Aditya Birla Sun Life AMC Limited

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

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return3.2%
  • 3 yr return10.3%
  • 5 yr return8.4%
  • Expense Ratio1.81%
  • Lock-in Period--
  • Exit Load0.2%
  • Fund Size (Cr)Rupees6707.4
  • NAVRupees75.4

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

Fund Video

Analysis

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.

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Investment 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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Reliance Industries Limited 5.8
  • ICICI Bank Limited 4.9
  • HDFC Bank Limited 4.2
  • Reverse Repo 3.2
  • Infosys Limited 2.7
  • State Bank of India 2.4
  • Axis Bank Limited 2.4
  • Housing Development Finance Corporation Limited 2.3
  • Aditya Birla Sun Life Money Manager Fund - Growth - Direct Plan 2.2
  • Government of India (15/06/2025) 2.1
  • Aditya Birla Sun Life Liquid Fund - Growth - Direct Plan 1.9
  • Sectors %
  • Banks21.5
  • Finance11.2
  • Telecom7.6
  • Petroleum Products6.5
  • Internet and Technology6.4

Fund House