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 IDCW Reinvest (DR)
₹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 29th Feb
Top holdings
Cash Offset For Derivatives
13.5%
Reliance Industries Ltd
4.8%
HDFC Bank Ltd
4.5%
ICICI Bank Ltd
3.8%
Infosys Ltd
3.3%
Nifty_(28/03/2024)
2.6%
7.26% Govt Stock 2033
2.3%
91 DTB 25042024
2.1%
Adani Ports & Special Economic Zone Ltd
2.1%
Tata Capital Limited - NCD & Bonds - NCD & Bonds
2.0%
Top industry exposure
Financial Services
18.4%
Consumer Cyclical
8.4%
Industrials
7.9%
Energy
7.2%
Technology
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
222%
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.