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16082
5946
Aditya Birla SL Balanced Advantage Fund-Dir (G)
10.96
5.17
9.97
-1.94
-2.68
1.76
7.58
11.91
7
1.61
9.97
Aditya Birla SL Balanced Advantage Fund-Dir (G)
1.61
9.97
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    128.02

    15 Sep 2026

  • -1.13%

     1 Day

  • 10.96%

    3Y CAGR returns

This fund doubles your investment in 5 years, 0 months & 16 days.

Invest Now

  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.9%

    Expense Ratio

  • 4

     Rating

  • 10,125 Cr

    Fund Size

  • 13 Years

    Fund Age

SIP Calculator

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Scheme Performance

Returns and Ranks ( as on 15 Sep 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 5.17%
  • 10.96%
  • 9.97%
  • 11.91
Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

Scheme Allocation

By Holding By Sector By Asset
4.08%
2.89%
2.60%
2.24%
2.20%
85.99%
View All

Advance Ratio

  • 6.39Alpha
  • 2.51SD
  • 0.62Beta
  • 0.83Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 0.25% - For redemption/switch-out of units within 7 days from the date of allotment. Nil - For redemption/switch-out of units after 7 days from the date of allotment.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

The fund seeks to generate long term growth of capital and current income by investing in a mixture of equity and fixed income securities. This Scheme will, under normal market conditions, invest approximately 60% of its net assets in equity and equity-related instruments. These generate long-term growth and the balance 40% in fixed income securities, money market instruments, cash and cash equivalents.

Fund Managers

Mohit Sharma

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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AMC Contact Details

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