Previously Known As : Aditya Birla Sun Life Advantage Fund
Aditya Birla Sun Life Equity Advantage Fund Overview
Category Large & Mid Cap Fund
BMSMONEY Rank 26
BMSMONEY Rating
Growth Option As On: 23-05-2024
NAV ₹837.31 (R) +1.03% ₹922.77 (D) +1.04%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 35.88% 13.89% 15.39% 12.15% 14.33%
LumpSum Dir. P 37.0% 14.85% 16.4% 13.22% 15.38%
SIP Reg. P 35.93% 16.24% 18.42% 15.23% 13.68%
SIP Dir. P 37.04% 17.16% 19.43% 16.2% 14.7%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.32 0.17 0.39 -4.54% 0.05
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.84% -18.42% -21.94% 0.93 10.04%

NAV Date: 23-05-2024

Scheme Name NAV Rupee Change Percent Change
Aditya Birla Sun Life Equity Advantage Fund -Regular - IDCW 139.37
1.4200
1.0300%
Aditya Birla Sun Life Equity Advantage Fund -Direct - IDCW 212.23
2.1700
1.0300%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 837.31
8.5600
1.0300%
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan 922.77
9.4600
1.0400%

Review Date: March 28, 2024

The Large & Mid Cap Fund category has 26 funds. Performance of the Aditya Birla Sun Life Equity Advantage Fund has been analyzed on 20 performance parameters. Out of eight return parameters, the fund has zero return parameters in first quartile; whereas zero risk parameters (out of five) in first quartile. Similarly zero risk-adjusted performance parameters are in first quartile, the performance on different parameters provides has achieved 26th (out of 26 funds), which is ok rank in the Large & Mid Cap Fund category.
Our ranking strategy involves a composite performance score that reflects the fund's returns, its associated risk, and its risk-adjusted performance for the last three years. We then use this composite performance score to rank the funds within each category.

The Aditya Birla Sun Life Equity Advantage Fund has poor return performance, as all 1 year and above return parameters are below average in Large & Mid Cap Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Aditya Birla Sun Life Equity Advantage Fund has given return of -0.2% in last one month which is poor as it is in the below average in Large & Mid Cap Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Aditya Birla Sun Life Equity Advantage Fund has given return of 1.72% in last three month which is very poor as it is in the fourth quartile in Large & Mid Cap Fund.
  3. 1 Year Return%: The Aditya Birla Sun Life Equity Advantage Fund has given return of 37.42% in last one year which is very poor as it is in the fourth quartile in Large & Mid Cap Fund. The one year return rank of Aditya Birla Sun Life Equity Advantage Fund is 22 in 26 funds. The investment of ₹ 10,000 in this fund would have become ₹ 13742.0 in one year.
  4. 3 Year Return%: The Aditya Birla Sun Life Equity Advantage Fund has given return of 12.8% in last three year which is very poor as it is in the fourth quartile with rank of 26 in 26 funds. in Large & Mid Cap Fund.
  5. 5 Year Return%: The Aditya Birla Sun Life Equity Advantage Fund has given return of 13.98% in last five year which is very poor as it is in the fourth quartile with rank of 21 in 21 funds. in Large & Mid Cap Fund.
  6. 1 Year SIP Return%: The Aditya Birla Sun Life Equity Advantage Fund has given return of 11.56% in last one year which is very poor as it is in the fourth quartile with rank of 25 in 26 funds. in Large & Mid Cap Fund.
  7. 3 Year SIP Return%: The Aditya Birla Sun Life Equity Advantage Fund has given return of 12.54% in last three year which is very poor as it is in the fourth quartile with rank of 25 in 26 funds. in Large & Mid Cap Fund.
  8. 5 Year SIP Return%: The Aditya Birla Sun Life Equity Advantage Fund has given return of 16.11% in last five year which is very poor as it is in the fourth quartile with rank of 21 in 21 funds. in Large & Mid Cap Fund.
  9. '
'

The Aditya Birla Sun Life Equity Advantage Fund has poor risk performance, as non of above risk paramerters are above average Large & Mid Cap Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Aditya Birla Sun Life Equity Advantage Fund has standard deviation of 13.84 which is very poor as it is in the fourth quartile with risk rank of 23 in 26 funds. in Large & Mid Cap Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Aditya Birla Sun Life Equity Advantage Fund has semi deviation of 10.04 which is very poor as it is in the fourth quartile with risk rank of 23 in 26 funds. in Large & Mid Cap Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Aditya Birla Sun Life Equity Advantage Fund has max drawdown of -21.94% which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large & Mid Cap Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Aditya Birla Sun Life Equity Advantage Fund has 1Y VaR at 95% of -18.42% which is very poor as it is in the fourth quartile with risk rank of 25 in 26 funds. in Large & Mid Cap Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Aditya Birla Sun Life Equity Advantage Fund has average drawdown of -9.47% which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large & Mid Cap Fund.
  6. '
'

The Aditya Birla Sun Life Equity Advantage Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Large & Mid Cap Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Equity Advantage Fund has Sterling Ratio of 0.39 which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large & Mid Cap Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Equity Advantage Fund has Sortino Ratio of 0.17 which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large & Mid Cap Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Equity Advantage Fund has Jensen Alpha of -4.54% which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large & Mid Cap Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Equity Advantage Fund has Treynor Ratio of 0.05 which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large & Mid Cap Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Equity Advantage Fund has Modigliani Square Measure of 11.88% which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large & Mid Cap Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Aditya Birla Sun Life Equity Advantage Fund has Alpha of -5.78% which is very poor as it is in the fourth quartile with risk rank of 26 in 26 funds. in Large & Mid Cap Fund.
  7. '
'


Not able to see in mobile!!! save the chart by clicking on camera icon.

KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 4.94
5.19
3.73 | 7.51 14 | 26
No
No
No
3M Return % 7.24
7.70
4.82 | 12.55 15 | 26
No
No
No
6M Return % 18.47
23.67
12.63 | 39.56 23 | 26
No
No
Yes
1Y Return % 35.88
44.64
25.91 | 71.12 22 | 26
No
No
Yes
3Y Return % 13.89
21.45
13.89 | 28.95 26 | 26
No
No
Yes
5Y Return % 15.39
19.75
15.39 | 27.35 22 | 22
No
No
Yes
7Y Return % 12.15
15.87
12.15 | 19.63 20 | 20
No
No
Yes
10Y Return % 14.33
16.64
13.62 | 22.15 13 | 16
No
No
Yes
15Y Return % 14.00
15.69
12.37 | 20.87 12 | 14
No
No
Yes
1Y SIP Return % 35.93
46.00
24.79 | 77.47 22 | 26
No
No
Yes
3Y SIP Return % 16.24
23.88
15.53 | 35.63 25 | 26
No
No
Yes
5Y SIP Return % 18.42
24.33
18.42 | 33.19 22 | 22
No
No
Yes
7Y SIP Return % 15.23
20.00
15.23 | 26.53 20 | 20
No
No
Yes
10Y SIP Return % 13.68
17.25
13.68 | 22.19 16 | 16
No
No
Yes
15Y SIP Return % 14.35
16.16
13.96 | 19.99 13 | 15
No
No
Yes
Standard Deviation 14.02
13.00
11.53 | 15.41 23 | 25
No
No
Yes
Semi Deviation 10.26
9.30
8.17 | 10.71 23 | 25
No
No
Yes
Max Drawdown % -21.94
-12.46
-21.94 | -7.36 25 | 25
No
No
Yes
VaR 1 Y % -18.42
-14.75
-18.62 | -12.34 24 | 25
No
No
Yes
Average Drawdown % -9.47
-5.74
-9.47 | -3.43 25 | 25
No
No
Yes
Sharpe Ratio 0.44
1.07
0.44 | 1.54 25 | 25
No
No
Yes
Sterling Ratio 0.43
1.01
0.43 | 1.58 25 | 25
No
No
Yes
Sortino Ratio 0.22
0.57
0.22 | 0.83 25 | 25
No
No
Yes
Jensen Alpha % -4.71
1.81
-4.71 | 7.89 25 | 25
No
No
Yes
Treynor Ratio 0.07
0.15
0.07 | 0.22 25 | 25
No
No
Yes
Modigliani Square Measure % 13.12
22.66
13.12 | 29.83 25 | 25
No
No
Yes
Alpha % -5.69
-0.04
-5.69 | 6.33 25 | 25
No
No
Yes
Return data last Updated On : May 23, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 5.01 5.29 3.82 | 7.61 14 | 26
No
No
No
3M Return % 7.45 8.00 5.03 | 12.81 16 | 26
No
No
No
6M Return % 18.95 24.36 13.70 | 40.46 24 | 26
No
No
Yes
1Y Return % 37.00 46.24 28.28 | 73.52 22 | 26
No
No
Yes
3Y Return % 14.85 22.88 14.85 | 31.10 26 | 26
No
No
Yes
5Y Return % 16.40 21.05 16.40 | 28.85 22 | 22
No
No
Yes
7Y Return % 13.22 17.08 13.22 | 20.76 20 | 20
No
No
Yes
10Y Return % 15.38 17.75 14.50 | 22.99 13 | 16
No
No
Yes
1Y SIP Return % 37.04 47.61 27.16 | 79.84 22 | 26
No
No
Yes
3Y SIP Return % 17.16 25.26 17.16 | 37.67 26 | 26
No
No
Yes
5Y SIP Return % 19.43 25.68 19.43 | 35.05 22 | 22
No
No
Yes
7Y SIP Return % 16.20 21.20 16.20 | 27.99 20 | 20
No
No
Yes
10Y SIP Return % 14.70 18.33 14.66 | 23.25 15 | 16
No
No
Yes
Standard Deviation 14.02 13.00 11.53 | 15.41 23 | 25
No
No
Yes
Semi Deviation 10.26 9.30 8.17 | 10.71 23 | 25
No
No
Yes
Max Drawdown % -21.94 -12.46 -21.94 | -7.36 25 | 25
No
No
Yes
VaR 1 Y % -18.42 -14.75 -18.62 | -12.34 24 | 25
No
No
Yes
Average Drawdown % -9.47 -5.74 -9.47 | -3.43 25 | 25
No
No
Yes
Sharpe Ratio 0.44 1.07 0.44 | 1.54 25 | 25
No
No
Yes
Sterling Ratio 0.43 1.01 0.43 | 1.58 25 | 25
No
No
Yes
Sortino Ratio 0.22 0.57 0.22 | 0.83 25 | 25
No
No
Yes
Jensen Alpha % -4.71 1.81 -4.71 | 7.89 25 | 25
No
No
Yes
Treynor Ratio 0.07 0.15 0.07 | 0.22 25 | 25
No
No
Yes
Modigliani Square Measure % 13.12 22.66 13.12 | 29.83 25 | 25
No
No
Yes
Alpha % -5.69 -0.04 -5.69 | 6.33 25 | 25
No
No
Yes
Return data last Updated On : May 23, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 1.03 ₹ 10103.0 1.04 ₹ 10104.0
1W 1.78 ₹ 10178.0 1.8 ₹ 10180.0
1M 4.94 ₹ 10494.0 5.01 ₹ 10501.0
3M 7.24 ₹ 10724.0 7.45 ₹ 10745.0
6M 18.47 ₹ 11847.0 18.95 ₹ 11895.0
1Y 35.88 ₹ 13588.0 37.0 ₹ 13700.0
3Y 13.89 ₹ 14773.0 14.85 ₹ 15150.0
5Y 15.39 ₹ 20456.0 16.4 ₹ 21365.0
7Y 12.15 ₹ 22321.0 13.22 ₹ 23842.0
10Y 14.33 ₹ 38169.0 15.38 ₹ 41815.0
15Y 14.0 ₹ 71333.0 - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 35.9305 ₹ 14217.444 37.0408 ₹ 14283.0
3Y ₹ 36000 16.2361 ₹ 45776.088 17.1637 ₹ 46382.58
5Y ₹ 60000 18.423 ₹ 94980.18 19.4324 ₹ 97345.38
7Y ₹ 84000 15.2268 ₹ 144531.072 16.2023 ₹ 149649.528
10Y ₹ 120000 13.6807 ₹ 245126.16 14.6978 ₹ 258855.6
15Y ₹ 180000 14.3516 ₹ 583010.8200000001 - ₹ -


Date NAV Regular Growth NAV Direct Growth
23-05-2024 837.31 922.77
22-05-2024 828.75 913.31
21-05-2024 827.5 911.91
17-05-2024 822.66 906.49
16-05-2024 815.62 898.72
15-05-2024 806.51 888.66
14-05-2024 802.54 884.27
13-05-2024 795.81 876.82
10-05-2024 795.51 876.44
09-05-2024 792.35 872.94
08-05-2024 805.55 887.46
07-05-2024 800.12 881.46
06-05-2024 810.89 893.31
03-05-2024 816.53 899.45
02-05-2024 820.41 903.71
30-04-2024 815.99 898.81
29-04-2024 812.82 895.29
26-04-2024 807.16 889.0
25-04-2024 807.49 889.34
24-04-2024 802.55 883.88
23-04-2024 797.93 878.78
22-04-2024 795.16 875.71
19-04-2024 788.33 868.12
18-04-2024 786.07 865.61
16-04-2024 788.82 868.6
15-04-2024 790.81 870.77
12-04-2024 799.89 880.71
09-04-2024 798.82 879.47
08-04-2024 801.22 882.1
05-04-2024 796.98 877.37
04-04-2024 794.72 874.86
03-04-2024 793.91 873.95
02-04-2024 792.49 872.37
01-04-2024 788.46 867.91
28-03-2024 777.68 855.97
27-03-2024 772.01 849.71
26-03-2024 768.36 845.68
22-03-2024 764.32 841.16
21-03-2024 760.99 837.48
20-03-2024 747.76 822.9
19-03-2024 746.94 821.98
18-03-2024 753.79 829.49
15-03-2024 752.79 828.35
14-03-2024 756.62 832.55
13-03-2024 747.26 822.23
12-03-2024 771.74 849.15
11-03-2024 778.21 856.25
07-03-2024 780.49 858.68
06-03-2024 777.6 855.48
05-03-2024 780.78 858.96
04-03-2024 782.66 861.02
01-03-2024 780.47 858.55
29-02-2024 772.28 849.52
28-02-2024 769.18 846.09
27-02-2024 779.22 857.12
26-02-2024 778.22 856.01
23-02-2024 780.79 858.77
22-02-2024 776.74 854.3
21-02-2024 771.35 848.36
20-02-2024 775.38 852.77
19-02-2024 774.96 852.29
16-02-2024 773.14 850.23
15-02-2024 767.86 844.4
14-02-2024 761.72 837.63
13-02-2024 756.87 832.28
12-02-2024 752.52 827.48
09-02-2024 765.19 841.35
08-02-2024 767.16 843.5
07-02-2024 772.73 849.61
06-02-2024 770.09 846.69
05-02-2024 765.21 841.3
02-02-2024 770.26 846.79
01-02-2024 765.83 841.91
31-01-2024 770.2 846.7
30-01-2024 760.48 835.99
29-01-2024 765.43 841.41
25-01-2024 756.58 831.61
24-01-2024 759.02 834.27
23-01-2024 750.39 824.77
19-01-2024 766.48 842.38
18-01-2024 760.1 835.35
17-01-2024 763.8 839.39
16-01-2024 775.25 851.96
15-01-2024 777.7 854.63
12-01-2024 774.51 851.07
11-01-2024 769.04 845.04
10-01-2024 767.33 843.15
09-01-2024 765.68 841.31
08-01-2024 764.6 840.11
05-01-2024 769.96 845.94
04-01-2024 768.24 844.03
03-01-2024 760.25 835.23
02-01-2024 760.29 835.26
01-01-2024 765.34 840.79
29-12-2023 764.56 839.87
28-12-2023 761.11 836.06
27-12-2023 757.8 832.41
26-12-2023 753.34 827.49
22-12-2023 750.89 824.7
21-12-2023 747.29 820.73
20-12-2023 741.07 813.88
19-12-2023 759.59 834.21
18-12-2023 759.55 834.15
15-12-2023 758.4 832.83
14-12-2023 754.89 828.95
13-12-2023 747.11 820.39
12-12-2023 742.21 814.99
11-12-2023 744.84 817.86
08-12-2023 740.36 812.88
07-12-2023 740.33 812.83
06-12-2023 740.36 812.85
05-12-2023 737.71 809.92
04-12-2023 735.33 807.29
01-12-2023 724.99 795.89
30-11-2023 720.29 790.71
29-11-2023 715.96 785.93
28-11-2023 709.53 778.86
24-11-2023 707.46 776.52
23-11-2023 706.77 775.75
22-11-2023 705.02 773.81
21-11-2023 705.67 774.5
20-11-2023 702.75 771.28
17-11-2023 703.08 771.59
16-11-2023 703.28 771.79
15-11-2023 699.58 767.71
13-11-2023 693.19 760.67
10-11-2023 690.44 757.6
09-11-2023 689.13 756.15
08-11-2023 690.84 758.01
07-11-2023 688.85 755.81
06-11-2023 686.37 753.08
03-11-2023 678.25 744.11
02-11-2023 673.24 738.6
01-11-2023 666.58 731.28
31-10-2023 668.89 733.8
30-10-2023 671.16 736.27
27-10-2023 671.4 736.49
26-10-2023 662.23 726.41
25-10-2023 670.63 735.6
23-10-2023 675.44 740.85
20-10-2023 690.08 756.85
19-10-2023 695.4 762.67
18-10-2023 696.47 763.83
17-10-2023 702.03 769.91
16-10-2023 700.28 767.97
13-10-2023 699.49 767.06
12-10-2023 700.5 768.15
11-10-2023 699.23 766.73
10-10-2023 695.07 762.16
09-10-2023 688.34 754.76
06-10-2023 697.21 764.44
05-10-2023 691.94 758.64
04-10-2023 689.69 756.16
03-10-2023 696.69 763.81
29-09-2023 695.32 762.24
27-09-2023 698.24 765.36
26-09-2023 694.32 761.05
25-09-2023 693.35 759.97
22-09-2023 692.4 758.88
21-09-2023 694.8 761.49
20-09-2023 702.78 770.23
18-09-2023 707.59 775.46
15-09-2023 710.34 778.42
14-09-2023 708.09 775.94
13-09-2023 702.91 770.25
12-09-2023 701.36 768.53
11-09-2023 716.61 785.22
08-09-2023 711.18 779.22
07-09-2023 707.32 774.97
06-09-2023 705.84 773.33
05-09-2023 705.24 772.66
04-09-2023 699.95 766.85
01-09-2023 697.01 763.57
31-08-2023 691.88 757.94
30-08-2023 690.59 756.5
29-08-2023 686.53 752.04
28-08-2023 683.45 748.65
25-08-2023 681.54 746.54
24-08-2023 686.14 751.56
23-08-2023 684.71 749.97
22-08-2023 681.49 746.43
21-08-2023 676.49 740.94
18-08-2023 673.01 737.08
17-08-2023 675.63 739.93
16-08-2023 675.57 739.85
14-08-2023 675.26 739.48
11-08-2023 677.93 742.34
10-08-2023 679.59 744.15
09-08-2023 681.91 746.67
08-08-2023 677.87 742.23
07-08-2023 675.56 739.68
04-08-2023 672.8 736.61
03-08-2023 668.38 731.76
02-08-2023 671.43 735.08
01-08-2023 679.92 744.35
31-07-2023 678.85 743.17
28-07-2023 672.57 736.25
27-07-2023 671.08 734.59
26-07-2023 672.77 736.42
25-07-2023 671.95 735.51
24-07-2023 669.14 732.42
21-07-2023 670.39 733.74
20-07-2023 675.18 738.97
19-07-2023 673.46 737.06
18-07-2023 669.87 733.13
17-07-2023 669.15 732.32
14-07-2023 665.09 727.83
13-07-2023 659.86 722.08
12-07-2023 659.63 721.82
11-07-2023 658.61 720.69
10-07-2023 653.71 715.3
07-07-2023 654.72 716.37
06-07-2023 658.2 720.16
05-07-2023 655.93 717.66
04-07-2023 654.76 716.36
03-07-2023 655.07 716.69
30-06-2023 653.84 715.29
28-06-2023 648.11 708.96
27-06-2023 644.09 704.56
26-06-2023 640.54 700.66
23-06-2023 638.02 697.86
22-06-2023 644.45 704.87
21-06-2023 649.71 710.61
20-06-2023 648.65 709.43
19-06-2023 646.1 706.63
16-06-2023 647.27 707.85
15-06-2023 640.16 700.07
14-06-2023 640.7 700.64
13-06-2023 639.75 699.59
12-06-2023 634.48 693.81
09-06-2023 633.37 692.56
08-06-2023 633.96 693.18
07-06-2023 637.65 697.2
06-06-2023 632.88 691.97
05-06-2023 632.48 691.52
02-06-2023 629.25 687.94
01-06-2023 625.71 684.06
31-05-2023 626.72 685.14
30-05-2023 624.95 683.19
29-05-2023 623.31 681.38
26-05-2023 621.01 678.83
25-05-2023 616.21 673.56
24-05-2023 614.68 671.88
23-05-2023 615.62 672.89

Fund Launch Date: 24/Feb/1995
Fund Category: Large & Mid Cap Fund
Investment Objective: The objective of the scheme is to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies.
Fund Description: It is an aggressive diversified equity scheme investing in both large cap and midcap stocks with a view to generate capital appreciation over long term.
Fund Benchmark: S&P BSE 200 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.