• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Balanced Advantage Fund (G)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Balanced Advantage Fund (G)

HybridDynamic Asset Allocation Or Balanced Advantage

102.78

NAV (Oct 04)

14.25%
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.

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

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

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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

102.78

NAV (Oct 4)

Fund Returns

Last 1Y
24.3%
Last 3Y
11.8%
Last 5Y
14.3%
Last 10Y
11.2%
Since Inception
10%
6 Month CAGR
12%

Scheme Information

Investment Objective

The Scheme seeks 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
1.78
Launched (0y ago)
1.78
AUM in Crores
7560.1
ISIN
INF084M01AB8
Lock-in
-
Benchmark
CRISIL Hybrid 50+50 Moderate Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
6.6
Beta
0.5
Sharpe Ratio
1
YTM
-
Fund Managers

Mohit Sharma

Fund Manager

Vishal Gajwani

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 (G)70%10,43,757 3,11,14514.3%
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 2024-08-06

Top Stock Holdings

Others

22.3%
22.337%

HDFC Bank Ltd.

5.4%
5.405%

Reliance Industries Ltd.

4.8%
4.793%

ICICI Bank Ltd.

4.3%
4.313%

Infosys Ltd.

3.8%
3.806%
See all holdings

Allocation by Sector

Financial

11.160785%
11.160785%

Technology

6.086003%
6.086003%

Automobile

4.805249%
4.805249%

Energy

4.695202%
4.695202%

Consumer Staples

4.456166%
4.456166%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,347 cr

₹ 48,201 cr

₹ 12,399 cr

₹ 24,644 cr

₹ 5,088 cr

amc-img

About the AMC

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Asset Management Company Limited is a joint venture between the Aditya Birla Group of India and Sun Life Financial Inc. of Canada. It was founded in 1994 and operates in about 40 countries with more than 120,000 employees worldwide.amc-img
Fund NameScripbox Opinion
Till Date CAGR
aditya-birla-sun-life
Aditya Birla Sun Life Savings Fund (G)

6.233%

7.407%

5.244%

5.207%

6.377%

7.448%

6.316%

7.942%

5.701%

7.168%

Aditya Birla Sun Life Balanced Advantage Fund (G) Review

Aditya Birla Sun Life Balanced Advantage Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 9.994% over a period of 24 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Mohit Sharma, Vishal Gajwani.

Nav of Aditya Birla Sun Life Balanced Advantage Fund (G) as of 10/4/2024 is ₹102.78 with the total AUM as of 10/6/2024 is ₹7560.117459. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Balanced Advantage Fund (G) was launched on 2000-04-25. The category risk of the fund is Average.

The minimum SIP amount for Aditya Birla Sun Life Balanced Advantage Fund (G) 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 (G)?

Aditya Birla Sun Life Balanced Advantage Fund (G) is a Hybrid 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 (G)?

You can invest in Aditya Birla Sun Life Balanced Advantage Fund (G) 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 (G)?

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

Is Aditya Birla Sun Life Balanced Advantage Fund (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Balanced Advantage Fund (G) is a 3 fund. You can investAditya Birla Sun Life Balanced Advantage Fund (G) 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 (G)?

The expense ratio of the Aditya Birla Sun Life Balanced Advantage Fund (G) is 1.78% for regular plan.