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Aditya Birla Sun Life Equity Advantage Fund Overview

This presentation gives an investor a clear overview on Aditya Birla Sunlife Equity Advantage Fund that an investor wants to know, like - What is ABSL Equity Advantage Fund, Funds' Objective, Basic Details, Where Does it Invest, Top Holdings, Fund Manager, Performance Measure and Who Should Invest in ABSL Equity Advantage Fund.

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Aditya Birla Sun Life Equity Advantage Fund Overview

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  1. ABSL Equity Advantage Fund Consistent Gains From the Best Equity Instruments

  2. What is ABSL Equity Advantage Fund? • It is an old and consistent scheme in the large and mid-cap category. • The fund aims to deliver long term gains to the investors from the best stocks in the large and mid-cap category. • It involves high risk in the short term and must be chosen only for long term goals. • The performance in negative market conditions have been decent but in the favourable market, outstanding gains can be delivered.

  3. Funds' Objective Deliver better long term capital gains to investors Invest in the best large and mid cap companies in India To take reasonable risk and deliver better long term gains Deliver consistent returns under every market conditions

  4. Basic Details

  5. Where Does it Invest? • As per the mandate, ABSL Equity Advantage Fund invests almost equally in the mid and large-cap stocks. • A residual proportion is also invested in small-cap stocks. • Growth style of investment is strictly followed by the fund manager. • A total of 54 stocks are present in the portfolio. • The fund manager is overweight on financial and construction sector. • Nearly 45% of the corpus is invested in stocks of financial sector.

  6. Top Holdings

  7. Fund Manager Mr Satyabrata Mohanty B.Com(H), CA, CFA Senior Fund Manager at ABSL Mutual Fund • Mr Mohanty has been handling the portfolio of ABSL Equity Advantage Fund since October 2011. • He has more than 17 years of experience in the asset management business and was previously associated with prominent financial firms.

  8. Performance Measure • The performance of ABSL Equity Advantage Fund has been impressive in the bullish market trends and the returns have been higher than peers and index. • The downsides in the negative market haven't been lower than most of the peers due to aggressive portfolio.

  9. Who Should Invest? • ABSL Equity Advantage Fund involves high risk and the investment must be done by those who can tolerate volatility. • The investment must be done for a tenure of more than 5 years. • The fund is ideal for those who seek for a mid way between consistency and aggression of large and mid-cap mutual funds respectively. • The risk to reward ratio is decent and investors must take assistance of a financial expert before investing.

  10. Begin Your Journey Towards Financial Prosperity Today Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 12-7-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.

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