Aditya Birla Sun Life Balanced Advantage IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Aditya Birla Sun Life Balanced Advantage IDCW Reinvest Direct Plan

NAV
₹28.7000
-1.44%
(13 Mar)
AUM
9,104 Cr
TER
0.67%
Risk
Moderately High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
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
+9.2%
+7.7%
+7.7%
+7.2%
+7.2%
+4.9%
3Y
+13.1%
+16.7%
+16.7%
+17.4%
+17.4%
+11.1%
5Y
+10.8%
+16.4%
+16.4%
+14.6%
+14.6%
+9.2%
ALL
+11.4%
+8.6%
+8.6%
+12.0%
+12.0%
+11.8%
VOL
10.2%
16.1%
16.1%
10.2%
10.2%
-
TER
0.7%
0.8%
0.8%
0.7%
0.7%
-
AUM
₹9,104 Cr
₹1,07,590 Cr
₹1,07,590 Cr
₹3,799 Cr
₹3,799 Cr
-
INFO
1.12
0.53
0.53
1.18
1.18
-
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 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 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
219%
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