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

Formerly Aditya BSL Balance Advantage DR

Aditya Birla Sun Life Mutual Fund

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

HybridDynamic Asset Allocation Or Balanced Advantage

22.57

NAV (Oct 04)

7.2%
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

₹ 6,958 Cr

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

Outperformance Consistency

Good

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

View all 7 analysis

View Less

Invest in this fund

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs?

Learn more

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

22.57

NAV (Oct 4)

Fund Returns

Last 1Y

-0.1%

Last 3Y

11%

Last 5Y

7.2%

Last 10Y

9.1%

Since Inception

NA

6 Month CAGR

0.5%

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

1.8

Launched (22y ago)

Apr 25, 2000

AUM in Crores

6958.282

ISIN

INF084M01AD4

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 50+50 - Moderate TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Mohit Sharma

Fund Manager

Vishal Gajwani

Fund Manager

Lovelish Solanki

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-10-04

Top Stock Holdings

cash offset for derivatives

15.4%
15.4%

aditya bsl liquid dir gr

7.6%
7.6%

reliance industries ltd

6%
6%

hdfc bank ltd

5.5%
5.5%

icici bank ltd

5%
5%
See all holdings

Allocation by Sector

financial services

24.2%
24.2%

energy

8.1%
8.1%

consumer defensive

6.3%
6.3%

consumer cyclical

5.9%
5.9%

technology

5.9%
5.9%
See all sectors

Compare Aditya Birla Sun Life Balanced Advantage Fund (RIDCW-M)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 20,359 cr

₹ 3,320 cr

₹ 2,749 cr

₹ 390 cr

₹ 583 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 310,524 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Aditya Birla Sun Life Savings Fund (G)
    Aditya Birla Sun Life Savings Fund (G)

    5.3%

    7.4%

    5.1%

    6.7%

    5.3%

    7.3%

    5.1%

    7%

    5.3%

    7.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

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

    Aditya Birla Sun Life Balanced Advantage Fund (RIDCW-M) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of null% over a period of 22 years. The fund was previously known as Aditya BSL Balance Advantage DR. 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 (RIDCW-M) as of 10/4/2022 is ₹22.57 with the total AUM as of 10/5/2022 is ₹6958.282. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Balanced Advantage Fund (RIDCW-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 (RIDCW-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 (RIDCW-M)?

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

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

    You can invest in Aditya Birla Sun Life Balanced Advantage Fund (RIDCW-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 (RIDCW-M)?

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

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

    As per Scripbox experts, Aditya Birla Sun Life Balanced Advantage Fund (RIDCW-M) is a Neutral fund. You can investAditya Birla Sun Life Balanced Advantage Fund (RIDCW-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 (RIDCW-M)?

    The expense ratio of the Aditya Birla Sun Life Balanced Advantage Fund (RIDCW-M) is 1.8% for regular plan.