomato Ltd. 0.92%
Info Edge (India) Ltd. 2.51%
FSN E-Commerce Ventures Ltd. 0.16%
PVR Ltd. 0.6%
Jubilant FoodWorks Ltd. 1.4%
HCL Technologies Ltd. 0.97%
MindTree Ltd. 3.51%
Infosys Ltd. 4.5%
Birlasoft Ltd. 0.96%
KPIT Technologies Ltd. 0.7%
Route Mobile Ltd. 0.4%
Coforge Ltd. 1.22%
Larsen & Toubro Infotech Ltd. 4.98%
Sectors
Company Allocation %
Automobile 4.82%
Construction 6.91%
Consumer Staples 0.85%
Financial 24.64%
Diversified 3.36%
Capital Goods 4.35%
Consumer Discretionary 9.87%
Chemicals 7.01%
Services 5.85%
Energy 5.86%
Technology 17.24%
Insurance 1.24%
Healthcare 5.40%
Communication 1.05%
Risk Associated
Very High
  • Investors be aware that principal under this fund will be at Very High risk.
  • This product is suitable for investors who are seeking capital appreciation over long term

Contact Information

Address:

About

Aditya Birla Sun Life Mutual Fund (ABSLMF) is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together the Aditya Birla Group's experience in the Indian market and Sun Life's global experience. Having total domestic assets under management of above to Rs.2.9 lakhs crore, ABSLMF is one of the leading Fund Houses in India based on domestic average AUM as published by the Association of Mutual Funds of India. ABSLMF has an impressive mix of reach, a wide range of product offerings across equity, debt, balanced as well as structured asset classes, sound investment performance and over 7 million investor folios.

  • Funds Offered

    5
  • AUM

    ₹ 14,671 Cr
  • Highest Return

    19.5%
About

Satyabrata Mohanty Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

Start investing now

Select a Date

1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

Similar Mutual Funds

View All Mutual Funds

Mirae Asset Emerging Bluechip Reg-G

4 Morning Star

4 Value Research

1.79 %

4 Morning Star

4 Value Research

NAV

112.92

1M Returns

1.79%

1Y Returns

20.42%

3Y Returns

24.94%

Min. Investment

Rs.1000.0

Fund Size

Rs.28439.28 Cr

Fund Manager

Neelesh Surana
Very High Equity G
More

NAV

112.92

Min Investment

₹1000.0

Fund Size

₹28439.28 cr

Fund Manager

Neelesh Surana
ADD to watchlist
0.6 %

0 Morning Star

0 Value Research

NAV

182.04

1M Returns

0.6%

1Y Returns

13.21%

3Y Returns

22.22%

Min. Investment

Rs.1000.0

Fund Size

Rs.17939.37 Cr

Fund Manager

Shridatta Bhandwaldar
Very High Equity G
More

NAV

182.04

Min Investment

₹1000.0

Fund Size

₹17939.37 cr

Fund Manager

Shridatta Bhandwaldar
ADD to watchlist
Canara Robeco Emerging Equities Reg-G

4 Morning Star

3 Value Research

0.6 %

4 Morning Star

3 Value Research

NAV

182.04

1M Returns

0.6%

1Y Returns

13.21%

3Y Returns

22.22%

Min. Investment

Rs.1000.0

Fund Size

Rs.17939.37 Cr

Fund Manager

Shridatta Bhandwaldar
Very High Equity G
More

NAV

182.04

Min Investment

₹1000.0

Fund Size

₹17939.37 cr

Fund Manager

Shridatta Bhandwaldar
ADD to watchlist
Invesco India Growth Opportunities-G

3 Morning Star

2 Value Research

1.1 %

3 Morning Star

2 Value Research

NAV

60.9

1M Returns

1.1%

1Y Returns

18.09%

3Y Returns

20.22%

Min. Investment

Rs.100.0

Fund Size

Rs.4072.19 Cr

Fund Manager

Pranav Gokhale
Very High Equity G
More

NAV

60.9

Min Investment

₹100.0

Fund Size

₹4072.19 cr

Fund Manager

Pranav Gokhale
ADD to watchlist
Quant Large and Mid Cap-G

4 Morning Star

3 Value Research

3.51 %

4 Morning Star

3 Value Research

NAV

84.49

1M Returns

3.51%

1Y Returns

20.36%

3Y Returns

28.58%

Min. Investment

Rs.1000.0

Fund Size

Rs.1032.93 Cr

Fund Manager

Sanjeev Sharma
Very High Equity G
More

NAV

84.49

Min Investment

₹1000.0

Fund Size

₹1032.93 cr

Fund Manager

Sanjeev Sharma
ADD to watchlist
Tata Large & Mid Cap Reg-G

3 Morning Star

4 Value Research

1.6 %

3 Morning Star

4 Value Research

NAV

410.78

1M Returns

1.6%

1Y Returns

18.96%

3Y Returns

25.0%

Min. Investment

Rs.150.0

Fund Size

Rs.5125.34 Cr

Fund Manager

Chandraprakash Padiyar
Very High Equity G
More

NAV

410.78

Min Investment

₹150.0

Fund Size

₹5125.34 cr

Fund Manager

Chandraprakash Padiyar
ADD to watchlist
Bandhan Core Equity Reg-G

3 Morning Star

3 Value Research

3.08 %

3 Morning Star

3 Value Research

NAV

88.68

1M Returns

3.08%

1Y Returns

26.39%

3Y Returns

27.03%

Min. Investment

Rs.100.0

Fund Size

Rs.2846.59 Cr

Fund Manager

Anoop Bhaskar
Very High Equity G
More

NAV

88.68

Min Investment

₹100.0

Fund Size

₹2846.59 cr

Fund Manager

Anoop Bhaskar
ADD to watchlist
ICICI Pru Large & Mid Cap-G

4 Morning Star

4 Value Research

2.69 %

4 Morning Star

4 Value Research

NAV

683.46

1M Returns

2.69%

1Y Returns

22.84%

3Y Returns

31.66%

Min. Investment

Rs.100.0

Fund Size

Rs.9364.53 Cr

Fund Manager

Ihab Dalwai
Very High Equity G
More

NAV

683.46

Min Investment

₹100.0

Fund Size

₹9364.53 cr

Fund Manager

Ihab Dalwai
ADD to watchlist
Axis Growth Opportunities Fund Reg-G

2 Morning Star

2 Value Research

1.09 %

2 Morning Star

2 Value Research

NAV

23.26

1M Returns

1.09%

1Y Returns

17.21%

3Y Returns

23.75%

Min. Investment

Rs.100.0

Fund Size

Rs.9686.04 Cr

Fund Manager

Jinesh Gopani
Very High Equity G
More

NAV

23.26

Min Investment

₹100.0

Fund Size

₹9686.04 cr

Fund Manager

Jinesh Gopani
ADD to watchlist
Sundaram Large and Mid Cap-G

3 Morning Star

2 Value Research

2.17 %

3 Morning Star

2 Value Research

NAV

63.07

1M Returns

2.17%

1Y Returns

16.04%

3Y Returns

23.62%

Min. Investment

Rs.100.0

Fund Size

Rs.5477.23 Cr

Fund Manager

Ravi Gopalakrishnan
Very High Equity G
More

NAV

63.07

Min Investment

₹100.0

Fund Size

₹5477.23 cr

Fund Manager

Ravi Gopalakrishnan
ADD to watchlist
Mahindra Manulife Large & Mid Cap Fund Reg-G

4 Morning Star

3 Value Research

2.4 %

4 Morning Star

3 Value Research

NAV

20.56

1M Returns

2.4%

1Y Returns

21.47%

3Y Returns

27.91%

Min. Investment

Rs.500.0

Fund Size

Rs.1378.26 Cr

Fund Manager

Abhinav Khandelwal
Very High Equity G
More

NAV

20.56

Min Investment

₹500.0

Fund Size

₹1378.26 cr

Fund Manager

Abhinav Khandelwal
ADD to watchlist
HSBC Large and Mid Cap Fund Reg-G

3 Morning Star

2 Value Research

1.89 %

3 Morning Star

2 Value Research

NAV

18.81

1M Returns

1.89%

1Y Returns

21.16%

3Y Returns

22.37%

Min. Investment

Rs.1000.0

Fund Size

Rs.2335.55 Cr

Fund Manager

Neelotpal Sahai
Very High Equity G
More

NAV

18.81

Min Investment

₹1000.0

Fund Size

₹2335.55 cr

Fund Manager

Neelotpal Sahai
ADD to watchlist
Edelweiss Large & Mid Cap Reg-G

3 Morning Star

3 Value Research

0.92 %

3 Morning Star

3 Value Research

NAV

62.03

1M Returns

0.92%

1Y Returns

17.26%

3Y Returns

24.45%

Min. Investment

Rs.100.0

Fund Size

Rs.2197.46 Cr

Fund Manager

Trideep Bhattacharya
Very High Equity G
More

NAV

62.03

Min Investment

₹100.0

Fund Size

₹2197.46 cr

Fund Manager

Trideep Bhattacharya
ADD to watchlist
Union Large & Midcap Reg-G

2 Morning Star

2 Value Research

1.2 %

2 Morning Star

2 Value Research

NAV

19.37

1M Returns

1.2%

1Y Returns

15.99%

3Y Returns

22.71%

Min. Investment

Rs.1000.0

Fund Size

Rs.521.79 Cr

Fund Manager

Vinay Paharia
Very High Equity G
More

NAV

19.37

Min Investment

₹1000.0

Fund Size

₹521.79 cr

Fund Manager

Vinay Paharia
ADD to watchlist
HDFC Large and Mid Cap Reg-G

3 Morning Star

4 Value Research

1.93 %

3 Morning Star

4 Value Research

NAV

244.01

1M Returns

1.93%

1Y Returns

27.18%

3Y Returns

32.17%

Min. Investment

Rs.100.0

Fund Size

Rs.11197.54 Cr

Fund Manager

Gopal Agrawal
Very High Equity G
More

NAV

244.01

Min Investment

₹100.0

Fund Size

₹11197.54 cr

Fund Manager

Gopal Agrawal
ADD to watchlist
DSP Equity Opportunities-G

3 Morning Star

3 Value Research

2.08 %

3 Morning Star

3 Value Research

NAV

429.5

1M Returns

2.08%

1Y Returns

21.65%

3Y Returns

25.32%

Min. Investment

Rs.100.0

Fund Size

Rs.8869.42 Cr

Fund Manager

Rohit Singhania
Very High Equity G
More

NAV

429.5

Min Investment

₹100.0

Fund Size

₹8869.42 cr

Fund Manager

Rohit Singhania
ADD to watchlist
Bank of India Large & Mid Cap Equity Eco-G

2 Morning Star

0 Value Research

2.8 %

2 Morning Star

0 Value Research

NAV

70.81

1M Returns

2.8%

1Y Returns

19.07%

3Y Returns

23.76%

Min. Investment

Rs.5000.0

Fund Size

Rs.229.88 Cr

Fund Manager

Nitin Gosar
Very High Equity G
More

NAV

70.81

Min Investment

₹5000.0

Fund Size

₹229.88 cr

Fund Manager

Nitin Gosar
ADD to watchlist
Bank of India Large & Mid Cap Equity Reg-G

2 Morning Star

1 Value Research

2.76 %

2 Morning Star

1 Value Research

NAV

65.23

1M Returns

2.76%

1Y Returns

18.41%

3Y Returns

23.17%

Min. Investment

Rs.1000.0

Fund Size

Rs.229.88 Cr

Fund Manager

Nitin Gosar
Very High Equity G
More

NAV

65.23

Min Investment

₹1000.0

Fund Size

₹229.88 cr

Fund Manager

Nitin Gosar
ADD to watchlist
Kotak Equity Opportunities Reg-G

4 Morning Star

4 Value Research

1.97 %

4 Morning Star

4 Value Research

NAV

245.73

1M Returns

1.97%

1Y Returns

22.65%

3Y Returns

25.23%

Min. Investment

Rs.100.0

Fund Size

Rs.15013.39 Cr

Fund Manager

Harsha Upadhyaya
Very High Equity G
More

NAV

245.73

Min Investment

₹100.0

Fund Size

₹15013.39 cr

Fund Manager

Harsha Upadhyaya
ADD to watchlist
Baroda BNP Paribas Large & Mid Cap Fund Reg-G

0 Morning Star

0 Value Research

1.03 %

0 Morning Star

0 Value Research

NAV

19.12

1M Returns

1.03%

1Y Returns

20.64%

3Y Returns

23.89%

Min. Investment

Rs.500.0

Fund Size

Rs.834.24 Cr

Fund Manager

Sanjay Chawla
Very High Equity G
More

NAV

19.12

Min Investment

₹500.0

Fund Size

₹834.24 cr

Fund Manager

Sanjay Chawla
ADD to watchlist
LIC MF Large & Mid Cap Reg-G

3 Morning Star

2 Value Research

1.49 %

3 Morning Star

2 Value Research

NAV

27.23

1M Returns

1.49%

1Y Returns

10.48%

3Y Returns

20.96%

Min. Investment

Rs.1000.0

Fund Size

Rs.2197.93 Cr

Fund Manager

Yogesh Patil
Very High Equity G
More

NAV

27.23

Min Investment

₹1000.0

Fund Size

₹2197.93 cr

Fund Manager

Yogesh Patil
ADD to watchlist
UTI Core Equity Reg-G

3 Morning Star

3 Value Research

2.26 %

3 Morning Star

3 Value Research

NAV

123.38

1M Returns

2.26%

1Y Returns

25.2%

3Y Returns

29.11%

Min. Investment

Rs.500.0

Fund Size

Rs.1925.89 Cr

Fund Manager

V Srivatsa
Very High Equity G
More

NAV

123.38

Min Investment

₹500.0

Fund Size

₹1925.89 cr

Fund Manager

V Srivatsa
ADD to watchlist
Aditya Birla SL Equity Advantage Reg-G

2 Morning Star

1 Value Research

0.5 %

2 Morning Star

1 Value Research

NAV

695.32

1M Returns

0.5%

1Y Returns

15.82%

3Y Returns

19.5%

Min. Investment

Rs.1000.0

Fund Size

Rs.5244.13 Cr

Fund Manager

Satyabrata Mohanty
Very High Equity G
More

NAV

695.32

Min Investment

₹1000.0

Fund Size

₹5244.13 cr

Fund Manager

Satyabrata Mohanty
ADD to watchlist
SBI Large & Midcap-G

4 Morning Star

5 Value Research

0.93 %

4 Morning Star

5 Value Research

NAV

454.12

1M Returns

0.93%

1Y Returns

17.27%

3Y Returns

28.49%

Min. Investment

Rs.500.0

Fund Size

Rs.14682.26 Cr

Fund Manager

Saurabh Pant
Very High Equity G
More

NAV

454.12

Min Investment

₹500.0

Fund Size

₹14682.26 cr

Fund Manager

Saurabh Pant
ADD to watchlist
Motilal Oswal Large and Midcap Fund Reg-G

4 Morning Star

4 Value Research

2.55 %

4 Morning Star

4 Value Research

NAV

21.15

1M Returns

2.55%

1Y Returns

29.96%

3Y Returns

29.76%

Min. Investment

Rs.500.0

Fund Size

Rs.2080.51 Cr

Fund Manager

Aditya Khemani
Very High Equity G
More

NAV

21.15

Min Investment

₹500.0

Fund Size

₹2080.51 cr

Fund Manager

Aditya Khemani
ADD to watchlist
Nippon India Vision-G

3 Morning Star

3 Value Research

2.25 %

3 Morning Star

3 Value Research

NAV

997.68

1M Returns

2.25%

1Y Returns

21.34%

3Y Returns

25.82%

Min. Investment

Rs.1000.0

Fund Size

Rs.3503.07 Cr

Fund Manager

Amar Kalkundrikar
Very High Equity G
More

NAV

997.68

Min Investment

₹1000.0

Fund Size

₹3503.07 cr

Fund Manager

Amar Kalkundrikar
ADD to watchlist