Formerly ING Balanced Div
₹ 22.27
NAV (Mar 03)
Neutral
However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.
Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
21 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
2,619 Cr. Large within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
High Risk
2.04 %
Expense Ratio
Apr 25, 2000
Launched (21y ago)
₹ 2,619
AUM in Crores
INF084M01AC6
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 50+50 - Moderate TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
About the AMC
Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life AMC Ltd manages assets worth 259,898 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds.
Liquid
Recommended
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
6%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Aditya Birla Sun Life Balanced Advantage Fund (DP-M) is a dynamic asset allocation or balanced advantage hybrid fund and has delivered an annualised return of % over a period of 21 years .The fund was previously known as ING Balanced Div.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Lovelish Solanki, Mohit Sharma, Vineet Maloo
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. However, there is no assurance that the objective of the scheme will be realized.
The Aditya Birla Sun Life Balanced Advantage Fund (DP-M) fund was launched on Apr 25, 2000. The NAV (Net Asset Value) of this dynamic asset allocation or balanced advantage hybrid as of 2021-03-03 is ₹ 22.27. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 2618.150. The category risk of the Aditya Birla Sun Life Balanced Advantage Fund (DP-M) fund is High Risk. The fund charges 2.04 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 65.8% in this asset class. The top three holdings of the fund are power finance corporation limited,rec limited and lic housing finance limited
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 50+50 - Moderate TR INR
Aditya Birla Sun Life Balanced Advantage Fund (DP-M) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Balanced Advantage Fund (DP-M) has a score of 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.