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
₹112.6200
-0.71%
(20 Dec)
AUM
7,427 Cr
TER
0.72%
Risk
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
+19.7%
+19.2%
+18.4%
+16.2%
+15.0%
+10.2%
3Y
+15.4%
+23.4%
+15.0%
+13.1%
+12.6%
+15.4%
5Y
+13.7%
+20.9%
+17.6%
+13.9%
+12.9%
+11.9%
ALL
+13.6%
+16.3%
+16.8%
+12.6%
+14.3%
+9.3%
VOL
11.2%
13.9%
10.8%
10.3%
-
8.7%
TER
0.8%
0.7%
0.7%
0.7%
-
1.2%
AUM
₹926 Cr
₹95,570 Cr
₹4,213 Cr
₹7,427 Cr
-
₹136 Cr
INFO
1.22
1.18
1.55
1.23
-
1.06
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 Oct
Top holdings
Cash Offset For Derivatives
27.5%
HDFC Bank Ltd
5.6%
Reliance Industries Ltd
4.5%
Infosys Ltd
3.7%
Future on HDFC Bank Ltd
3.2%
Reverse Repo
3.1%
ICICI Bank Ltd
3.0%
Nifty_(28/11/2024)
3.0%
7.18% Govt Stock 2037
2.5%
Reliance_(28/11/2024)
2.4%
Top industry exposure
Financial Services
17.4%
Industrials
8.5%
Consumer Cyclical
7.1%
Technology
7.0%
Energy
6.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
258%
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