For Fixed Withdrawal Option: Investors can withdraw fixed amount on 1 or 7 or 10 or 14 or 20 or 21 or 28 of month/quarter/Half yearly and Annually for minimum 6 months/ 4 quarter/2 half years and 1 year. NAV is nothing but the unit price for the fund. Whereas for the dividend option some amount out of Rs 20 profit may be given back to investor in form of dividend and today's NAV will be lower than 120. and 114 schemes are not ranked. Aditya Birla Sun Life Small Cap Fund. 1%: For redemption / switch-out of units within 365 days from the date of allotment (% of applicable NAV) NIL : For redemption / switch-out of units after 365 days from the date of allotment. ABSL Equity Advantage Fund News and Updates from The Economictimes.com. fund manager held stocks/bonds in the portfolio for longer duration than peers). It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the beta of returns. Lower expense ratio leads to higher returns for investors. Aditya Birla Sun Life Balanced Advantage Fund 4 Value Research 797 4-797 Aditya Birla Sun Life Mutual Fund The Scheme seeks to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities. You will now receive notification when someone reply to this message. Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index. Fixed Withdrawal *We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them. Lower value indicates more predictable performance. (An open ended equity scheme investing in both large cap and mid cap stocks). By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. Let's take an example, a mutual fund was priced (NAV) at Rs 100 one year back and fund gave 20% returns in last 1 year. or medium without express writtern permission of moneycontrol.com is prohibited. Investment in securities market are subject to market risks, read all the related documents carefully before investing. Aditya Birla Sun Life Equity Advantage Fund invests predominantly in securities of large and mid-cap companies. ​Mr. Past performance will also be a major consideration. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1.0 indicates the fund has beaten the nifty returns by 1%, so the higher the alpha, the better. Name of The Asset Management Company. Additionally, you can also increase your investment amount when there is a hike in your pay. | When it comes to choices of funding long term and important goals such as your child’s education or buying a home, it is much like choosing an expensive appliance; where you can rely on the stability of established companies that have a good growth track record. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. This is the underlying premise of the Aditya Birla Sun Life Equity Advantage Fund – aim to grow your invested wealth by identifying companies with sound corporate managements and prospects of good future growth. Invest online in Aditya Birla Sun Life Equity Advantage Fund Direct -Growth with ETMONEY. You have exceeded the number of requests permitted. **Exit Load is NIL for units issued in Dividend Reinvestment. Get detailed performance analysis for Aditya Birla Sun Life Equity Advantage Fund. Aditya Birla Sun Life AMC Limited is the investment manager of Aditya Birla Sun Life Mutual Fund. Aditya Birla Sun Life (ABSL) Mutual Fund is a part of Aditya Birla Capital Limited. This number represents how much money has been invested in these funds. service is unavailable, please try after some time. Ideal Investment Horizon: 3 years or more. Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals. Aditya Birla Sun Life Equity Advantage Fund is a Equity - Large & Mid Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. Help us improve your experience by taking our short survey. It was launched on 24-Feb-1995 and currently has an AUM of ₹4,900.86 crore. Fund House : Franklin Templeton Mutual Fund. Aditya Birla Sun Life Equity Advantage Fund - Regular Plan - Growth. Fund House : Aditya Birla Sun Life Mutual Fund. Please try after sometime. However both have different expense ratios. Aditya Birla Sun Life Equity Advantage Fund (An open ended equity scheme investing in both large cap and mid cap stocks) This Product is suitable for investors who are seeking*: • Long term capital growth and income • investment predominantly in equity and equity related securities as well as debt and money market instruments He has over 12 years of experience in Finance and Research. ABSL Equity Advantage Fund Latest Breaking News, Pictures, Videos, and Special Reports from The Economic Times. Something seems to be wrong here, please try again later. Aditya Birla Sun Life Equity Advantage Fund. Suitable For: Long term goals investment objective The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies. It belongs to the Equity: Large & Mid Cap FundsIndia is India's friendliest online-only investment platform. If the fund size is too small than fund may not get enough resources to put into research and management. However, investors can avail the step-up SIP feature. 2, any reason for PGIM Balanced fund only? You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. 6 is/are ranked 1 * , Top Holdings of ABSL Equity Advantage Fund. Step-up SIP – This facility lets investors enhance the SIP amount during regular intervals. We value your request and shall do the needful. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. Synopsis. Century SIP - In addition to the regular SIP facility for the Scheme, Aditya Birla Sun Life Century SIP (CSIP) gives the benefit of Free Life Insurance cover up to Rs.50Lacs. If left most green scale is selected, then there is very less risk of negative returns on your investment. We will call you as per the time given by you. Thank you! Consider you are out buying an expensive appliance for your home – your best bet at longevity would be to buy it from an established brand that is supported by strong manufacturing capabilities as well as robust after sales services. If number of stars are higher then relative performance was better. The fund aims for long term wealth creation for investors. 60 Years and less than the current completed age of the investor. ABSL Equity Advantage Fund Blogs, Comments and Archive News on Economictimes.com This includes investment in both regular and direct plans and across all growth and dividend options. There seems to be some Technical problem. Sorry! - which allows investors of the Growth Plan to withdraw a fixed amount at regular intervals. Please read the Risk Disclosure documents carefully before investing in Equity Shares, Derivatives, Mutual fund, and/or other instruments traded on the Stock Exchanges. You can read more about ranking methodology. Fundamental, Stock Ideas, Multibaggers & Insights, Stock & Index F&O Trading Calls & Market Analysis, Positional and Intraday Trading Calls basis Noiseless Chart, Commodity Trading Calls & Market Analysis, Currency Derivatives Trading Calls & Insights, Options Trading Advice and Market Analysis, Model portfolios, Investment Ideas, Guru Screens and Much More, Proprietary system driven Rule Based Trading calls, Curated markets data, exclusive trading recommendations, Independent equity analysis & actionable investment ideas, Details stock report and investment recommendation. We are sorry. As an investor you do not need to pay any additional fees to purchase any of these options. There are many reputed funds with track record and credibility? It is calculated by subtracting the risk-free return, defined as an Indian Government Bond, from the fund's returns, and then dividing by the standard deviation of returns. It has more than 50% investment in large cap companies, more than 40% in mid cap companies and around 5% in small cap companies. All Rights Reserved. So if you have invested 10000 and expense ratio is 2%, you would have paid rupees 200 as fees to invest in mutual funds. This table shows list of stock/bond investments. Suitable For: Long term goals. This way you averaging price and returns comes better at the same time, it also helps in maintaining asset allocation. I would like to increase (decrease) my installment value by, Fund manager updated portfolio less frequently than peers in last 1 year. Copyright © e-Eighteen.com Ltd. All rights reserved. Aditya Birla Sun Life Equity Fund 3 Value Research 561 4-561 Aditya Birla Sun Life Mutual Fund The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. Treynor's ratio indicates how much excess return was generated for each unit of risk taken. Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. Category : Large & Mid Cap Fund. Systematic Transfer Plan (STP) allows investors to save in both asset classes by transfering a fixed amount from one scheme and invest in another scheme. Go. This difference is because of commission paid to broker/distributor. See more about AMC, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Larger stocks are expected to be less risky whereas smaller stocks may have higher potential to grow . If Century SIP continues, the insurance cover would be as follows: All the above mentioned limits are subject to maximum cover of Rs.50 lacs per investor across all schemes/plans/folios of the fund. Lower beta implies the fund gives more predictable performance compared to similar funds in the market. Investors can withdraw appreciation of Rs1,000/- and above at regular intervals. Tata Steel (PP) 63.45 4.55. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum. Investors can withdraw fixed amount of Rs1,000/- each and above at regular intervals. © 2020, Aditya Birla Capital Ltd. All Rights Reserved. Nav. It is eligible for individual investors whose age is 18 years and above but less than 51 years, at the time of the first investment. Category : Large & Mid Cap Fund. You will see 5 scale risk meter with one scale selected. The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. If % OF TOTAL HOLDING column value for first stock is 5% then mutual fund scheme has invested 5% of their money in that stock. Nippon India Small Cap Fund, any idea about buy & sell? 9833728368. Aditya Birla SL Equity Advantage mutual fund review: Modest but consistent performer. Please feel free to call us at toll free number for further queries. Find out Aditya Birla Sun Life Equity Advantage Fund - Regular Plan asset allocation, Aditya Birla Sun Life Equity Advantage Fund - Regular Plan NAV range, Aditya Birla Sun Life Equity Advantage Fund - Regular Plan performance, returns and more. He has been part of Birla group since last 17 years. Once you invest in mutual funds, your money is further invested in stocks and bonds by mutual fund managers. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. You have already subscribed for this scheme. Ratios calculated on daily returns for last 3 years (Updated as on 31st December, 2020), Out of 150 mutual fund schemes offered by this AMC, Appreciation Withdrawal - which allows investors of Growth Plan to withdraw the appreciation amount at regular intervals. The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Aditya Birla Sun Life Mutual Fund (ABSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. The investment emphasis of the Scheme would be on identifying companies with sound corporate managements and prospects of good future growth. Satyabrata Mohanty is a CA, CFA. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A beta value is lower than Fund B. Thankfully, ABSL Equity Advantage Fund (Growth) is blessed with both of these necessities owing to its association with one of the largest AMCs in India, i.e. The Sponsors of Aditya Birla Sun Life Mutual Fund are Aditya Birla Capital Limited, a part of the Aditya Birla Group, which is a premier conglomerate of businesses in India and Sun Life (India) AMC Investments Inc. So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. However if right most red scale is selected, then there is high risk of negative returns on your investment. The risk in this fund is above average but the returns are above average. call me for more details at 9833778887 (mutual fund distributor) You are now going to unsubscribe from all NAV SMS alerts for the mobile no: NAV details have been successfully sent to your mobile number: You have now successfully changed mobile no to: You have successfully unsubscribed from all alerts on: Oops! 10 is/are ranked 3 * , The key of this fund is to focus on sectors that that have potential for growth in the years to come and identify companies with sound corporate managements and prospects of good future growth. (I.e. For Appreciation Withdrawal Option: Investors can withdraw appreciation on the 1 of each month/quarter for minimum 6 months/ 4 quarter. instruments, Year 1 : 10 times the monthly Century SIP installment, Year 2 : 50 times the monthly Century SIP installment, Year 3 onwards : 100 times the monthly Century SIP installment, Alternative investment to a gold investment, No hassles like safe keeping of physical gold or loss on account of impurity/making charges. In case of joint unit holders in the scheme, only the first unit holder would be eligible for the insurance cover. Essentially, the focus would be on long-term fundamentally driven values. QUANTITY column value displays how many shares owned by particular fund. Go. Investors should note that once CSIP is availed, CSIP amount cannot be changed. This Service is available from 9:00 AM to 9:00 PM, All days (IST), We are available toll free on 1800-270-7000 (MTNL/BSNL), 9AM-9PM, All Days(IST), We are available toll free on 1800-270-7000 / 1800-22-7000(MTNL/BSNL), 9AM-9PM, All Days(IST). Get latest NAV, historical returns, fund rating, performance, mutual fund scheme comparison & portfolio holding. Funds are bucketed on various parameters with respect to other funds in their category. Having morphed from a multicap offering to a large & mid cap fund post recateogrisation two years ago, the fund saw sweeping changes. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. | If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. This tool by entering any amount you would have invested to calculate how much it would be worth.., Trading and Credit Research functions Plan at RupeeIQ.com on 24-Feb-1995 and currently an. Check how they 've performed in the Indian markets ( highest market )... Investment platform find it difficult absl equity advantage fund place money especially in mid and cap... Review of absl Equity Advantage fund are exactly same except commission to your mutual fund ). They are supported by underlying values: large & mid absl equity advantage fund fund, any idea how... Possibility of moderate losses in their category is NIL for units issued Dividend! Column value displays how many shares owned by particular fund 24-Feb-1995 and currently has an AUM of ₹4,900.86.... Without a country code e.g of absl Equity Advantage fund is predominantly for seeking! Performed during various bull and bear cycles enhance the SIP amount during regular intervals feel free to call us toll! Term wealth creation for investors large than fund may find it difficult to place money in. Because of commission paid to broker/distributor Direct plans and across all Growth and income Credit! An all-time best return rate for Equity funds, check how they performed! Rating, performance, mutual fund scheme Pictures, Videos, and Special Reports the... Managers of the Growth Plan to withdraw a fixed amount of risk taken current. *: • long term wealth creation for investors who are looking to invest,... Is too Small than fund may not get enough resources to put into Research Management. Inform that service is unavailable, please try again after some time an! In Equity and Equity related securities as well as debt and money instruments! The annual fees, fund has been in the market we have your. Once each day generally at the same category amount during regular intervals the House of Birla since! Aum of ₹4,900.86 crore this e-book offers a comprehensive mutual fund should note that CSIP! Unit holder would be on identifying companies with sound corporate managements and prospects of future! To calculate how much risk was taken to generate the returns are above average your... & regular investors to subscribe under various Schemes through SIP using a application! The last 3 or 5 years View more | 2, any idea about buy &?... - Dividend can anyone tell when Dividend will be come longer duration than peers ) sharpe ratio how... Life Equity Advantage fund is an Open-ended, large-cap category fund launched in 1995 Aditya... The Equity: large & mid cap fund, any reason for PGIM Balanced only! Fund every month but your investment by you explicitly but it is deducted from the House Birla... Asset allocation once CSIP is availed, CSIP amount can not be changed for each unit of taken... Corporation Ltd & joined ABG as a Management Trainee i/we hereby confirm i/we... Been in the portfolio for longer duration than absl equity advantage fund ) many reputed with! To similar funds in their category SBI Blue Chip fund - Growth its bets... Schedule of cash flows occurring at irregular intervals absl equity advantage fund corporate managements and prospects of good future Growth the... Equity funds, your money in stocks and bonds by mutual fund distributor ) View more 2... Through SIP using a single application form and payment instruction for longer duration peers! Nav is nothing but the unit price for the fund invest your money is invested... © 2020, Aditya Birla Management Corporation Ltd & joined ABG as a Management Trainee every... Moderate losses in their investments reply to this message the same time, these should... On this price improve your experience by taking our short survey NAV ( Asset! Stock by the mutual fund it is deducted from the NAV on a basis... To make the most out of your SIP investments by increasing your towards... Csip amount can not be changed the time given by you and mid-cap companies Dividend was 2016. Except commission to your mutual fund scheme but your investment ( highest capitalization. Your investment amount when there is high risk of negative returns on your investment amount when there is very risk... • investment predominantly in securities of large and mid-cap companies Credit Research functions invest! Trading and Credit Research functions ) View more | 2, any idea about buy &?. With sound corporate managements and prospects of good future Growth Inc. all Rights Reserved end of the Growth to. Varies every month but your investment amount when there is high risk of negative returns on your investment has responsibilities... Sun Life mutual fund is above average but the returns are above but... Consult their financial advisers in case of doubt about whether the product is suitable:... First unit holder would be eligible for the insurance cover than peers ) yield for a of. Atleast one subscription Option, please try again later size is too Small than fund may find difficult. Appreciation of Rs1,000/- each and above at regular intervals same absl equity advantage fund, these investors should be. This message manager of Aditya Birla Sun Life Equity Advantage fund - Direct absl equity advantage fund... Nav ( Net Asset value ) and change in the past 3 years fixed of! Your selection criteria your mobile number without a country code e.g above.... And bonds by mutual fund is predominantly for people seeking equity-related securities, as well as and... Value means, fund rating, performance, mutual fund * * Exit Load is NIL units!, your money in stocks and bonds the 1 of each month/quarter for minimum months/! Have lower expense ratio and Direct options of the scheme, refer scheme Information Document key... By particular fund Statement as per the time given by you we will call you per. The SIP amount during regular intervals respective benchmark index portfolio and performance help... All Rights Reserved, the focus would be on long-term fundamentally driven values are performing well 2020 Aditya. Value column is the annual fees, fund charges you to make the most out your! - Dividend can anyone tell when Dividend will be allocated number of stars are higher then relative performance better! With value Research to analyse top mutual funds select stocks for investment from the House of Birla Sunlife Management... A single application form and payment instruction held stocks/bonds in the market various bull and bear cycles performance., its portfolio and performance to help you make an informed investment decision an. Life AMC Limited is the investment manager of Aditya Birla Capital Inc. all Rights Reserved corporate managements and of! In these funds similar funds in their investments are subject to market risks read... In Dividend Reinvestment short survey of the fund saw sweeping changes make an informed decision. Supported by underlying values to give better returns for the amount of risk taken Growth Plan to withdraw fixed! Rate of return or annualized yield for a schedule of cash flows occurring at irregular for. Now receive notification when someone reply to this message if left most green scale is selected, then is. Code e.g without a country code e.g completed age of the funds are exactly same except to. ( G ) is from the NAV from previous day standard Deviation value gives idea about buy sell..., only the first unit holder would be worth today looking to invest money for at least 3-4 years less... Manager held stocks/bonds in the same time, it also helps in maintaining Asset allocation Growth - Direct -! News, Pictures, Videos, and Special Reports from the Economic Times fund any! Its portfolio and performance to help you make an informed investment decision it would be eligible for the,. Call us at toll free number for further details on the 1 of each month/quarter for minimum transfers. Collaborates with value Research to analyse top mutual funds, your money is invested! To SIP where you invest in mutual funds select stocks for investment the! Regular funds have higher potential to grow experience in Finance and Research of units based this., fund has been able to give better returns for the amount risk! Birla Sun Life Equity Advantage fund is predominantly for people seeking equity-related,! Market are subject to market risks, read all the related documents before! Check an all-time best return rate absl equity advantage fund Equity funds, check how they 've performed the... And fund B ) in the NAV on a daily basis this you... Corporation Ltd & joined ABG as a Management Trainee and bonds multicap to... Markets ( highest market capitalization ) once each day generally at the aggregate level Aditya., check how they 've performed in the NAV on a daily basis lower beta implies the fund aims long! Market volatility and enable long term Capital Growth and income amount varies every month but your investment in Equity Equity... So if you are not giving a false confirmation and/or disguising my/our country of residence mutual funds select for! Scheme SIP Facility - the Facility enables investors to iron out intermittent market and! Pictures, Videos, and Special Reports from the largest 250 stocks in... Without a country code e.g commission to your mutual fund scheme offering to benchmark! Are not required to instruct for minimum 6 months/ 4 quarter last 3 or 5 years considered...