Aditya Birla SL Balanced Advantage Fund-Dir Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.63 %
Expense Ratio
Rating
7,459
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 24.5% | 13.4% | 15.9% | 13.1% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.78
Alpha
1.9
SD
0.53
Beta
0.88
Sharpe
Exit Load
| 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. |
|---|
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 - Investment Team - Senior Fund Manager
Mohit Sharma is a Senior Fund Manager at Aditya Birla Sun Life Mutual Fund (ABSLAMC) with over 15 years of experience. Mohit has been part of ABSLAMC for the past 5 years. His previous experience includes Standard Chartered Bank, ICICI Bank, Irevna Limited (a subsidiary of CRISIL), and entrepreneurial experience. Mohit completed business administration at IIM Calcutta (2005) and engineering research at IIT Madras (2003).
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 5,486
-
16.3%Fund Size - 5,486
-
8.3%Fund Size - 5,486
-
11.8%Fund Size - 5,486
-
- 94,048
-
36.8%Fund Size - 94,048
-
25%Fund Size - 94,048
-
23%Fund Size - 94,048
-
- 138
-
25.2%Fund Size - 138
-
16.4%Fund Size - 138
-
14%Fund Size - 138
-
- 60,135
-
23.7%Fund Size - 60,135
-
14.5%Fund Size - 60,135
-
15.8%Fund Size - 60,135
-
- 803
-
28.7%Fund Size - 803
-
14.1%Fund Size - 803
-
14.9%Fund Size - 803
AMC Contact Details
Aditya Birla Sun Life Mutual Fund
AUM:
3,12,323 Cr
Address:
One World Centre,Tower 1,17th Flr,
Jupiter Mills,senapati Bapat
Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com
More Funds from Aditya Birla Sun Life Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Fixed Maturity Plans .
-
- 54
-
11.2%Fund Size - 54
-
14.5%Fund Size - 54
-
14%Fund Size - 54
-
- Debt .
- Fixed Maturity Plans .
-
- 724
-
11.2%Fund Size - 724
-
14.5%Fund Size - 724
-
14%Fund Size - 724
-
- Debt .
- Fixed Maturity Plans .
-
- 187
-
11.2%Fund Size - 187
-
14.5%Fund Size - 187
-
14%Fund Size - 187
-
- Debt .
- Fixed Maturity Plans .
-
- 610
-
11.2%Fund Size - 610
-
14.5%Fund Size - 610
-
14%Fund Size - 610
-
- Debt .
- Fixed Maturity Plans .
-
- 84
-
11.2%Fund Size - 84
-
14.5%Fund Size - 84
-
14%Fund Size - 84
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
38.2%Fund Size - 31,800
-
23.6%Fund Size - 31,800
-
24.4%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
41%Fund Size - 62,717
-
20.7%Fund Size - 62,717
-
23.1%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
36.6%Fund Size - 14,528
-
16%Fund Size - 14,528
-
23%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
44.4%Fund Size - 2,284
-
19.6%Fund Size - 2,284
-
22.8%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 9,292
-
36.6%Fund Size - 9,292
-
16.7%Fund Size - 9,292
-
22.5%Fund Size - 9,292
Frequently Asked Questions
How to invest in Aditya Birla SL Balanced Advantage Fund-Dir Growth ?
You can invest in Aditya Birla SL Balanced Advantage Fund-Dir Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Aditya Birla SL Balanced Advantage Fund-Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Aditya Birla SL Balanced Advantage Fund-Dir Growth ?
The NAV of Aditya Birla SL Balanced Advantage Fund-Dir Growth is ₹114.3 as of 06 September 2024.
How to redeem Aditya Birla SL Balanced Advantage Fund-Dir Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Aditya Birla SL Balanced Advantage Fund-Dir Growth?
The minimum SIP amount of Aditya Birla SL Balanced Advantage Fund-Dir Growth is ₹100
What are the top sectors Aditya Birla SL Balanced Advantage Fund-Dir Growth has invested in?
The top sectors Aditya Birla SL Balanced Advantage Fund-Dir Growth has invested in are
- Debt - 23.94%
- Banks - 14.85%
- IT-Software - 7.1%
- Petroleum Products - 5.06%
- Automobiles - 3.69%
Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL Balanced Advantage Fund-Dir Growth?
Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL Balanced Advantage Fund-Dir Growth based on your investment objective and risk tolerance.
How much returns have Aditya Birla SL Balanced Advantage Fund-Dir Growth generated ?
The Aditya Birla SL Balanced Advantage Fund-Dir Growth has delivered 13.1% since inception
What is the expense ratio of Aditya Birla SL Balanced Advantage Fund-Dir Growth ?
The expense ratio of Aditya Birla SL Balanced Advantage Fund-Dir Growth is 0.63 % as of 06 September 2024.
What is the AUM of Aditya Birla SL Balanced Advantage Fund-Dir Growth?
The AUM of Aditya Birla SL Balanced Advantage Fund-Dir Growth is ₹3,12,323 Cr as of 06 September 2024
What are the top stock holdings of Aditya Birla SL Balanced Advantage Fund-Dir Growth?
The top stock holdings of Aditya Birla SL Balanced Advantage Fund-Dir Growth are
- HDFC Bank - 5.41%
- Reliance Industr - 4.79%
- ICICI Bank - 4.31%
- Infosys - 3.81%
- Larsen & Toubro - 2.38%
How can I redeem my investments in Aditya Birla SL Balanced Advantage Fund-Dir Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Balanced Advantage Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL Balanced Advantage Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.