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

Formerly Aditya BSL Balance Advantage DR

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

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

HybridDynamic Asset Allocation Or Balanced Advantage

22.14

NAV (May 06)

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

3,181 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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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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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

2.08 %

Expense Ratio

Apr 25, 2000

Launched (21y ago)

₹ 3,181

AUM in Crores

INF084M01AD4

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 50+50 - Moderate TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

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%₹ 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.

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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
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

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About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 261,237 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
  • Aditya Birla Sun Life Focused Equity Fund (G)

    Aditya Birla Sun Life Focused Equity Fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 4,610 Cr

    Fund Size

    10.3%

    3Y returns

    Aditya Birla Sun Life Liquid (G)

    Aditya Birla Sun Life Liquid (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 27,433 Cr

    Fund Size

    5.6%

    3Y returns

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Liquid

    Top Ranked

    ₹ 27,433 Cr

    Fund Size

    5.6%

    3Y returns

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 27,433 Cr

    Fund Size

    5.6%

    3Y returns

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Liquid

    Top Ranked

    ₹ 27,433 Cr

    Fund Size

    5.7%

    3Y returns

    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 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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

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

    Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-M) is a dynamic asset allocation or balanced advantage hybrid fund and has delivered an annualised return of % over a period of 21 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, Vineet Maloo

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

    The Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund was launched on Apr 25, 2000. The NAV (Net Asset Value) of this dynamic asset allocation or balanced advantage hybrid as of 2021-05-06 is ₹ 22.14. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 3180.985. The category risk of the Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund is High Risk. The fund charges 2.08 % as expense ratio.

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

    The fund’s highest allocation is towards others and has invested 47.5% in this asset class. The top three holdings of the fund are power finance corporation limited,rec limited and lic housing finance limited

    Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-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.

    Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-M) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 50+50 - Moderate TR INR

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

    Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-M) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-M) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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