LS
Lovelish SolankiFund Manager Since 9 Oct 2019
AllocationDynamic Asset Allocation
Aditya Birla Sun Life Balanced Advantage Fund Growth
3Y Annualised
12.76%
0.61% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.93%
0.61% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 9 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹7321.44 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
Very High Risk
Peer Comparison
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
4.56%
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
4.56%
3rd
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
4.02%
4th
Aditya Birla Sun Life Balanced Advantage Fund Growth
3.93%
5th
WhiteOak Capital Balanced Advantage Fund Direct Growth
3.83%
Fund Managers
MS
Mohit SharmaFund Manager Since 1 Apr 2017
VG
Vishal GajwaniFund Manager Since 1 Apr 2022
About Aditya Birla Sun Life Balanced Advantage Fund Growth
Aditya Birla Sun Life Balanced Advantage Fund Growth is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 24 years, having been launched on 2000-04-25. Aditya Birla Sun Life Balanced Advantage Fund Growth has ₹7321.44 Cr worth of assets under management (AUM) as of Thu Apr 24 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Balanced Advantage Fund Growth as of Thu Apr 24 2025 is ₹103.31. The fund has an expense ratio of 1.81%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Balanced Advantage Fund Growth returns for the last 1 year are 12.25%. Since launch, it has delivered % average annual returns.
The Aditya Birla Sun Life Balanced Advantage Fund Growth has the majority of its money invested in Financial Services, Energy, null, Technology sectors.
Top 5 Holdings of Aditya Birla Sun Life Balanced Advantage Fund Growth.
- HDFC Bank Ltd: 4.18%
- ICICI Bank Ltd: 4.08%
- Reliance Industries Ltd: 3.45%
- Kotak Mahindra Bank Ltd: 2.88%
- 7.18% Govt Stock 2037: 2.56%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2000-04-25 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Balanced Advantage Fund Growth
| 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
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
8.67%
expense ratio
0.61%
fund size
₹631.60 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
17.70%
expense ratio
0.84%
fund size
₹5612.93 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
9.67%
expense ratio
1.02%
fund size
₹1377.21 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
13.11%
expense ratio
1.03%
fund size
₹14461.85 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2206.08 Cr
FAQs
What is the current NAV of Aditya Birla Sun Life Balanced Advantage Fund Growth?
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What is the PE and PB ratio of Aditya Birla Sun Life Balanced Advantage Fund Growth?
What are the top 5 holdings of Aditya Birla Sun Life Balanced Advantage Fund Growth?
What are the top 3 sectors that Aditya Birla Sun Life Balanced Advantage Fund Growth has invested in?
Who is the manager of Aditya Birla Sun Life Balanced Advantage Fund Growth?
What is the exit load of Aditya Birla Sun Life Balanced Advantage Fund Growth?
How to Redeem Aditya Birla Sun Life Balanced Advantage Fund Growth?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Balanced Advantage Fund Growth?
