Aditya Birla Sun Life Balanced Advantage Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Aditya Birla Sun Life Balanced Advantage Growth Direct Plan

NAV
₹115.9000
-0.91%
(25 Apr)
AUM
7,321 Cr
TER
0.75%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.0%
+11.5%
+8.0%
+8.0%
+7.3%
+5.1%
3Y
+15.4%
+13.9%
+20.5%
+14.4%
+14.5%
+11.5%
5Y
+15.8%
+17.8%
+26.7%
NA
+18.9%
+15.0%
ALL
+11.2%
+12.4%
+15.7%
+12.6%
+15.3%
+14.0%
VOL
8.3%
10.3%
13.8%
6.0%
11.0%
-
TER
0.8%
0.8%
0.9%
0.7%
0.8%
-
AUM
₹2,808 Cr
₹7,321 Cr
₹94,824 Cr
₹34,015 Cr
₹4,073 Cr
-
INFO
1.34
1.21
1.14
2.10
1.39
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
HDFC Bank Ltd
4.2%
ICICI Bank Ltd
4.1%
Clearing Corporation Of India Limited
4.0%
Reliance Industries Ltd
3.4%
Kotak Mahindra Bank Ltd
2.9%
7.18% Govt Stock 2037
2.6%
Infosys Ltd
2.4%
Cholamandalam Investment And Fin. Co. Ltd - NCD & Bonds
2.0%
Net Receivables / (Payables)
1.9%
7.26% Govt Stock 2033
1.7%
Top industry exposure
Financial Services
21.5%
Industrials
8.9%
Basic Materials
8.6%
Consumer Cyclical
7.2%
Consumer Defensive
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
314%
Lock-in period
-
Exit load
• 0.25% for redemption within 7 days
Fund objective
The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.
Fund manager(s)
Harish Krishnan
Lovelish Solanki
Mohit Sharma

FAQs