ABSL Equity Advantage Fund is an Open-ended, large-cap category fund launched in 1995 by Aditya Birla Sun Life AMC Ltd. The fund manager name is Satyabrata Mohanty. The risk in this fund is above average but the returns are above average. In this article, we will do a detailed analysis of the ABSL Equity Advantage Fund, we will dig deep into its AUM, NAV, Returns & more.
ABSL Equity Advantage Fund – Regular Plan Ranking
Background of ABSL Equity Advantage Fund – Regular Plan
| Name of Fund |
Aditya Birla Sun Life Equity Advantage Fund-Regular Plan |
| Type of Fund ( Open / Close) |
Open-ended |
| Category of Fund |
Equity: Large & Mid Cap |
| Fund Manager |
Satyabrata Mohanty |
| Launch Date |
1-Feb-1995 |
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ABSL Equity Advantage Fund – Regular Plan Performance
| Risk Grade |
Above Average |
| Return Grade |
Above Average |
| NAV (as on current Date) |
Rs. 387.64 as on Dec 14, 2018 |
| Net Asset (as on current date) |
Rs. 5651.0 crore as on Nov 30, 2018 |
ABSL Equity Advantage Fund Portfolio Characteristics
| Total Stock/Securities |
61 |
| Total Bonds |
– |
| Avg Market Cap (in cr) |
63965 |
| Portfolio P/B Ratio |
3.2 |
| Portfolio P/E Ratio |
26.85 |
| 3Y Earning Growth (%) |
19.87 |
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ABSL Equity Advantage Fund – Regular Plan Composition
| Equity |
97.57% |
| Debt |
2.83% |
| Cash |
-0.44% |
ABSL Equity Advantage Fund Risk Analysis
| Standard Deviation |
17.37 |
| Sharpe Ratio |
0.28 |
| Beta |
1.03 |
| R Square |
0.92 |
| Alpha |
-2.44 |
ABSL Equity Advantage Fund – Regular Plan NAV – Yearly
| 2018 |
387 |
| 2017 |
450 |
| 2016 |
317 |
| 2015 |
292 |
| 2014 |
278 |
| 52 Week High (NAV) |
452 |
| 52 Week Low (NAV) |
356 |
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ABSL Equity Advantage Fund Returns – Yearly
| 2018 |
-13.920% |
| 2017 |
41.850% |
| 2016 |
8.480% |
| 2015 |
4.770% |
| 2014 |
60.140% |
ABSL Equity Advantage Fund – Regular Plan AUM
| 2018 |
6154 |
| 2017 |
5095 |
| 2016 |
1857 |
| 2015 |
580 |
| 2014 |
393 |
ABSL Equity Advantage Fund Expense Ratio
| 2018 |
– |
| 2017 |
2.280% |
| 2016 |
2.390% |
| 2015 |
2.810% |
| 2014 |
2.850% |
ABSL Equity Advantage Fund Quarterly Returns
| 2018 Q1 |
-9.960% |
| 2018 Q2 |
0.240% |
| 2018 Q3 |
-3.460% |
| 2018 Q4 |
– |
|
|
| 2017 Q1 |
16.370% |
| 2017 Q2 |
5.760% |
| 2017 Q3 |
7.600% |
| 2017 Q4 |
7.120% |
|
|
| 2016 Q1 |
-3.690% |
| 2016 Q2 |
11.130% |
| 2016 Q3 |
12.780% |
| 2016 Q4 |
-10.130% |
|
|
| 2015 Q1 |
6.060% |
| 2015 Q2 |
-0.060% |
| 2015 Q3 |
-0.820% |
| 2015 Q4 |
0.120% |
|
|
| 2014 Q1 |
8.940% |
| 2014 Q2 |
24.760% |
| 2014 Q3 |
4.240% |
| 2014 Q4 |
13.040% |
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ABSL Equity Advantage Fund – Regular Plan Weightage by Sector
| 1 |
Financial (36.83%) |
| 2 |
Cons Durable (10.58%) |
| 3 |
Energy (8.13%) |
| 4 |
Technology (6.87%) |
| 5 |
Construction ( 6.17%) |
| 6 |
Healthcare (6.14%) |
| 7 |
Automobile (4.73%) |
| 8 |
Metals (3.94%) |
| 9 |
Engineering (3.81%) |
| 10 |
FMCG (3.63%) |
ABSL Equity Advantage Fund – Regular Plan Weightage by Securities Holding
| 1 |
Reliance Industries (8.13%) |
| 2 |
HDFC Bank (7.79%) |
| 3 |
ICICI Bank (7.04%) |
| 4 |
State Bank of India (3.40%) |
| 5 |
Axis Bank (3.33%) |
| 6 |
Voltas (3.30%) |
| 7 |
Tata Steel (3.29%) |
| 8 |
RBL Bank (3.19%) |
| 9 |
Natco Pharma( 3.17%) |
| 10 |
Bajaj Finance (2.64%) |
ABSL Equity Advantage Fund Investment Information
| AMC |
Aditya Birla Sun Life AMC Ltd. |
| Registrar |
Computer Age Management Services Ltd. |
| Minimum Investment |
1000 |
| Minimum SIP Investment |
1000 |
| Exit Load |
1% for redemption within 365 days |
Conclusion:
The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through diversified research-based investment in Large & Midcap companies.
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