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
₹119.8100
+0.01%
(14 Aug)
AUM
8,157 Cr
TER
0.68%
Risk
Moderately 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
+7.0%
+6.5%
+6.1%
+5.0%
+3.0%
+2.7%
3Y
+13.9%
+14.6%
+15.1%
+14.6%
+19.6%
+12.1%
5Y
+15.1%
+14.6%
+16.1%
+14.1%
+23.8%
+13.0%
ALL
+12.4%
+11.0%
+15.4%
+12.9%
+15.6%
+13.1%
VOL
10.2%
8.3%
10.9%
11.1%
13.7%
-
TER
0.7%
0.7%
0.7%
0.8%
0.8%
-
AUM
₹8,157 Cr
₹3,431 Cr
₹4,424 Cr
₹1,034 Cr
₹1,01,773 Cr
-
INFO
1.21
1.33
1.42
1.16
1.14
-
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 Jul
Top holdings
ICICI Bank Ltd
4.7%
Cash Offset For Derivatives
4.1%
Clearing Corporation Of India Limited
3.6%
HDFC Bank Ltd
3.6%
Reliance Industries Ltd
3.0%
Net Receivables / (Payables)
2.8%
Kotak Mahindra Bank Ltd
2.7%
Infosys Ltd
2.5%
7.18% Govt Stock 2037
2.3%
Tech Mahindra Ltd
2.0%
Top industry exposure
Financial Services
22.4%
Industrials
7.6%
Technology
7.3%
Basic Materials
6.9%
Consumer Cyclical
6.5%
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