Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
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Fund Manager: Mr. Harish Krishnan, Mr. Lovelish Solanki, Mr. Mohit Sharma |
Hybrid: Dynamic Asset Allocation |
CRISIL Hybrid 50+50 Moderate Index
NAV as on 12-06-2026
AUM as on
Rtn ( Since Inception )
9.56%
Inception Date
Apr 25, 2000
Expense Ratio
1.76%
Fund Status
Open Ended Schemes
Min. Investment
100
Min. Topup
100
Min. SIP Amount
100
Risk Status
very high
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. There can be no assurance that the investment objective of the Scheme will be realized.
Fund Performance
3 and 6 Months returns are absolute
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 3.15 | -0.64 | 2.97 | 11.25 | 9.33 | 10.57 |
| AK Hybrid Balanced TRI | -1.45 | -4.72 | -2.62 | 7.87 | 7.24 | 9.55 |
| Hybrid: Dynamic Asset Allocation | 1.8 | -2.8 | -0.01 | 9.69 | 8.27 | 9.53 |
| Rank within Category | 5 | 5 | 6 | 5 | 6 | 5 |
| Number of Funds within Category | 37 | 36 | 36 | 29 | 21 | 12 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 9,250.31 | 1.76 | 2.97 | 11.25 | 9.33 | 10.57 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 16.31 | 15.22 | 0.74 | 8.12 | 15.36 | 13.41 | 4.19 | 16.54 | 12.99 | -0.94 |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Fund Multiplier
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Asset Allocation
Top 10 Holdings
| Company | Instrument | Credit Rating | Holdings (%) |
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