Aditya Birla Sun Life

Aditya Birla Sun Life Equity Advantage Fund: Needs time to build track record

Needs time to build track record

Aditya Birla Sun LifeET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision. 

Aditya Birla Sun Life

ET Wealth collaborates with Value Research to analyse top mutual funds. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision. 

How has the fund performed? 
With a 10-year return of 9.79%, the fund has underperformed both the benchmark index (11.71%) and the category average (11.33%). 

The fund has outperformed both index and category average over the past decade.

Annualised performance (%) 
The fund has struggled to outperform over 1- and 3-year time periods. 
Yearly performance (%)

The fund has been fairly consistent in outperformance in recent years. 

Where does the fund invest?

The fund is currently tilted towards large caps. 

Top 5 sectors in portfolio (%) 

The fund is currently heavily invested in financials. 

The fund portfolio features few large positions in index heavyweights, yet is otherwise index agnostic. 

How risky is it?

The fund’s risk-return profile is similar to that of its category average. 

Source: ET Times, Google.

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