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
₹119.1400
+0.78%
(15 May)
AUM
7,533 Cr
TER
0.75%
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
+16.1%
+14.7%
+11.4%
+11.1%
+10.4%
+8.1%
3Y
+17.6%
+16.3%
+17.9%
+17.3%
+23.9%
+14.1%
5Y
+16.5%
+18.4%
+19.6%
+16.6%
+27.8%
+15.5%
ALL
+11.4%
+12.6%
+15.8%
+13.1%
+15.9%
+14.1%
VOL
8.3%
10.3%
11.0%
11.2%
13.8%
-
TER
0.8%
0.8%
0.8%
0.8%
0.8%
-
AUM
₹2,935 Cr
₹7,533 Cr
₹4,155 Cr
₹965 Cr
₹97,461 Cr
-
INFO
1.37
1.23
1.43
1.17
1.16
-
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 Mar
Top holdings
HDFC Bank Ltd
4.2%
ICICI Bank Ltd
4.1%
Clearing Corporation Of India Limited
4.0%
Reliance Industries Ltd
3.4%
Kotak Mahindra Bank Ltd
2.9%
7.18% Govt Stock 2037
2.6%
Infosys Ltd
2.4%
Cholamandalam Investment And Fin. Co. Ltd - NCD & Bonds
2.0%
Net Receivables / (Payables)
1.9%
7.26% Govt Stock 2033
1.7%
Top industry exposure
Financial Services
21.5%
Industrials
8.9%
Basic Materials
8.6%
Consumer Cyclical
7.2%
Consumer Defensive
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
314%
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