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
₹109.2900
-0.03%
(12 Mar)
AUM
6,988 Cr
TER
0.75%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+10.5%
+8.1%
+6.2%
+5.3%
+3.0%
-1.7%
3Y
+13.7%
+12.2%
+13.4%
+20.1%
+10.8%
+13.7%
5Y
+14.3%
+15.7%
NA
+25.1%
+13.4%
+11.4%
ALL
+10.7%
+12.0%
+11.8%
+15.4%
+13.5%
+8.5%
VOL
8.3%
10.2%
5.8%
13.8%
-
8.8%
TER
0.8%
0.8%
0.8%
0.8%
-
1.2%
AUM
₹2,625 Cr
₹6,988 Cr
₹32,530 Cr
₹90,375 Cr
-
₹125 Cr
INFO
1.29
1.17
2.02
1.12
-
0.97
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 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.
Fund manager(s)
Harish Krishnan
Lovelish Solanki
Mohit Sharma

FAQs