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
₹112.9400
-0.17%
(3 Apr)
AUM
6,988 Cr
TER
0.76%
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
+11.7%
+10.4%
+8.1%
+7.6%
+6.7%
+4.1%
3Y
+13.8%
+12.4%
+19.9%
+13.3%
+12.8%
+10.3%
5Y
+16.2%
+18.9%
+28.2%
NA
+20.1%
+16.1%
ALL
+11.0%
+12.3%
+15.7%
+12.4%
+15.1%
+13.9%
VOL
8.3%
10.2%
13.8%
5.9%
10.9%
-
TER
0.8%
0.8%
0.8%
0.8%
0.8%
-
AUM
₹2,625 Cr
₹6,988 Cr
₹90,375 Cr
₹32,530 Cr
₹3,833 Cr
-
INFO
1.33
1.20
1.14
2.12
1.39
-
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 28th Feb
Top holdings
ICICI Bank Ltd
4.1%
HDFC Bank Ltd
3.9%
Clearing Corporation Of India Limited
3.8%
Reliance Industries Ltd
3.5%
7.18% Govt Stock 2037
2.6%
Infosys Ltd
2.5%
Kotak Mahindra Bank Ltd
2.1%
Cholamandalam Investment And Fin. Co. Ltd - NCD & Bonds - NCD & Bonds
2.0%
Bajaj Finance Ltd
1.8%
7.26% Govt Stock 2033
1.8%
Top industry exposure
Financial Services
20.8%
Industrials
8.4%
Basic Materials
7.0%
Consumer Cyclical
6.8%
Technology
6.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
308%
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