ABSL Equity Advantage Fund – Regular Plan – Analyse AUM, NAV, Returns and more

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


ABSL Equity Advantage Fund – Regular Plan Ranking

Crisil MF Rank 2/5

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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  1. Invest in Mutual FundOpen Demat Account


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.


Invest in ABSL Equity Advantage Fund– Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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