Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
3Y Annualised
14.29%
0.67% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.77%
0.67% 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 2 months
6 years
9 years 7 months
Fund info
Fund size
₹8539.88 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
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
2nd
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Payout Inc Dist cum Cap Wdrl
3rd
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
4th
Aditya Birla Sun Life Balanced Advantage Fund Growth
5th
Aditya Birla Sun Life Balanced Advantage Fund Reinvestment Inc Dist cum Cap Wdrl
Fund Managers
About Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl has ₹8539.88 Cr worth of assets under management (AUM) as of Sat Apr 18 2026. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl as of Fri Apr 17 2026 is ₹30.06. The fund has an expense ratio of 0.66%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl returns for the last 1 year are 9.17%. Since launch, it has delivered 11.80% average annual returns.
The Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl has the majority of its money invested in Financial Services, Energy, Utilities, Technology, null sectors.
Top 5 Holdings of Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl.
- ICICI Bank Ltd: 3.92%
- HDFC Bank Ltd: 3.50%
- Reliance Industries Ltd: 2.76%
- IndiGrid Infrastructure Trust Units Series - IV: 2.46%
- Kotak Mahindra Bank Ltd: 2.32%
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 Reinvestment Inc Dist cum Cap Wdrl
| 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. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0


