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
₹112.6700
+0.85%
(22 Nov)
AUM
7,427 Cr
TER
0.72%
Risk
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
+24.6%
+21.3%
+19.9%
+19.7%
+19.2%
+16.6%
3Y
+21.1%
+13.4%
+13.6%
+11.8%
+11.7%
+13.8%
5Y
+20.4%
+17.2%
NA
+13.8%
+13.0%
+11.7%
ALL
+16.1%
+16.3%
+13.5%
+12.6%
+14.7%
+9.2%
VOL
13.9%
10.8%
5.8%
10.3%
-
8.7%
TER
0.7%
0.7%
0.7%
0.7%
-
1.2%
AUM
₹94,866 Cr
₹4,115 Cr
₹32,661 Cr
₹7,427 Cr
-
₹135 Cr
INFO
1.16
1.51
2.32
1.22
-
1.05
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 Aug
Top holdings
Cash Offset For Derivatives
20.0%
HDFC Bank Ltd
4.9%
Reliance Industries Ltd
4.8%
ICICI Bank Ltd
4.2%
Infosys Ltd
3.9%
Clearing Corporation Of India Limited
2.5%
7.18% Govt Stock 2037
2.4%
Nifty_(26/09/2024)
2.4%
Larsen & Toubro Ltd
2.3%
ITC Ltd
2.3%
Top industry exposure
Financial Services
18.7%
Industrials
8.8%
Consumer Cyclical
8.1%
Technology
7.4%
Energy
7.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
258%
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