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
₹118.2400
-0.04%
(2 Apr)
AUM
9,104 Cr
TER
0.66%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+5.1%
+4.5%
+4.3%
+2.5%
+1.1%
+0.4%
3Y
+13.2%
+12.7%
+12.8%
+14.1%
+15.5%
+10.3%
5Y
+11.3%
+10.7%
NA
+10.9%
+16.1%
+8.9%
ALL
+13.6%
+11.7%
+10.5%
+9.9%
+14.4%
+11.5%
VOL
10.9%
10.1%
6.2%
8.2%
13.5%
-
TER
0.8%
0.7%
0.7%
0.7%
0.8%
-
AUM
₹4,767 Cr
₹9,104 Cr
₹40,952 Cr
₹3,799 Cr
₹1,07,590 Cr
-
INFO
1.25
1.15
1.68
1.21
1.07
-
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
Cash Offset For Derivatives
11.1%
Clearing Corporation Of India Limited
4.6%
ICICI Bank Ltd
4.1%
HDFC Bank Ltd
3.4%
Reliance Industries Ltd
2.6%
State Bank of India
2.5%
Kotak Mahindra Bank Ltd
2.4%
IndiGrid Infrastructure Trust Units Series - IV
2.3%
Axis Bank Ltd
2.1%
Future on Axis Bank Ltd
2.1%
Top industry exposure
Financial Services
22.5%
Consumer Cyclical
8.7%
Industrials
7.4%
Technology
6.9%
Healthcare
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
212%
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
Rohit Karan

FAQs