Aditya Birla Sun Life Equity Advantage Fund Growth
Medium
Risk
Equity
Large And Mid Cap Fund
+
12.26
%
12.26
%
3Y annualised
+
0.37
%
0.37
%
1D
1M
6M
1Y
3Y
All
Fund size
5526
NAV:
Mar 7, 2024
780.49
Sector
Tech
Type
Equity
Launched
Feb 1995
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
4.23
%
Infosys Ltd
3.89
%
ICICI Bank Ltd
3.7
%
HDFC Bank Ltd
3.31
%
JK Cement Ltd
2.25
%
Sun Pharmaceuticals Industries Ltd
2.04
%
State Bank of India
1.93
%
Larsen & Toubro Ltd
1.92
%
Bharti Airtel Ltd
1.89
%
Tata Motors Ltd
1.84
%
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
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
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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