Mutual Funds
Aditya Birla Sun Life Advantage Fund Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
Flexicap
Total Net Assets (mil)
59,656.98 INR
Morningstar® Benchmark
S&P BSE 500 India INR
Used throughout report
Fund Benchmark
S&P BSE 200 India TR INR


RETURNS (%) FUND BENCHMARK CATEGORY
3M -5.33 0.25 -0.23
6M -4.94 2.84 2.72
1Y 5.55 9.95 10.03
3Y* 7.89 4.91 7.18
5Y*19.74 12.52 16.61
10Y* 6.97 4.06 7.55
*Annualised Return Data Through 15/02/2018
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2018 - - - -
2017 19.94 -0.37 2.73 7.92
2016 -8.28 11.84 13.03 -6.07
2015 20.52 -5.33 -3.96 2.07
2014 12.80 24.71 10.02 15.47
RISK MEASURES
3Y Alpha 2.99
3Y Beta 1.03
3Y R-Squared 83.59
3Y Info Ratio 0.54
3Y Tracking Error 6.16
3Y Sharpe Ratio 0.60
3Y Std Dev 17.91
3Y Risk abv avg
5Y Risk abv avg
10Y Risk abv avg
Calculation use S&P BSE 500 India INR (where applicable)

Morningstar Style BoxTM



* Report as of 16 Feb 2018


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