Birla Sun Life Advantage Fund (Equity, Multi Cap)

436.34
18.99%
1
Capital Appreciation
Long Term Horizon
Moderately High
2.29%
22 yrs 10 months24 Feb 1995
₹ 5190.22 Cr12 Dec 2017

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Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

The scheme seeks to achieve long-term growth at relatively moderate levels of risk through a diversified investment approach, the investment emphasis of the scheme would be on identifying companies with sound corporate managements and prospects of good future growth.

Scheme Documents

TenureReturns (CAGR)
YTD
37.44
1 Month
0.62
1 YR
34.65
2 YR
25.31
3 YR
17.19
TenureReturns (CAGR)
1 YR
25.73
2 YR
25.61
3 YR
20.4
5 YR
23.74
10 YR
18

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.06
State Bank of India4.88
Hindustan Petroleum Corpn. Ltd.4.86
Maruti Suzuki India Ltd.4.43
ICICI Bank Ltd.3.74
Voltas Ltd.3.63
Eicher Motors Ltd.3.6
Natco Pharma Ltd.3.07
PNB Housing Finance Ltd.3
Dalmia Bharat Ltd.2.98

Top Sectoral Holdings

Sector Name% Assets
Financial34.31
Energy11.58
Automobile10.73
Cons Durable8.99
Construction7.84
FMCG5.7
Healthcare5.08
Chemicals3.89
Metals3.89
Engineering2.68

Indicators

Portfolio turnover ratio57
Standard Deviation15.22%
Beta1.05%
Sharpe Ratio0.79

Satyabrata Mohanty

Mr. Mohanty is a B.Com (H), Chartered Accountant and CFA.
He has been part of Birla group since last 17 years. He has over 12 years of experience in Finance and Research. He has handled responsibilities across Fund Management (Equity & Debt), Trading and Credit Research functions. Prior to joining BSLAMC, he has worked with Aditya Birla Management Corporation Ltd & joined ABG as a management Trainee.

Other Funds Managed by Satyabrata Mohanty

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