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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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Dynamic Asset Allocation

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Aditya Birla Sun Life Balanced Advantage Fund Returns

NAV: ₹112.37

As of 2026-07-13

2.67%

1yr

11.25%

3yr

9.68%

5yr

All

Jul-25Oct-25Feb-26Apr-26Jul-26

Aditya Birla Sun Life Balanced Advantage Fund Return Calculator

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Aditya Birla Sun Life Balanced Advantage Fund Overview

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About Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

The Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option , a Dynamic Asset Allocation multi-cap fund   Open Ended Mutual Funds   from Aditya Birla Sun Life AMC Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option - Performance

The Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option has set a great track record, delivering an impressive 1-year return of 2.67. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹9,252.62 Cr. and the latest NAV declared is 112.37 as on 2026-07-13.

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option - Investment Strategy

The Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option - Fees and Expenses

The Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option has an expense ratio of 1.51 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 0.25 if redeemed within 1 year of investment.

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option - SIP Planning

The Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Dynamic Asset Allocation provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Dynamic Asset Allocation Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

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Lock-in Period

Nil

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Min SIP

100

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Min Lumpsum

₹100

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Fund Size(Cr)

₹9,252.62

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Expense Ratio

1.51%

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Exit Load

0.25%

0. 25% FOR REDEMPTION/SWITCHED OUT WITHIN 7 DAYS FROM THE DATE OF ALLOTMENT.

Fund Analysis

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Aditya Birla Sun Life Balanced Advantage Fund from the house of Aditya Birla Sun Life Mutual Funds reviewed in detail. The fund has an investment objective to provide stability and to generate long-term capital growth by investing its assets in equity and equity-related securities along with debt securities. The minimum lumpsum amount is Rs.100 and the minimum SIP amount is Rs.100. The fund managers of Aditya Birla Sun Life Balanced Advantage Fund are Mr. Vineet Maloo and Mr. Mohit Sharma.

Aditya Birla Sun Life Balanced Advantage Fund Holdings

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Aditya Birla Sun Life Balanced Advantage Fund AMC Details

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  • Fund House

    Aditya Birla Sun Life AMC Limited

  • Fund Manager

    Abhinav Khandelwal

Aditya Birla Sun Life Balanced Advantage Fund FAQs

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How can I invest in the Aditya Birla Sun Life Balanced Advantage Fund ?

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What are the historical returns of the Aditya Birla Sun Life Balanced Advantage Fund ?

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What is the Net Asset Value (NAV) of Aditya Birla Sun Life Balanced Advantage Fund currently?

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Is Aditya Birla Sun Life Balanced Advantage Fund a good investment option for me?

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What are the expense ratios associated with Aditya Birla Sun Life Balanced Advantage Fund ?

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Can I invest in both SIP and Lump Sum plans for Aditya Birla Sun Life Balanced Advantage Fund ?

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How can I redeem my investments in the Aditya Birla Sun Life Balanced Advantage Fund ?

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What is the current Asset Under Management (AUM) for Aditya Birla Sun Life Balanced Advantage Fund ?

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How can I invest in the Aditya Birla Sun Life Balanced Advantage Fund through SIPs of INR 1000 per month?

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Disclaimer

Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.