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
₹118.6800
-1.70%
(19 Mar)
AUM
9,104 Cr
TER
0.67%
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
+6.7%
+6.6%
+4.1%
+3.9%
+3.6%
+2.7%
3Y
+14.0%
+13.1%
+14.8%
+13.4%
+16.3%
+11.0%
5Y
+11.6%
+11.0%
+11.4%
NA
+16.4%
+9.3%
ALL
+13.8%
+11.8%
+10.1%
+12.1%
+14.6%
+11.7%
VOL
10.8%
10.1%
8.2%
7.6%
13.5%
-
TER
0.8%
0.7%
0.7%
0.7%
0.8%
-
AUM
₹4,767 Cr
₹9,104 Cr
₹3,799 Cr
₹2,158 Cr
₹1,07,590 Cr
-
INFO
1.28
1.16
1.24
1.60
1.08
-
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
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