Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
3Y Annualised
13.77%
0.19% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.14%
0.19% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years 4 months
5 years 9 months
9 years 7 months
Fund info
Fund size
₹8616.87 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.0025%
For redemption/switch out of units on or before 7 days from the date of allotment: 0.25% of applicable NAV.For redemption/switch out of units after 7 days from the date of allotment: Nil
Risk Profile
Moderately High risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3rd
Groww Multi Asset Allocation Fund Direct Growth
4th
Groww Multi Asset Allocation Fund Direct Reinvestment Inc Dist cum Cap Wdrl
5th
Groww Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl
55th
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
Fund Managers
About Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option has ₹8616.87 Cr worth of assets under management (AUM) as of Sun Dec 07 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option as of Fri Dec 05 2025 is ₹125.14. The fund has an expense ratio of 0.67%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option returns for the last 1 year are 9.02%. Since launch, it has delivered 12.48% average annual returns.
The Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option has the majority of its money invested in Financial Services, Energy, Technology, null sectors.
Top 5 Holdings of Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option.
- ICICI Bank Ltd: 4.00%
- HDFC Bank Ltd: 3.59%
- Reliance Industries Ltd: 2.90%
- Infosys Ltd: 2.60%
- Kotak Mahindra Bank Ltd: 2.57%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| abslamc.cs@adityabirlacapital.com | |
| Phone | +91 22 4356 8008/ 8000 |
| Website | https://mutualfund.adityabirlacapital.com/ |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg, Elphinstone Road,Mumbai - 400013 |
Tax Implications of Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
AllocationEquity Savings
3Y CAGR
9.73%
expense ratio
0.54%
fund size
₹920.98 Cr
EquityEquity - Consumption
3Y CAGR
15.31%
expense ratio
0.76%
fund size
₹6525.85 Cr
AllocationConservative Allocation
3Y CAGR
9.94%
expense ratio
0.93%
fund size
₹1541.54 Cr
EquityELSS (Tax Savings)
3Y CAGR
14.88%
expense ratio
0.97%
fund size
₹15681.73 Cr
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.57%
fund size
₹2775.06 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0


