Last Dividend was in 2016.... waiting now, any reason for PGIM Balanced fund only? Invest online in Aditya Birla Sun Life Equity Advantage Fund Direct -Growth with ETMONEY. If 1M CHANGE column value is 4% for that stock then it means, fund has increased its holding from 1% in previous month by 4% and now current holding is 5%. Provide your mobile number without a country code e.g. This number shows latest NAV (Net Asset Value) and change in the NAV from previous day. Lower value indicates more predictable performance. Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. Aditya Birla Sun Life Equity Advantage Fund invests predominantly in securities of large and mid-cap companies. For example, if fund A and fund B both have 3-year returns of 15%, and fund A has a Sharpe ratio of 1.40 and fund B has a Sharpe ratio of 1.25, you can chooses fund A, as it has given higher risk-adjusted return. Sharpe ratio indicates how much risk was taken to generate the returns. We have sent your Account Statement as per your selection criteria. Beta value gives idea about how volatile fund performance has been compared to similar funds in the market. 60 Years and less than the current completed age of the investor. The fund needs to find a way back to outperformance to be considered a solid pick in its new avatar. Past performance will also be a major consideration. We will call you as per the time given by you. So you can say that there is a higher chance that Fund A will continue giving similar returns in future also whereas Fund B returns may vary. Essentially, the focus would be on long-term fundamentally driven values. ABSL Equity Advantage Fund News and Updates from The Economictimes.com. Once you invest in a mutual fund(s), the managers of the fund invest your money in stocks and bonds. Aditya Birla Sun Life (ABSL) Mutual Fund is a part of Aditya Birla Capital Limited. VIP or Value averaging investment plan works on a principal that, you should invest more when markets are going down and should invest less when markets are at the peak. For example 1st Jan, 2018 NAV is 120 (which is higher by 20% from first NAV) than you need to reduce your investment by 40% (new instalment amount will be ₹6000). If 1Y HIGHEST HOLDING column data says 5.5%, May-18, that means mutual fund scheme had highest investment in particular stock in May-18 and weight of that holding was 5.5%. 2, is it good to invest in pgim balanced fund and can it beat nifty 50 index, Can anyone suggest good international mutual fund to invest? 3 is/are ranked 5 * , Satyabrata Mohanty is a CA, CFA. To check an all-time best return rate for equity funds, check how they've performed in the last 3 or 5 years. Webinar Presented by Knowlarity & Freshworks. You can invest with simple formula: Let’s say you started VIP on 1st Jan, 2017 starting with ₹10000 and first instalment was processed at NAV of ₹100. System has encountered an error. Thank you! In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada. Mutual Fund NAV is the per unit latest value of all such stocks/bonds held in the portfolio, This shows how fund has historically performed compared to other funds in the category. Aditya Birla Sun Life Equity Fund 3 Value Research 561 4-561 Aditya Birla Sun Life Mutual Fund The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. Alpha indicates how fund generated additional returns compared to a benchmark. Aditya Birla Sun Life Equity Advantage Fund is a Equity - Large & Mid Cap Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index. Copyright © e-Eighteen.com Ltd All rights resderved. Help us improve your experience by taking our short survey. It is eligible for individual investors whose age is 18 years and above but less than 51 years, at the time of the first investment. 6 is/are ranked 4 * , The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings. These mutual funds select stocks for investment from the largest 250 stocks listed in the Indian markets (highest market capitalization). RupeeIQ: Fund ABSL Equity Advantage Fund - Growth - Direct Plan This is the annual fees, fund charges you to manage your money. or medium without express writtern permission of moneycontrol.com is prohibited. This number represents how much money has been invested in these funds. He has over 12 years of experience in Finance and Research. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express writtern permission of moneycontrol.com is prohibited. Reproduction of news articles, photos, videos or any other content in whole or in part in any form This is the underlying premise of the Aditya Birla Sun Life Equity Advantage Fund – aim to grow your invested wealth by identifying companies with sound corporate managements and prospects of good future growth. Aditya Birla Sun Life Equity Advantage Fund - Regular Plan 3 Value Research 27 4-27 Aditya Birla Sun Life Mutual Fund The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies. ABSL Equity Advantage Fund Latest Breaking News, Pictures, Videos, and Special Reports from The Economic Times. 2, any reason for PGIM Balanced fund only? This table shows list of stock/bond investments. investment objective The scheme seeks to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment in Large & Midcap companies. It was launched on 24-Feb-1995 and currently has an AUM of ₹4,900.86 crore. can any one suggest for monthly dividend payout scheme in MF Nippon India Small Cap Fund, any idea about buy & sell? (An open ended equity scheme investing in both large cap and mid cap stocks). So if you are comparing 2 funds (lets say Fund A and Fund B) in the same category. At the aggregate level, Aditya Birla Sun Life Equity Advantage Fund still takes an index agnostic approach in its individual bets. Aditya Birla SL Equity Advantage mutual fund review: Modest but consistent performer. If the fund size is too small than fund may not get enough resources to put into research and management. Please select atleast one subscription option, Please select "To" date greater than "From" date. Let's say if a fund A benchmarks its returns with Nifty50 returns then alpha equal to 1.0 indicates the fund has beaten the nifty returns by 1%, so the higher the alpha, the better. Synopsis. If number of stars are higher then relative performance was better. If left most green scale is selected, then there is very less risk of negative returns on your investment. The allocation of the fund in the mid and small cap stocks generally remain equal to that of large-cap stocks while sectoral preference is given to financial and consumer stocks. There seems to be some Technical problem. Minimum Balance in the scheme at the time of enrollment for STP facility: For STP installments greater than Rs.500 but less than Rs.999, Investors are required to instruct for minimum 12 transfers of Rs.500 and in multiples of Re. The Birla Sun Life Advantage Fund is predominantly for people seeking equity-related securities, as well as debt and money market instruments. NAV is declared once each day generally at the end of the day. This difference is because of commission paid to broker/distributor. service is unavailable, please try after some time. 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. If Fund A and Fund B has given 9% returns in last 3 years, but Fund A standard deviation value is lower than Fund B. Can anyone suggest good international mutual fund to invest? • investment predominantly in equity and equity related securities as well as debt and money market instruments. ABSL Equity Advantage Fund Blogs, Comments and Archive News on Economictimes.com See more about AMC, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Nippon India Small Cap Fund, any idea about buy & sell? Having morphed from a multicap offering to a large & mid cap fund post recateogrisation two years ago, the fund saw sweeping changes. As an investor you do not need to pay any additional fees to purchase any of these options. Name of The Asset Management Company. 1 thereafter. How to achieve this? View more, SBI Blue Chip Fund - Direct Plan - Dividend can anyone tell when Dividend will be come? Appreciation Withdrawal - which allows investors of Growth Plan to withdraw the appreciation amount at regular intervals. View more, can any one suggest for monthly dividend payout scheme in MF. Use this tool by entering any amount you would have invested to calculate how much it would be worth today. Aditya Birla SL Equity Advantage Fund(G) is from the house of Birla Sunlife Asset Management Company Limited. **Exit Load is NIL for units issued in Dividend Reinvestment. Aditya Birla Sun Life Equity Advantage Fund invests predominantly in securities of large and mid-cap companies. Aditya Birla Sun Life Small Cap Fund. KIM - Aditya Birla Sun Life Equity Advantage Fund, SID - Aditya Birla Sun Life Equity Advantage Fund. Now if you want to change your investment amount by 10% for every 5% change in NAV then on all subsequent instalment dates, you need to check NAV and compare the same with first NAV (ie ₹100 in our example) and based on difference, you need to adjust amount. View more The fund aims for long term wealth creation for investors. © 2020, Aditya Birla Capital Inc. | Higher the value means, fund has been able to give better returns for the amount of risk taken. Nifty 11,642.40-28.4. and 114 schemes are not ranked. Benchmarks . Aditya Birla SL Equity Advantage Fund(D) INF209K01157 276 EMF Aditya Birla SL Equity Advantage Fund(D) INF209K01CE5 32704R EMF Aditya Birla SL Equity Advantage Fund(D)-Direct Plan INF209K01VI6 35425R EMF Aditya Birla SL Equity Advantage Fund(D)-Direct Plan INF209K01VG0 35425 EMF Aditya Birla SL Equity Advantage Fund(G) INF209K01165 277 EMF Online & Offline for Direct & regular investors to consult their financial advisers in case doubt! 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