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
₹122.5000
+0.23%
(17 Sep)
AUM
8,208 Cr
TER
0.68%
Risk
Moderately 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
+5.4%
+4.9%
+4.0%
+3.4%
+2.6%
+1.4%
3Y
+14.3%
+15.1%
+15.4%
+15.2%
+19.5%
+12.7%
5Y
+15.3%
NA
+15.6%
+14.6%
+24.3%
+13.2%
ALL
+12.5%
+14.9%
+15.5%
+11.1%
+15.6%
+12.9%
VOL
10.2%
6.3%
10.8%
8.2%
13.6%
-
TER
0.7%
0.5%
0.7%
0.7%
0.7%
-
AUM
₹8,208 Cr
₹2,738 Cr
₹4,332 Cr
₹3,489 Cr
₹1,01,080 Cr
-
INFO
1.23
2.36
1.43
1.35
1.15
-
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 Aug
Top holdings
Cash Offset For Derivatives
11.9%
ICICI Bank Ltd
4.6%
HDFC Bank Ltd
3.6%
Reliance Industries Ltd
2.8%
Kotak Mahindra Bank Ltd
2.7%
Infosys Ltd
2.7%
Reverse Repo
2.4%
7.18% Govt Stock 2037
2.2%
Nifty_(30/09/2025)
2.1%
Banknifty_(30/09/2025)
2.1%
Top industry exposure
Financial Services
22.5%
Technology
8.5%
Industrials
7.8%
Basic Materials
6.9%
Consumer Cyclical
6.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
276%
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