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
₹103.9100
+0.42%
(25 Apr)
AUM
7,062 Cr
TER
0.69%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+40.3%
+29.4%
+27.9%
+27.1%
+25.4%
+23.6%
3Y
+26.8%
+16.1%
+15.3%
+15.9%
+13.1%
+13.8%
5Y
+19.1%
+16.9%
+16.0%
+10.2%
+12.1%
+13.3%
ALL
+16.4%
+16.8%
+13.3%
+9.6%
+14.1%
+12.5%
VOL
14.0%
10.8%
8.8%
8.4%
-
10.4%
TER
0.7%
0.7%
0.5%
1.5%
-
0.7%
AUM
₹79,875 Cr
₹3,784 Cr
₹10,738 Cr
₹122 Cr
-
₹7,062 Cr
INFO
1.17
1.54
1.51
1.14
-
1.21
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 29th Feb
Top holdings
Cash Offset For Derivatives
13.5%
Reliance Industries Ltd
4.8%
HDFC Bank Ltd
4.5%
ICICI Bank Ltd
3.8%
Infosys Ltd
3.3%
Nifty_(28/03/2024)
2.6%
7.26% Govt Stock 2033
2.3%
91 DTB 25042024
2.1%
Adani Ports & Special Economic Zone Ltd
2.1%
Tata Capital Limited - NCD & Bonds
2.0%
Top industry exposure
Financial Services
18.4%
Consumer Cyclical
8.4%
Industrials
7.9%
Energy
7.2%
Technology
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
229%
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)
Lovelish Solanki
Mohit Sharma
Vishal Gajwani

FAQs