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  • Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-M)

Formerly Aditya BSL Balance Advantage DP

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-M)

HybridDynamic Asset Allocation Or Balanced Advantage

24.11

NAV (Oct 21)

9.7%
5 Year CAGR
Scripbox Opinion

Neutral

Click here 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.

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 ->

Track Record

21 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

5,860 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

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

24.11

NAV (Oct 21)

Fund Returns

Last 1Y
30%
Last 3Y
13.6%
Last 5Y
9.7%
Last 10Y
10.2%
Since Inception
NA
6 Month CAGR
14.1%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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High Risk

Expense Ratio
1.91
Launched (21y ago)
Apr 25, 2000
AUM in Crores
5859.706
ISIN
INF084M01AC6
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
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Lovelish Solanki

Fund Manager

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Mohit Sharma

Fund Manager

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Vineet Maloo

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

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About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 313,741 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Aditya Birla Sun Life Focused Equity Fund (G)

    recommended-badge

    21%

    15.1%

    recommended-badge

    5%

    7.1%

    top-ranked-badge

    5%

    6.9%

    top-ranked-badge

    5%

    7.2%

    top-ranked-badge

    5%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-M)

    About Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-M)

    Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-M) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of null% over a period of 21 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, Vineet Maloo

    Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-M) 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 Inc Dist cum Cap Wdrl (PIDCW-M) NAV,AUM,Risk

    The Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-M) fund was launched on Apr 25, 2000. The NAV (Net Asset Value) of this Dynamic Asset Allocation Or Balanced Advantage Hybrid fund as of 2021-10-21 is ₹24.11. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹5859.706. The category risk of the Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-M) fund is High Risk. The fund charges 1.91 % as expense ratio.

    Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-M) Holdings

    The fund’s highest allocation is towards Equity and has invested 45.1% in this asset class. The top three holdings of the fund are , cash offset for derivatives , aditya bsl liquid dir gr , hdfc bank ltd , icici bank ltd , reverse repo , tata steel ltd , reliance industries ltd , adani ports & special economic zone ltd , margin (future and options) , future on adani ports & special economic zone ltd , itc ltd , panatone finvest limited , housing development finance corp ltd , bharti airtel ltd , future on tata steel ltd , axis bank ltd , future on reliance industries ltd , bajaj finance ltd , banknifty_(28/10/2021) , infosys ltd , kotak mahindra bank ltd , sun pharmaceuticals industries ltd , state bank of india , hdfc bank limited , reliance industries ltd ordinary shares (partly paid rs.5) , larsen & toubro ltd , future on sun pharmaceuticals industries ltd , future on bharti airtel ltd , mahindra & mahindra financial services ltd , tata capital financial services limited , future on icici bank ltd , bharti hexacom limited , tata consultancy services ltd , ntpc ltd , gmr infrastructure ltd , future on gmr infrastructure ltd , coal india ltd , future on axis bank ltd , power finance corporation limited , lic housing finance limited , housing development finance corporation limited , housing development finance corporation limited , cholamandalam investment and fin. co. ltd (cholamandalam dbs finance ltd) , cholamandalam investment and fin. co. ltd , bajaj finserv ltd , hindalco industries ltd , hcl technologies ltd , tech mahindra ltd , indusind bank ltd , tata capital financial services limited , tata motors ltd , sbi life insurance company limited , clearing corporation of india limited , voltas ltd , bharat petroleum corp ltd , canara bank , future on canara bank , hdb financial services limited , future on itc ltd , mahindra & mahindra ltd , cesc ltd , summit digitel infrastructure private limited , dr reddy's laboratories ltd , zee entertainment enterprises ltd 6 % pref.shs 2014-5.3.22 cum.red.non-conv , larsen & toubro infotech ltd , future on kotak mahindra bank ltd , muthoot finance limited , rec limited , rec limited , future on zee learn ltd , emami ltd , zee entertainment enterprises ltd , metropolis healthcare ltd , gland pharma ltd , future on bajaj finance ltd , future on vedanta ltd , vedanta ltd , hindustan unilever ltd , future on hindustan unilever ltd , ultratech cement ltd , future on tata consultancy services ltd , marico ltd , aditya birla fashion and retail ltd , steel authority of india ltd , future on steel authority of india ltd , cyient ltd , future on indusind bank ltd , bharat forge ltd , sanofi india ltd , jk lakshmi cement ltd , care ratings ltd , cartrade tech ltd , future on maruti organics ltd , maruti suzuki india ltd , future on hdfc life insurance company limited , hdfc life insurance company limited , future on ntpc ltd , future on hdfc bank ltd , future on tech mahindra ltd , bhopal dhule transmission company limited , cholamandalam investment and fin. co. ltd , rec limited , l&t infrastructure finance company limited , lupin ltd , tata communications ltd , united spirits ltd , future on mahindra & mahindra ltd , shree cement ltd , city union bank ltd , irb invit fund units 2017-series iv , godrej consumer products ltd , future on escorts ltd , escorts ltd , future on jsw steel ltd , jsw steel ltd , vijaya diagnostic centre ltd , future on lupin ltd , future on bajaj finserv ltd , route mobile ltd ordinary shares , exide industries ltd , l&t housing finance limited , l&t finance limited , state bank of india , rural electrification corporation limited , nmdc ltd , future on coal india ltd , ifgl refractories ltd , akzo nobel india ltd , mindtree ltd , future on ultratech cement ltd , indraprastha gas ltd , future on marico ltd , jharkhand road projects implementation company limited , net receivables / (payables) , indiabulls housing finance ltd , housing development finance corporation limited (warrant) , shyam metalics and energy ltd , future on state bank of india , heritage foods ltd , future on hcl technologies ltd , future on indiabulls housing finance ltd , g r infraprojects ltd , future on larsen & toubro ltd , future on glenmark life sciences ltd , glenmark pharmaceuticals ltd , cummins india ltd , sadbhav engineering ltd , upl ltd , future on shree cement ltd , future on bharat petroleum corp ltd , lic housing finance limited , future on upl ltd , phoenix mills ltd , burger king india ltd ordinary shares , mahanagar gas ltd , avanti feeds ltd , jagran prakashan ltd , cipla ltd , future on cipla ltd , future on tata motors ltd , jharkhand road projects implementation company limited

    Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (PIDCW-M) 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.

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