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for top ranked funds in
dynamic asset allocation or balanced advantage mutual funds.
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.
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
Moderately Low
Moderate
Moderately High
High
Moderately High risk
2.09%
Expense Ratio
25th Apr, 2000
Launched (20y ago)
₹
2,414
AUM in Crores
INF084M01AC6
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 50+50 - Moderate TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Lovelish Solanki
Fund Manager
Mohit Sharma
Fund Manager
Vineet Maloo
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Aditya Birla Sun Life AMC Ltd manages assets worth ₹ 242,567 crores. It's current offering of mutual fund schemes includes 76 equity, 327 debt and 27 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
Continuous monitoring alerts
We will track our recommendations and suggest changes fund exists
whenever required.
All week call assistance
Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews rebalances
We review your investments and make course corrections every year to
make the best out of your investments
About Aditya Birla Sun Life Balanced Advantage Fund (Dividend Payout - Monthly)
About Aditya Birla Sun Life Balanced Advantage Fund (Dividend Payout - Monthly)
Aditya Birla Sun Life Balanced Advantage Fund (Dividend Payout - Monthly) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 0.0% over a period of 20 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.
Aditya Birla Sun Life Balanced Advantage Fund (Dividend Payout - Monthly) Investment 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.
However, there is no assurance that the objective of the scheme will be realized.
Aditya Birla Sun Life Balanced Advantage Fund (Dividend Payout - Monthly) NAV, AUM and Risk
The fund was launched on 2000-04-25. The NAV of the fund as of 2020-10-23 is ₹ 19.64. The total AUM of the fund as of 2020-10-23 is ₹ 2,414 Cr. The category risk of the fund is Moderately High risk
The fund charges 2.09 % as expense ratio.
Aditya Birla Sun Life Balanced Advantage Fund (Dividend Payout - Monthly) Holdings
The fund’s highest allocation is towards equity and has invested 74.39% in this asset class.
The top three holdings of the fund are clearing corporation of india limited, hdfc bank ltd and reliance industries ltd.
Aditya Birla Sun Life Balanced Advantage Fund (Dividend Payout - Monthly) SIP
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.
Aditya Birla Sun Life Balanced Advantage Fund (Dividend Payout - Monthly) Investment volatility and Horizon
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.
