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 Oct-20-2020 change fund

420.80

2.14 (0.51%)

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	13.01	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.	6.87
HDFC Bank Ltd.	5.07
Infosys Ltd.	4.91
Crompton Greaves Consumer Elec...	3.95
Bajaj Finance Ltd.	3.93
Info Edge (India) Ltd.	3.49
Larsen & Toubro Infotech Ltd.	3.45
Atul Ltd.	3.27
Voltas Ltd.	3.02
The Ramco Cements Ltd.	2.76

Top 10 sectors

sectors	(%)
IT - Software	12.72
Bank - Private	12.24
Pharmaceuticals & Drugs	10.77
Refineries	6.87
Cement & Construction Materials	5.84
Consumer Durables - Domestic Appliances	5.45
Finance - NBFC	4.58
Chemicals	4.22
BPO/ITeS	3.49
Air Conditioners	3.02

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	4,389.59	-0.43	1.69	10.79	4.31	-1.33	7.15	9.31	16.81	BUY SIP
Mirae Asset Emerging Bluechip-Reg(G)	Large-Growth	09-Jul-2010	11,466.25	0.45	1.04	9.56	10.86	6.54	13.48	17.91	19.00	BUY SIP
Invesco India Growth Opp Fund(G)	Large-Growth	09-Aug-2007	2,960.38	0.28	1.35	9.00	1.93	4.91	9.04	10.18	10.18	BUY SIP
Tata Large & Mid Cap Fund(G)	Large-Growth	25-Feb-1993	1,633.81	0.11	0.75	7.92	3.94	4.58	7.27	9.41	11.76	BUY SIP
Edelweiss Large & Mid Cap Fund-Reg(G)	Large-Growth	14-Jun-2007	516.81	0.56	0.33	8.55	3.78	4.48	7.66	8.87	9.37	BUY SIP
Kotak Equity Opp Fund(G)	Large-Growth	09-Sep-2004	3,757.00	0.35	0.93	6.95	7.69	4.12	8.97	9.82	17.18	BUY SIP
Canara Rob Emerg Equities Fund-Reg(G)	Mid-Growth	11-Mar-2005	5,987.35	0.24	-0.04	9.33	10.40	4.07	10.33	15.34	16.02	BUY SIP
Sundaram Large and Mid Cap Fund(G)	Large-Growth	27-Feb-2007	1,251.99	-0.14	-0.79	7.09	-5.18	3.27	8.41	8.35	9.44	BUY SIP
LIC MF Large & Midcap Fund-Reg(G)	Large-Growth	25-Feb-2015	772.05	0.20	0.94	9.26	2.24	3.17	9.64	NA	8.41	BUY SIP
SBI Large & Midcap Fund-Reg(G)	Large-Growth	28-Feb-1993	2,860.45	1.10	0.84	8.62	1.54	2.71	6.84	9.40	13.44	BUY SIP
Quant Large & Mid Cap Fund(G)	Mid-Growth	11-Dec-2006	5.19	-0.40	-3.49	-0.98	7.37	1.72	9.28	9.69	10.45	BUY SIP
DSP Equity Opportunities Fund-Reg(G)	Large-Growth	16-May-2000	4,838.31	0.78	-0.45	4.58	-0.77	1.70	8.52	9.16	16.46	BUY SIP
Principal Emerging Bluechip Fund(G)	Large-Growth	12-Nov-2008	2,119.37	0.58	0.42	9.78	7.10	1.23	9.77	12.33	22.33	BUY SIP
HDFC Growth Opp Fund-Reg(G)	Large-Growth	18-Feb-1994	1,367.22	0.00	-2.06	6.30	-2.91	0.86	4.06	4.56	10.55	BUY SIP
Essel Large & Midcap Fund-Reg(G)	Mid-Growth	07-Dec-2015	100.25	-0.13	-0.97	8.77	-2.03	0.69	NA	NA	8.72	BUY SIP
L&T Large and Midcap Fund-Reg(G)	Large-Growth	22-May-2006	1,196.26	-0.37	0.21	11.17	5.84	0.64	6.51	9.43	11.67	BUY SIP
BOI AXA Large & Mid Cap Equity Fund-Eco(G)	Large-Growth	21-Oct-2008	178.68	-0.49	0.45	8.52	4.72	0.38	6.09	7.28	11.85	BUY SIP
IDFC Core Equity Fund-Reg(G)	Large-Growth	09-Aug-2005	2,095.45	NA	-0.36	10.07	0.73	0.22	7.49	6.96	10.28	BUY SIP
ICICI Pru Large & Mid Cap Fund(G)	Large-Growth	09-Jul-1998	2,396.84	0.41	-2.74	4.21	-4.85	-1.26	5.51	8.05	16.55	BUY SIP
Franklin India Equity Advantage Fund(G)	Large-Growth	02-Mar-2005	2,052.22	0.91	0.96	9.03	-5.16	-1.46	3.13	7.82	13.61	BUY SIP
UTI Core Equity Fund-Reg(G)	Large-Growth	20-May-2009	762.23	0.66	-1.86	6.48	-0.77	-1.92	3.35	6.86	9.09	BUY SIP
Nippon India Vision Fund(G)	Large-Growth	08-Oct-1995	2,360.74	0.08	1.11	8.40	-0.35	-2.77	3.53	5.68	17.06	BUY SIP
Axis Growth Opp Fund-Reg(G)	Mid-Growth	22-Oct-2018	1,412.97	-0.32	0.32	6.97	8.18	NA	NA	NA	11.51	BUY SIP
HSBC Large & Mid Cap Equity Fund-Reg(G)	Large-Growth	28-Mar-2019	519.23	0.13	0.37	8.20	1.40	NA	NA	NA	0.88	BUY SIP
Motilal Oswal Large & Midcap Fund-Reg(G)	Large-Growth	17-Oct-2019	475.78	0.96	1.35	4.99	-0.07	NA	NA	NA	-0.07	BUY SIP
Baroda Large & Mid Cap Fund-Reg(G)	Mid-Growth	04-Sep-2020	553.47	NA	2.29	NA	NA	NA	NA	NA	2.70	BUY SIP
Mahindra Manulife Top 250 Nivesh Yojana-Reg(G)	Large-Growth	30-Dec-2019	229.83	0.15	-0.04	7.35	NA	NA	NA	NA	0.66	BUY SIP
Union Large & Midcap Fund-Reg(G)	Large-Growth	06-Dec-2019	203.52	-1.01	0.84	10.57	NA	NA	NA	NA	7.70	BUY SIP

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