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
₹113.4700
-0.44%
(7 Nov)
AUM
7,701 Cr
TER
0.68%
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
+32.6%
+26.3%
+23.8%
+23.6%
+22.4%
+22.1%
3Y
+21.9%
+14.1%
+14.2%
+12.4%
+11.9%
+14.9%
5Y
+21.0%
+17.4%
NA
+14.2%
+13.2%
+12.3%
ALL
+16.5%
+16.8%
+14.3%
+12.8%
+14.7%
+9.5%
VOL
13.9%
10.8%
5.9%
10.3%
-
8.7%
TER
0.7%
0.7%
0.7%
0.7%
-
1.4%
AUM
₹96,536 Cr
₹4,187 Cr
₹32,941 Cr
₹7,701 Cr
-
₹137 Cr
INFO
1.19
1.55
2.44
1.24
-
1.09
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
20.0%
HDFC Bank Ltd
4.9%
Reliance Industries Ltd
4.8%
ICICI Bank Ltd
4.2%
Infosys Ltd
3.9%
Clearing Corporation Of India Limited
2.5%
7.18% Govt Stock 2037
2.4%
Nifty_(26/09/2024)
2.4%
Larsen & Toubro Ltd
2.3%
ITC Ltd
2.3%
Top industry exposure
Financial Services
18.7%
Industrials
8.8%
Consumer Cyclical
8.1%
Technology
7.4%
Energy
7.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
248%
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