Aditya Birla Sun Life Equity Advantage Fund

Previously Known As : Aditya Birla Sun Life Advantage Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
Aditya Birla Sun Life Equity Advantage Fund -Regular - IDCW 25/Nov/2022 110.51
0.2200
0.1995%
Aditya Birla Sun Life Equity Advantage Fund -Direct - IDCW 25/Nov/2022 166.25
0.3300
0.1989%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 25/Nov/2022 618.03
1.2400
0.2010%
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan 25/Nov/2022 672.86
1.3600
0.2025%

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

Fund Performance Analysis

Aditya Birla Sun Life Equity Advantage Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.82
2.26
No
No
Yes
24/27 -0.40 / 4.81
1M Rolling Return %
-1.21
-0.17
No
No
Yes
27/27 -1.21 / 0.82
3M Return %
1.61
3.75
No
No
Yes
24/27 -3.56 / 8.35
3M Rolling Return %
-3.20
-0.60
No
No
Yes
27/27 -3.20 / 3.45
6M Return %
11.69
15.32
No
No
Yes
23/27 9.95 / 20.43
6M Rolling Return %
-5.22
1.12
No
No
Yes
27/27 -5.22 / 5.65
1Y Return %
-10.22
2.60
No
No
Yes
27/27 -10.22 / 10.37
1Y Rolling Return %
22.68
25.45
No
No
No
18/25 19.78 / 34.50
3Y Return %
13.64
18.08
No
No
Yes
24/24 13.64 / 25.05
3Y Rolling Return %
13.90
15.96
No
No
Yes
17/21 12.23 / 21.03
5Y Return %
7.00
11.04
No
No
Yes
21/21 7.00 / 14.33
Standard Deviation
23.14
21.14
No
No
Yes
23/24 19.17 / 23.60
Semi Deviation
18.50
16.49
No
No
Yes
24/24 13.88 / 18.50
Max Drawdown
-31.61
-28.79
No
No
Yes
21/24 -35.18 / -21.85
VaR 1 Y
-25.03
-19.14
No
No
Yes
24/24 -25.03 / -15.96
Average Drawdown
-10.26
-8.45
No
No
Yes
20/24 -13.20 / -5.98
Sharpe Ratio
0.31
0.48
No
No
Yes
23/24 0.29 / 0.73
Sterling Ratio
0.29
0.39
No
No
Yes
23/24 0.26 / 0.59
Sortino Ratio
0.16
0.23
No
No
Yes
23/24 0.16 / 0.36
Jensen Alpha
-3.93
-1.17
No
No
Yes
18/22 -6.80 / 7.87
Treynor Ratio
0.09
0.14
No
No
Yes
22/22 0.09 / 0.25
Modigliani Square measure
13.46
18.82
No
No
Yes
22/22 13.46 / 27.34
Active Return
-0.03
-0.02
No
No
No
13/22 -0.06 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Aditya Birla Sun Life Equity Advantage Fund Performance Analysis

Aditya Birla Sun Life Equity Advantage Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Aditya Birla Sun Life Equity Advantage Fund

Top Performing Funds in Large & Mid Cap Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Emerging Equities

4 The Canara Robeco Emerging Equities is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 27 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Emerging Equities performance snapshot section. 0.91% 20.26% -25.80% -15.96% 0.58 0.27 0.48

Edelweiss Large & Mid Cap Fund

3 The Edelweiss Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 27 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Large & Mid Cap Fund performance snapshot section. 3.40% 19.03% -26.03% -16.79% 0.57 0.27 0.47

Kotak Equity Opportunities Fund

2 The Kotak Equity Opportunities Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 27 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Kotak Equity Opportunities Fund performance snapshot section. 8.61% 18.81% -28.32% -17.35% 0.57 0.26 0.49

Quant Large & Mid Cap Fund

1 The Quant Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 27 funds. The fund has 22 KPIs that are in top quartile. The fund has 96% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Quant Large & Mid Cap Fund performance snapshot section. 9.81% 25.05% -21.85% -21.69% 0.69 0.36 0.45

Tata Large & Mid Cap Fund

5 The Tata Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 27 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Tata Large & Mid Cap Fund performance snapshot section. 10.37% 18.91% -28.26% -17.70% 0.56 0.27 0.49

Aditya Birla Sun Life Equity Advantage Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.90
2.36
No
No
Yes
24/27 -0.28 / 4.87
1M Rolling Return %
-1.13
-0.07
No
No
Yes
27/27 -1.13 / 0.89
3M Return %
1.83
4.07
No
No
Yes
24/27 -3.25 / 8.75
3M Rolling Return %
-2.98
-0.30
No
No
Yes
27/27 -2.98 / 3.90
6M Return %
12.17
16.02
No
No
Yes
23/27 10.33 / 21.07
6M Rolling Return %
-4.81
1.73
No
No
Yes
27/27 -4.81 / 6.59
1Y Return %
-9.43
3.85
No
No
Yes
27/27 -9.43 / 11.60
1Y Rolling Return %
23.85
26.90
No
No
Yes
20/25 21.36 / 36.52
3Y Return %
14.66
19.40
No
No
Yes
24/24 14.66 / 26.47
3Y Rolling Return %
14.94
17.14
No
No
Yes
19/21 13.22 / 22.24
5Y Return %
8.02
12.19
No
No
Yes
20/21 7.62 / 15.33
Standard Deviation
23.14
21.14
No
No
Yes
23/24 19.17 / 23.60
Semi Deviation
18.50
16.49
No
No
Yes
24/24 13.88 / 18.50
Max Drawdown
-31.61
-28.79
No
No
Yes
21/24 -35.18 / -21.85
VaR 1 Y
-25.03
-19.14
No
No
Yes
24/24 -25.03 / -15.96
Average Drawdown
-10.26
-8.45
No
No
Yes
20/24 -13.20 / -5.98
Sharpe Ratio
0.31
0.48
No
No
Yes
23/24 0.29 / 0.73
Sterling Ratio
0.29
0.39
No
No
Yes
23/24 0.26 / 0.59
Sortino Ratio
0.16
0.23
No
No
Yes
23/24 0.16 / 0.36
Jensen Alpha
-3.93
-1.17
No
No
Yes
18/22 -6.80 / 7.87
Treynor Ratio
0.09
0.14
No
No
Yes
22/22 0.09 / 0.25
Modigliani Square measure
13.46
18.82
No
No
Yes
22/22 13.46 / 27.34
Active Return
-0.03
-0.02
No
No
No
13/22 -0.06 / 0.03
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Aditya Birla Sun Life Equity Advantage Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.82% 0.90%
1M Rolling Return % -1.21% -1.13%
3M Return % 1.61% 1.83%
3M Rolling Return % -3.20% -2.98%
6M Return % 11.69% 12.17%
6M Rolling Return % -5.22% -4.81%
1Y Return % -10.22% -9.43%
1Y Rolling Return % 22.68% 23.85%
3Y Return % 13.64% 14.66%
3Y Rolling Return % 13.90% 14.94%
5Y Return % 7.00% 8.02%
Standard Deviation 23.14% 23.14%
Semi Deviation 18.50% 18.50%
Max Drawdown -31.61% -31.61%
VaR 1 Y -25.03% -25.03%
Average Drawdown -10.26% -10.26%
Sharpe Ratio 0.31% 0.31%
Sterling Ratio 0.29% 0.29%
Sortino Ratio 0.16% 0.16%
Jensen Alpha -3.93% -3.93%
Treynor Ratio 0.09% 0.09%
Modigliani Square measure 13.46% 13.46%
Active Return -0.03% -0.03%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Aditya Birla Sun Life Equity Advantage Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 5.84% 20.15% 12.55% 0.00%
One Year -62.64% 121.88% 15.43% 19.11%
Three Year -8.61% 53.21% 13.22% 5.97%
Five Year -1.59% 29.46% 13.60% 0.88%
Seven Year 5.08% 23.93% 12.82% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Large & Mid Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Hdfc Growth Opportunities Fund

0.68
1
1.81
4
3.66
2
5.19
7
17.27
7
6.51
7
20.69
4
12.50
6

Mahindra Top 250 Nivesh Yojana

0.68
2
2.21
2
2.27
14
4.24
13
12.47
22
2.53
15

Mirae Asset Emerging Bluechip Fund

0.67
3
1.62
6
3.09
9
2.61
20
11.45
24
-0.39
22
20.10
6
13.95
2

Uti Core Equity Fund

0.66
4
1.41
12
2.62
11
3.72
15
15.28
16
3.23
12
19.23
7
9.97
16

Quant Large & Mid Cap Fund

0.64
5
2.42
1
4.81
1
8.35
1
18.37
5
9.81
2
25.05
1
14.33
1

Franklin India Equity Advantage Fund

0.58
6
1.60
9
2.48
13
0.65
25
9.95
27
-3.67
25
15.62
20
8.82
18

Motilal Oswal Large And Midcap Fund

0.57
7
1.98
3
3.55
3
6.32
3
19.60
2
0.97
18
18.03
13

Kotak Equity Opportunities Fund

0.48
8
1.34
14
2.19
16
4.48
10
15.91
12
8.61
5
18.81
11
12.42
7

Dsp Equity Opportunities Fund

0.44
9
1.51
10
2.58
12
4.42
11
16.00
11
3.58
9
16.70
17
10.51
14

Essel Large & Midcap Fund

0.38
10
1.81
5
3.18
7
4.38
12
15.07
17
3.66
8
17.64
15
10.99
12

Nippon India Vision Fund

0.37
11
1.49
11
2.13
17
3.51
17
14.16
19
3.26
11
16.73
16
7.03
20

Icici Prudential Large & Mid Cap Fund

0.36
12
1.23
16
2.96
10
5.84
5
16.56
9
9.27
3
21.42
2
12.27
8

Hsbc Large And Mid Cap Equity Fund

0.34
13
1.19
17
1.32
22
2.52
21
13.84
20
-0.43
23
15.72
19

Lic Mf Large & Mid Cap Fund

0.33
14
1.14
21
-0.02
26
0.16
26
11.13
25
0.69
20
15.83
18
10.95
13

Idfc Core Equity Fund

0.31
15
1.37
13
3.49
4
7.11
2
19.22
3
7.98
6
18.10
12
10.35
15

Tata Large & Mid Cap Fund

0.25
16
1.17
18
3.42
6
5.59
6
20.43
1
10.37
1
18.91
10
12.95
4

Axis Growth Opportunities Fund

0.20
17
1.12
23
-0.40
27
-3.56
27
10.32
26
-7.14
26
18.92
9

Aditya Birla Sun Life Equity Advantage Fund

0.20
18
1.03
26
0.82
24
1.61
24
11.69
23
-10.22
27
13.64
24
7.00
21

Sundaram Large And Midcap Fund

0.20
19
1.16
19
1.92
19
2.37
23
15.56
14
0.30
21
15.09
21
11.74
10

Invesco India Growth Opportunities Fund

0.19
20
1.62
7
2.21
15
4.77
9
15.78
13
2.81
14
14.36
23
11.06
11

L&T Large And Midcap Fund

0.16
21
1.30
15
0.37
25
3.67
16
16.95
8
1.52
16
14.94
22
7.81
19

Baroda Bnp Paribas Large & Mid Cap Fund

0.12
22
1.62
8
3.10
8
4.80
8
15.47
15
1.21
17

Canara Robeco Emerging Equities

0.11
23
0.95
27
1.32
21
2.40
22
13.67
21
0.91
19
20.26
5
12.01
9

Sbi Large And Midcap Fund

0.10
24
1.13
22
1.38
20
6.03
4
18.24
6
9.06
4
21.16
3
13.13
3

Union Large & Midcap Fund

0.06
25
1.06
25
1.12
23
2.83
19
14.23
18
-0.70
24

Edelweiss Large & Mid Cap Fund

0.00
26
1.09
24
1.92
18
3.36
18
16.25
10
3.40
10
19.03
8
12.83
5

Boi Axa Large & Mid Cap Equity Fund

-0.05
27
1.15
20
3.45
5
3.95
14
18.77
4
3.18
13
17.87
14
9.22
17
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Mahindra Top 250 Nivesh Yojana

0.68
1
2.25
2
2.44
14
4.76
12
13.60
22
4.56
11

Hdfc Growth Opportunities Fund

0.68
2
1.82
5
3.75
2
5.42
7
17.77
7
7.39
7
21.38
5
12.94
11

Mirae Asset Emerging Bluechip Fund

0.67
3
1.64
7
3.18
9
2.87
21
12.00
24
0.60
23
21.31
6
15.03
2

Uti Core Equity Fund

0.66
4
1.43
12
2.68
11
3.91
16
15.69
17
3.93
14
19.89
12
10.57
16

Quant Large & Mid Cap Fund

0.64
5
2.46
1
4.87
1
8.75
1
19.33
5
11.60
1
26.47
1
15.33
1

Franklin India Equity Advantage Fund

0.58
6
1.61
9
2.54
13
0.82
25
10.33
27
-2.99
25
16.56
20
9.67
18

Motilal Oswal Large And Midcap Fund

0.58
7
2.01
3
3.70
3
6.76
3
20.52
2
2.48
18
20.01
10

Kotak Equity Opportunities Fund

0.48
8
1.37
14
2.30
16
4.80
11
16.62
11
9.94
4
20.23
9
13.74
6

Dsp Equity Opportunities Fund

0.44
9
1.53
10
2.66
12
4.67
13
16.56
12
4.57
10
17.81
16
11.58
15

Essel Large & Midcap Fund

0.39
10
1.85
4
3.35
7
4.90
10
16.16
16
5.73
8
20.00
11
13.08
10

Nippon India Vision Fund

0.37
11
1.50
11
2.18
17
3.64
18
14.44
20
3.77
15
17.32
19
7.62
21

Icici Prudential Large & Mid Cap Fund

0.36
12
1.25
16
3.05
10
6.09
5
17.08
10
10.20
3
22.38
2
13.26
8

Hsbc Large And Mid Cap Equity Fund

0.34
13
1.22
17
1.47
20
2.96
20
14.81
19
1.28
22
17.68
18

Lic Mf Large & Mid Cap Fund

0.33
14
1.17
21
0.11
26
0.54
26
11.97
25
2.22
19
17.69
17
12.66
12

Idfc Core Equity Fund

0.32
15
1.40
13
3.59
4
7.44
2
19.94
3
9.28
6
19.52
14
11.75
14

Tata Large & Mid Cap Fund

0.25
16
1.19
18
3.53
6
5.84
6
21.07
1
11.59
2
19.64
13
14.01
4

Aditya Birla Sun Life Equity Advantage Fund

0.20
17
1.05
25
0.90
24
1.83
24
12.17
23
-9.43
27
14.66
24
8.02
20

Sundaram Large And Midcap Fund

0.20
18
1.18
19
2.02
19
2.67
23
16.24
15
1.49
21
16.55
21
13.10
9

Axis Growth Opportunities Fund

0.19
19
1.10
24
-0.28
27
-3.25
27
11.09
26
-5.84
26
20.74
8

Invesco India Growth Opportunities Fund

0.18
20
1.64
8
2.33
15
5.10
9
16.53
13
4.15
13
15.83
23
12.51
13

L&T Large And Midcap Fund

0.17
21
1.32
15
0.45
25
3.93
15
17.54
8
2.51
17
15.99
22
8.76
19

Baroda Bnp Paribas Large & Mid Cap Fund

0.12
22
1.64
6
3.22
8
5.19
8
16.34
14
2.78
16

Canara Robeco Emerging Equities

0.11
23
0.97
27
1.42
22
2.71
22
14.36
21
2.14
20
21.71
4
13.36
7

Sbi Large And Midcap Fund

0.10
24
1.15
22
1.45
21
6.24
4
18.69
6
9.94
5
22.08
3
13.99
5

Union Large & Midcap Fund

0.06
25
1.03
26
1.20
23
3.15
19
14.90
18
0.57
24

Edelweiss Large & Mid Cap Fund

0.00
26
1.12
23
2.07
18
3.81
17
17.26
9
5.19
9
20.96
7
14.55
3

Boi Axa Large & Mid Cap Equity Fund

-0.05
27
1.18
20
3.56
5
4.26
14
19.44
4
4.26
12
19.14
15
10.47
17
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

-1.21
27
-3.20
27
-5.22
27
22.68
18
13.90
17

Axis Growth Opportunities Fund

-0.75
25
-2.38
25
-1.95
26
29.43
5

Franklin India Equity Advantage Fund

-0.60
23
-1.12
19
-0.47
23
25.06
14
13.31
20

Mirae Asset Emerging Bluechip Fund

-0.61
24
-1.44
21
-1.33
25
29.82
4
21.03
1

Boi Axa Large & Mid Cap Equity Fund

-0.16
12
-1.57
23
1.11
15
23.60
16
15.41
12

Canara Robeco Emerging Equities

-0.46
19
-1.13
20
0.70
17
26.81
8
17.84
3

Dsp Equity Opportunities Fund

-0.33
17
-2.51
26
0.04
22
21.91
22
16.22
10

Edelweiss Large & Mid Cap Fund

-0.25
16
-0.52
12
1.20
14
25.18
12
17.22
5

Essel Large & Midcap Fund

-0.11
11
0.19
7
1.53
10
27.14
7
15.28
13

Hdfc Growth Opportunities Fund

0.22
7
0.48
5
2.52
6
30.07
3
16.58
9

Hsbc Large And Mid Cap Equity Fund

-0.52
22
-1.47
22
-0.93
24
22.76
17

Icici Prudential Large & Mid Cap Fund

0.46
4
0.92
3
3.89
4
32.70
2
16.77
8

Idfc Core Equity Fund

0.23
6
-0.39
10
1.42
11
22.50
20
13.65
18

Invesco India Growth Opportunities Fund

-0.18
13
-1.58
24
0.30
20
19.78
25
13.60
19

Kotak Equity Opportunities Fund

0.28
5
0.37
6
2.08
7
22.62
19
17.05
6

Mahindra Top 250 Nivesh Yojana

-0.50
20
0.78
4
2.07
8

Nippon India Vision Fund

-0.19
14
-1.07
18
0.16
21
23.82
15
14.45
16

Quant Large & Mid Cap Fund

0.72
2
3.45
1
5.65
1
34.50
1
20.78
2

Sbi Large And Midcap Fund

0.82
1
1.12
2
4.31
2
28.49
6
17.60
4

Sundaram Large And Midcap Fund

-0.40
18
-0.87
15
0.61
18
25.78
11
14.79
15

Tata Large & Mid Cap Fund

0.55
3
-0.42
11
4.25
3
22.06
21
16.88
7

Union Large & Midcap Fund

-0.19
15
-0.03
8
2.61
5
26.27
9

Uti Core Equity Fund

0.04
8
-0.97
16
0.91
16
26.16
10
14.84
14

L&T Large And Midcap Fund

-0.11
10
-0.30
9
1.64
9
20.84
24
12.23
21

Lic Mf Large & Mid Cap Fund

-0.50
21
-0.66
13
1.42
12
25.16
13
15.79
11

Motilal Oswal Large And Midcap Fund

-0.06
9
-0.82
14
1.35
13
21.14
23

Baroda Bnp Paribas Large & Mid Cap Fund

-0.82
26
-1.07
17
0.48
19
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

-1.13
27
-2.98
27
-4.81
27
23.85
20
14.94
19

Axis Growth Opportunities Fund

-0.68
25
-2.04
25
-1.28
26
31.41
3

Franklin India Equity Advantage Fund

-0.54
24
-0.95
19
-0.12
24
25.96
14
14.23
20

Mirae Asset Emerging Bluechip Fund

-0.52
23
-1.20
22
-0.84
25
31.14
4
22.24
1

Boi Axa Large & Mid Cap Equity Fund

-0.08
13
-1.34
24
1.64
15
24.83
16
16.69
13

Canara Robeco Emerging Equities

-0.36
20
-0.83
18
1.31
16
28.35
8
19.23
3

Dsp Equity Opportunities Fund

-0.25
17
-2.28
26
0.50
21
23.09
22
17.32
11

Edelweiss Large & Mid Cap Fund

-0.11
15
-0.11
11
2.06
13
27.15
12
19.05
4

Essel Large & Midcap Fund

0.07
9
0.75
5
2.54
9
29.80
6
17.57
10

Hdfc Growth Opportunities Fund

0.29
7
0.66
7
2.92
7
30.90
5
17.10
12

Hsbc Large And Mid Cap Equity Fund

-0.38
21
-1.05
21
-0.09
23
24.84
15

Icici Prudential Large & Mid Cap Fund

0.54
4
1.12
4
4.33
4
33.77
2
17.68
8

Idfc Core Equity Fund

0.32
6
-0.08
10
2.03
14
23.99
19
15.02
17

Invesco India Growth Opportunities Fund

-0.07
12
-1.26
23
0.95
20
21.36
25
15.00
18

Kotak Equity Opportunities Fund

0.38
5
0.68
6
2.71
8
24.09
18
18.37
6

Mahindra Top 250 Nivesh Yojana

-0.33
19
1.28
3
3.06
6

Nippon India Vision Fund

-0.14
16
-0.95
20
0.41
22
24.45
17
15.05
16

Quant Large & Mid Cap Fund

0.88
2
3.90
1
6.59
1
36.52
1
21.79
2

Sbi Large And Midcap Fund

0.89
1
1.32
2
4.72
3
29.53
7
18.43
5

Sundaram Large And Midcap Fund

-0.30
18
-0.55
15
1.20
19
27.46
10
16.18
14

Tata Large & Mid Cap Fund

0.62
3
-0.14
12
4.84
2
23.06
23
17.73
7

Union Large & Midcap Fund

-0.10
14
0.28
8
3.19
5
27.62
9

Uti Core Equity Fund

0.10
8
-0.81
17
1.26
17
26.86
13
15.42
15

L&T Large And Midcap Fund

-0.02
11
-0.07
9
2.13
11
21.96
24
13.22
21

Lic Mf Large & Mid Cap Fund

-0.38
22
-0.27
13
2.20
10
27.16
11
17.61
9

Motilal Oswal Large And Midcap Fund

0.06
10
-0.43
14
2.11
12
23.28
21

Baroda Bnp Paribas Large & Mid Cap Fund

-0.70
26
-0.67
16
1.23
18
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

-25.03
24
-31.61
21
-10.26
20
23.14
23
18.50
24

Axis Growth Opportunities Fund

-18.29
11
-23.08
2
-6.68
5
19.17
1
14.46
2

Franklin India Equity Advantage Fund

-22.75
23
-35.18
24
-13.20
24
23.60
24
18.41
22

Mirae Asset Emerging Bluechip Fund

-18.13
10
-27.42
8
-9.63
19
20.67
11
15.85
10

Boi Axa Large & Mid Cap Equity Fund

-18.86
14
-25.59
3
-9.56
18
19.98
7
15.68
7

Canara Robeco Emerging Equities

-15.96
1
-25.80
4
-7.78
11
20.25
9
15.88
11

Dsp Equity Opportunities Fund

-18.38
12
-29.86
15
-10.83
23
21.55
14
16.53
12

Edelweiss Large & Mid Cap Fund

-16.79
2
-26.03
5
-5.98
1
19.79
5
15.23
3

Essel Large & Midcap Fund

-18.11
9
-31.37
20
-7.47
9
21.40
13
17.45
19

Hdfc Growth Opportunities Fund

-21.84
22
-30.44
16
-9.39
16
22.49
21
16.74
14

Hsbc Large And Mid Cap Equity Fund

-17.86
8
-28.34
12
-7.81
12
21.01
12
16.67
13

Icici Prudential Large & Mid Cap Fund

-20.91
19
-30.73
17
-6.46
3
22.23
19
17.09
16

Idfc Core Equity Fund

-19.30
16
-31.67
22
-8.61
14
21.95
17
17.62
20

Invesco India Growth Opportunities Fund

-18.90
15
-26.56
6
-6.05
2
19.32
2
15.27
4

Kotak Equity Opportunities Fund

-17.35
6
-28.32
11
-6.97
7
19.62
4
15.40
5

Nippon India Vision Fund

-17.23
5
-29.71
14
-8.89
15
21.87
15
17.13
17

Quant Large & Mid Cap Fund

-21.69
21
-21.85
1
-6.59
4
19.85
6
13.88
1

Sbi Large And Midcap Fund

-18.76
13
-30.94
18
-10.74
22
21.92
16
17.44
18

Sundaram Large And Midcap Fund

-17.14
4
-31.37
19
-7.55
10
22.17
18
17.74
21

Tata Large & Mid Cap Fund

-17.70
7
-28.26
10
-7.11
8
20.59
10
15.57
6

Uti Core Equity Fund

-21.25
20
-33.00
23
-10.49
21
22.26
20
17.08
15

L&T Large And Midcap Fund

-19.69
17
-27.54
9
-8.48
13
19.99
8
15.79
8

Lic Mf Large & Mid Cap Fund

-16.96
3
-26.99
7
-6.86
6
19.53
3
15.81
9

Motilal Oswal Large And Midcap Fund

-20.49
18
-29.38
13
-9.49
17
23.04
22
18.48
23
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

0.31
23
0.16
23
0.29
23
0.48
-3.93
18 1.07 1
0.92
19
0.09
22
13.46
22
-0.03
13

Axis Growth Opportunities Fund

0.73
1
0.34
2
0.58
2
0.46
2.49
3 0.87 21
0.92
20
0.18
2
23.04
2
-0.00
4

Franklin India Equity Advantage Fund

0.29
24
0.16
24
0.26
24
0.50
-6.80
22 1.07 2
0.96
12
0.10
21
14.51
21
-0.05
19

Mirae Asset Emerging Bluechip Fund

0.61
3
0.29
3
0.47
3
0.49
0.67
6 0.94 12
0.98
1
0.16
4
21.69
4
-0.01
7

Boi Axa Large & Mid Cap Equity Fund

0.48
13
0.23
12
0.41
10
0.48
1.06
5 0.91 16
0.93
18
0.14
12
18.37
12
-0.01
6

Canara Robeco Emerging Equities

0.58
4
0.27
6
0.47
4
0.48
1.78
4 0.90 17
0.96
7
0.18
3
22.76
3
-0.00
5

Dsp Equity Opportunities Fund

0.44
15
0.22
14
0.36
14
0.49
-4.06
19 0.97 10
0.96
5
0.12
16
16.73
16
-0.05
18

Edelweiss Large & Mid Cap Fund

0.57
6
0.27
5
0.45
5
0.47
-0.06
8 0.89 19
0.96
6
0.15
7
20.76
6
-0.02
11

Essel Large & Midcap Fund

0.45
14
0.21
15
0.35
15
0.49
-1.06
11 0.99 6
0.90
21
0.12
17
15.98
18
-0.01
10

Hdfc Growth Opportunities Fund

0.49
12
0.25
8
0.39
13
0.47
-0.67
10 1.00 4
0.96
11
0.15
8
20.12
8
-0.01
9

Hsbc Large And Mid Cap Equity Fund

0.39
18
0.19
19
0.34
17
0.48
-4.13
20 0.93 14
0.97
3
0.11
18
16.54
17
-0.06
20

Icici Prudential Large & Mid Cap Fund

0.50
11
0.24
10
0.39
12
0.48
-0.28
9 0.98 7
0.93
17
0.16
6
20.22
7
-0.01
8

Idfc Core Equity Fund

0.37
22
0.18
22
0.31
22
0.49
-3.69
16 0.98 9
0.97
4
0.12
15
17.16
15
-0.04
16

Invesco India Growth Opportunities Fund

0.40
16
0.19
18
0.34
16
0.49
-3.84
17 0.89 18
0.95
15
0.10
20
15.35
19
-0.06
22

Kotak Equity Opportunities Fund

0.57
5
0.26
7
0.42
8
0.49
3.26
2 0.92 15
0.94
16
0.15
9
19.95
9
0.02
2

Nippon India Vision Fund

0.37
21
0.19
20
0.33
20
0.47
-3.25
15 0.96 11
0.98
2
0.13
14
17.62
14
-0.04
15

Quant Large & Mid Cap Fund

0.69
2
0.36
1
0.59
1
0.45
7.87
1 0.77 22
0.76
22
0.25
1
27.34
1
0.03
1

Sbi Large And Midcap Fund

0.54
8
0.25
9
0.41
9
0.49
0.20
7 0.98 8
0.95
14
0.16
5
20.88
5
-0.00
3

Sundaram Large And Midcap Fund

0.39
17
0.19
17
0.33
18
0.48
-5.51
21 0.99 5
0.95
13
0.11
19
15.30
20
-0.06
21

Tata Large & Mid Cap Fund

0.56
7
0.27
4
0.43
6
0.49
-1.55
12 0.93 13
0.96
9
0.14
10
19.16
10
-0.03
14

Uti Core Equity Fund

0.38
19
0.20
16
0.31
21
0.49
-2.77
14 1.01 3
0.96
8
0.13
13
18.11
13
-0.03
12

L&T Large And Midcap Fund

0.37
20
0.18
21
0.33
19
0.49

Lic Mf Large & Mid Cap Fund

0.50
10
0.23
13
0.40
11
0.48
-1.56
13 0.87 20
0.96
11
0.14
11
19.03
11
-0.04
17

Motilal Oswal Large And Midcap Fund

0.51
9
0.24
11
0.43
7
0.49

Aditya Birla Sun Life Equity Advantage Fund Additional Return Analysis

Aditya Birla Sun Life Equity Advantage Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1002.01 1010.35 1008.22 1016.08 1116.87 897.84 1467.52 1402.61
Direct Plan Value of 1000 Rupee 1002.03 1010.51 1008.95 1018.28 1121.70 905.68 1507.24 1470.44
Fund Information
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


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