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
₹120.8400
+0.24%
(30 Jul)
AUM
8,034 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
+6.8%
+6.5%
+4.6%
+4.3%
+2.0%
+1.9%
3Y
+16.6%
+14.8%
+15.6%
+15.8%
+12.9%
+20.8%
5Y
+16.8%
+15.4%
+14.3%
NA
+13.3%
+24.5%
ALL
+15.8%
+12.5%
+13.0%
+13.0%
+13.4%
+15.7%
VOL
10.9%
10.2%
11.1%
9.5%
-
13.7%
TER
0.7%
0.7%
0.8%
0.5%
-
0.8%
AUM
₹4,413 Cr
₹8,034 Cr
₹1,024 Cr
₹933 Cr
-
₹1,02,790 Cr
INFO
1.45
1.22
1.17
1.37
-
1.15
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 30th Jun
Top holdings
ICICI Bank Ltd
3.8%
HDFC Bank Ltd
3.8%
Reliance Industries Ltd
3.4%
Kotak Mahindra Bank Ltd
2.9%
Infosys Ltd
2.5%
7.18% Govt Stock 2037
2.3%
Tech Mahindra Ltd
1.9%
Cholamandalam Investment And Finance Company Limited - NCD & Bonds - NCD & Bonds
1.8%
Reverse Repo
1.7%
Axis Bank Ltd
1.7%
Top industry exposure
Financial Services
22.2%
Industrials
8.8%
Basic Materials
8.1%
Consumer Cyclical
7.4%
Technology
6.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
284%
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