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Aditya Birla Sun Life Balanced Advantage Fund (Growth)

Formerly ING Balanced Gr
Returns (5yrs)
7.17 %
Latest NAV
55.15

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  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 7th of August, 05:56 PM

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.

Fund Managers

  • profile-pic
    Lovelish Solanki
    profile-pic
    Mohit Sharma
    profile-pic
    Vineet Maloo
  • expense-ratio
    Expense Ratio
    2.09
    benchmark
    Benchmark
    CRISIL Hybrid 50+50 - Moderate TR INR
  • Aum image
    AUM
    ₹ 2373.5 Crores
    ISIN
    ISIN
    INF084M01AB8
  • Category Risk:

    Moderately High risk

Holding Information

as on 7th of August, 05:56 PM

Top Holding

Clearing Corporation Of India Limited
10%
Hdfc Bank Ltd
6%
Reverse Repo
5%
Reliance Industries Ltd
4%
Bharti Airtel Ltd
4%

Top Sectors

Financial Services
20%
Consumer Defensive
10%
Technology
7%
Basic Materials
6%
Energy
6%

Allocation

Equity
71%
Others
19%
Debt
10%

Investment Return Calculator

as on 7th of August, 05:56 PM
  • Of
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Total Corpus
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Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 7th of August, 05:56 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Aditya Birla Sun Life Balanced Advantage Fund Growth is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 7.17% over a period of 5 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers names 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. The fund charges 2.09000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.