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
₹121.9800
-0.11%
(30 Jun)
AUM
7,710 Cr
TER
0.69%
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
+10.9%
+10.0%
+9.6%
+8.9%
+6.9%
+5.8%
3Y
+17.0%
+19.9%
+17.8%
+18.0%
+24.1%
+15.2%
5Y
+16.7%
+18.8%
+15.6%
+15.7%
+26.0%
+14.4%
ALL
+12.7%
+16.2%
+11.4%
+13.2%
+16.0%
+13.9%
VOL
10.3%
10.9%
8.3%
11.1%
13.7%
-
TER
0.7%
0.8%
0.8%
0.8%
0.8%
-
AUM
₹7,710 Cr
₹4,304 Cr
₹3,161 Cr
₹978 Cr
₹1,00,299 Cr
-
INFO
1.24
1.48
1.37
1.18
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 May
Top holdings
Clearing Corporation Of India Limited
5.5%
Cash Offset For Derivatives
4.4%
ICICI Bank Ltd
3.9%
HDFC Bank Ltd
3.8%
Reliance Industries Ltd
3.4%
Nifty_(26/06/2025)
3.0%
Kotak Mahindra Bank Ltd
2.9%
Infosys Ltd
2.5%
7.18% Govt Stock 2037
2.5%
Cholamandalam Investment And Finance Company Limited - NCD & Bonds
1.9%
Top industry exposure
Financial Services
20.5%
Industrials
8.6%
Basic Materials
8.1%
Consumer Cyclical
7.8%
Technology
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
302%
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