Buy Aditya Birla SL Equity Advantage Fund(G) - Large & Mid Cap Fund - Mutual Fund NAV, AUM, Portfolio, Performance, Returns.

Aditya Birla SL Equity Advantage Fund(G)

As on Aug-14-2020 change fund

386.93

-4.46 (-1.14%)

fund 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.

riskometer

Investors understand that their principal will be at moderately high risk

5-Years History

financial year	2015-2016	2016-2017	2017-2018	2018-2019	2019-2020
NAV in Rs (as on 31-Mar-2020)	340.02	445.64	489.13	487.65	361.48
Net Assets(Rs Crores) (as on 31-Mar-2020)	1028.15	3123.85	5744.90	5609.89	3418.60
Scheme Returns(%)(Absolute)	-6.07	31.07	9.55	-1.29	-26.15
B'mark Returns(%)(Absolute)	NA	NA	0.34	3.97	-28.63
Category Rank	100/316	86/312	176/353	167/261	150/234

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2020-2021	20.36	NA	NA	NA
2019-2020	1.76	-4.01	7.16	-29.19
2018-2019	0.24	-3.46	-0.98	4.04
2017-2018	5.76	7.60	7.12	-9.96
2016-2017	11.13	12.78	-10.13	16.37

Top 10 holdings

company	(%)
Reliance Industries Ltd.	7.43
HDFC Bank Ltd.	5.74
ICICI Bank Ltd.	3.90
Bharti Airtel Ltd.	3.89
Crompton Greaves Consumer Elec...	3.49
Bajaj Finance Ltd.	3.26
Larsen & Toubro Infotech Ltd.	3.07
Kotak Mahindra Bank Ltd.	3.05
Info Edge (India) Ltd.	2.95
Shree Cement Ltd.	2.85

Top 10 sectors

sectors	(%)
Bank - Private	17.79
Refineries	7.43
Cement & Construction Materials	7.27
IT - Software	5.74
Consumer Durables - Domestic Appliances	5.04
Insurance	4.12
Pharmaceuticals & Drugs	4.01
Telecommunication - Service Provider	3.89
Finance - NBFC	3.80
Chemicals	3.45

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Aditya Birla SL Equity Advantage Fund(G)	Large-Growth	24-Feb-1995	4,264.78	-0.91	4.15	19.24	2.27	-2.26	4.47	9.12	16.56	BUY SIP
Mirae Asset Emerging Bluechip-Reg(G)	Large-Growth	09-Jul-2010	10,596.23	1.30	7.07	23.71	10.99	7.14	12.14	18.20	18.75	BUY SIP
Edelweiss Large & Mid Cap Fund-Reg(G)	Large-Growth	14-Jun-2007	495.10	0.25	7.81	19.47	6.75	4.85	6.17	9.27	9.16	BUY SIP
Invesco India Growth Opp Fund(G)	Large-Growth	09-Aug-2007	2,703.38	-0.15	4.95	17.82	3.06	4.64	6.65	10.44	9.78	BUY SIP
Tata Large & Mid Cap Fund(G)	Large-Growth	25-Feb-1993	1,596.76	0.56	6.79	21.21	4.76	4.62	6.05	9.67	11.70	BUY SIP
Canara Rob Emerg Equities Fund-Reg(G)	Large-Growth	11-Mar-2005	5,543.36	0.54	7.18	20.23	12.17	4.19	8.88	15.29	15.82	BUY SIP
Sundaram Large and Mid Cap Fund(G)	Large-Growth	27-Feb-2007	1,195.68	0.56	6.94	21.58	1.26	4.08	6.99	8.61	9.29	BUY SIP
Quant Large & Mid Cap Fund(G)	Large-Growth	11-Dec-2006	4.92	-1.22	2.17	15.77	17.30	4.00	9.55	11.12	10.73	BUY SIP
Kotak Equity Opp Fund(G)	Large-Growth	09-Sep-2004	3,517.10	0.37	4.67	19.55	7.30	3.52	7.16	10.00	17.02	BUY SIP
SBI Large & Midcap Fund-Reg(G)	Large-Growth	28-Feb-1993	2,746.27	1.66	6.89	22.08	3.42	2.89	5.48	9.70	13.37	BUY SIP
LIC MF Large & Midcap Fund-Reg(G)	Large-Growth	25-Feb-2015	706.36	-0.11	5.94	17.78	3.26	2.79	7.14	NA	7.50	BUY SIP
Principal Emerging Bluechip Fund(G)	Large-Growth	12-Nov-2008	2,014.81	0.24	7.34	20.07	10.64	2.42	7.76	12.53	22.18	BUY SIP
DSP Equity Opportunities Fund-Reg(G)	Large-Growth	16-May-2000	4,889.15	0.13	4.34	19.63	4.65	2.13	7.07	9.74	16.44	BUY SIP
BOI AXA Large & Mid Cap Equity Fund-Eco(G)	Large-Growth	21-Oct-2008	173.50	0.14	6.07	18.10	8.52	1.48	4.52	7.18	11.58	BUY SIP
HDFC Growth Opp Fund-Reg(G)	Large-Growth	18-Feb-1994	1,289.05	2.66	8.58	24.99	1.47	0.82	3.04	5.31	10.59	BUY SIP
L&T Large and Midcap Fund-Reg(G)	Large-Growth	22-May-2006	1,168.85	0.69	7.81	17.74	5.92	0.64	4.56	9.74	11.37	BUY SIP
Essel Large & Midcap Fund-Reg(G)	Mid-Growth	07-Dec-2015	95.96	-0.79	4.88	18.54	-2.21	0.43	NA	NA	7.67	BUY SIP
IDFC Core Equity Fund-Reg(G)	Large-Growth	09-Aug-2005	2,117.17	1.22	8.79	23.57	1.71	0.01	5.58	7.18	10.06	BUY SIP
ICICI Pru Large & Mid Cap Fund(G)	Large-Growth	09-Jul-1998	2,378.28	2.14	6.80	20.41	-0.21	-0.06	5.17	8.86	16.68	BUY SIP
UTI Core Equity Fund-Reg(G)	Large-Growth	20-May-2009	755.49	1.97	8.71	25.45	1.07	-0.70	2.38	7.58	9.17	BUY SIP
Franklin India Equity Advantage Fund(G)	Large-Growth	02-Mar-2005	2,016.32	2.96	7.25	24.19	-4.97	-2.08	1.52	8.23	13.40	BUY SIP
Nippon India Vision Fund(G)	Large-Growth	08-Oct-1995	2,291.22	0.86	7.62	24.29	3.64	-3.07	1.81	6.10	17.00	BUY SIP
Axis Growth Opp Fund-Reg(G)	Mid-Growth	22-Oct-2018	1,260.08	-0.08	5.89	19.54	11.27	NA	NA	NA	10.83	BUY SIP
HSBC Large & Mid Cap Equity Fund-Reg(G)	Large-Growth	28-Mar-2019	546.68	-0.30	5.43	18.14	2.54	NA	NA	NA	-2.85	BUY SIP
Motilal Oswal Large & Midcap Fund-Reg(G)	Large-Growth	17-Oct-2019	459.99	-1.25	2.01	14.67	NA	NA	NA	NA	-5.65	BUY SIP
Union Large & Midcap Fund-Reg(G)	Large-Growth	06-Dec-2019	207.29	NA	6.95	22.41	NA	NA	NA	NA	1.60	BUY SIP
Mahindra Manulife Top 250 Nivesh Yojana-Reg(G)	Large-Growth	30-Dec-2019	219.39	0.24	6.34	19.24	NA	NA	NA	NA	-3.49	BUY SIP

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