• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M)

Formerly Aditya BSL Balance Advantage DP

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M)

HybridDynamic Asset Allocation Or Balanced Advantage

26.44

NAV (Jun 20)

10.2%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

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.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

26.44

NAV (Jun 20)

Fund Returns

Last 1Y
21.9%
Last 3Y
11.9%
Last 5Y
12.7%
Last 10Y
11.2%
Since Inception
9.9%
6 Month CAGR
12.3%

Scheme Information

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.

Expense Ratio
1.79
Launched (24y ago)
Apr 25, 2000
AUM in Crores
7181.782
ISIN
INF084M01AC6
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
6.1
Standard Deviation (5yr)
11.7
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.234
Sharpe Ratio (5yr)
0.374
YTM
7.66
Fund Managers

Mohit Sharma

Fund Manager

Vishal Gajwani

Fund Manager

Lovelish Solanki

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M)70%9,40,274 2,07,66210.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-20

Top Stock Holdings

cash offset for derivatives

16%
16%

hdfc bank ltd

6%
6%

reliance industries ltd

4.7%
4.7%

icici bank ltd

3.9%
3.9%

7.18% govt stock 2037

3.2%
3.2%
See all holdings

Allocation by Sector

financial services

19.9%
19.9%

industrials

9%
9%

consumer cyclical

8.5%
8.5%

energy

7%
7%

consumer defensive

5.8%
5.8%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,281 cr

₹ 35,122 cr

₹ 9,275 cr

₹ 3,146 cr

₹ 2,114 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 371,375 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

-

4.9%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) Review

Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of null% over a period of 24 years. The fund was previously known as Aditya BSL Balance Advantage DP. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Lovelish Solanki, Mohit Sharma, Vishal Gajwani.

Nav of Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) as of 6/20/2024 is ₹26.44 with the total AUM as of 6/21/2024 is ₹7181.782. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) was launched on Apr 25, 2000. The category risk of the fund is Very High Risk.

The minimum SIP amount for Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M)?

Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M)?

You can invest in Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M)?

The minimum sip amount for Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) is a Neutral fund. You can investAditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M)?

The expense ratio of the Aditya Birla Sun Life Balanced Advantage Fund (PIDCW-M) is 1.79% for regular plan.