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 Jan
Top holdings
Cash Offset For Derivatives
15.2%
ICICI Bank Ltd
3.9%
Reliance Industries Ltd
3.9%
HDFC Bank Ltd
3.4%
Infosys Ltd
2.7%
Kotak Mahindra Bank Ltd
2.6%
7.18% Govt Stock 2037
2.6%
Cholamandalam Investment And Fin. Co. Ltd - NCD & Bonds
1.9%
7.26% Govt Stock 2033
1.7%
Shriram Transport Finance Company Limited - NCD & Bonds
1.7%
Top industry exposure
Financial Services
19.5%
Industrials
9.2%
Consumer Cyclical
6.7%
Basic Materials
6.7%
Technology
6.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
305%
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.