- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Balanced Advantage Fund Direct Growth
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth
₹ 108.68
NAV (Apr 07)
Dynamic Asset Allocation Or Balanced Advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,45,883
Wealth Gained11,78,495
Total Corpus Created (₹)
With CAGR of 18.821 % in 5 yearsHistorical NAV
₹ 108.68
NAV (Apr 7)
Fund Returns
Last 1Y | 8.5% |
Last 3Y | 11.4% |
Last 5Y | 18.8% |
Last 10Y | 11.3% |
Since Inception | 12.1% |
6 Month CAGR | -3.8% |
Scheme Information
The Scheme seeks 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.
Expense Ratio | 0.76 % |
Launched | - |
AUM in Crores | 6988.2 |
ISIN | INF084M01DJ5 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 7.4 |
Beta | 0.6 |
Sharpe Ratio | 0.7 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund Direct (G) | 11,78,495 | 4,45,883 | 18.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
22.34%HDFC Bank Ltd.
5.41%Reliance Industries Ltd.
4.79%ICICI Bank Ltd.
4.31%Infosys Ltd.
3.81%
Allocation by Sector
Financial
17.06%Technology
5.21%Metals & Mining
5.14%Energy
5.02%Healthcare
4.21%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 52,257 cr | ||
₹ 5,511 cr | ||
₹ 3,236 cr | ||
₹ 22,130 cr | ||
₹ 11,696 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.2% | 7.5% | ||
7.1% | 7.8% | ||
6.2% | 5.7% | ||
7.4% | 8% | ||
16.7% | 13.3% |
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,45,883
Wealth Gained11,78,495
Total Corpus Created (₹)
With CAGR of 18.821 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth?
What is the current AUM of Aditya Birla Sun Life Balanced Advantage Fund Direct Growth?
What is the latest NAV of Aditya Birla Sun Life Balanced Advantage Fund Direct Growth?
What is the Riskometer rating for Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth?
Which are the top sector holdings in Aditya Birla Sun Life Balanced Advantage Fund Direct Plan?
Which are the top stock holdings in Aditya Birla Sun Life Balanced Advantage Fund Direct Plan?
What is the asset allocation of Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth?
What has been the performance of Aditya Birla Sun Life Balanced Advantage Fund Direct Growth returns?
Does Aditya Birla Sun Life Balanced Advantage Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth?
How to invest in Aditya Birla Sun Life Balanced Advantage Fund Direct Growth?
How can I redeem my investment in Aditya Birla Sun Life Balanced Advantage Fund Direct Plan?