Aditya Birla SL Balanced Advantage Fund

Hybrid | Dynamic Asset Allocation or Balanced Advantage
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹100 ₹100 0.59 % 3★ ₹6,843 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹100 ₹100 0.59 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹6,843 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 02 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 7.2% 13.1% 10.3% 12.1%
Category Average 9.0% 16.9% 15.2% -

Scheme Allocation

Holding
Sector
Asset
Reliance Industr
5.98%
ICICI Bank
5.29%
Infosys
3.35%
Axis Bank
2.23%
Aditya Birla SL Money Manager Fund - Dir (G)
2.2%
Others
80.96%
Debt
25.97%
Banks
17.43%
Others
6.76%
Petroleum Products
6.55%
Finance
4.26%
Others
39.03%
Equity
68.11%
Corporate Debentures
15.39%
Mutual Funds Units
5.77%
Certificate of Deposit
2.77%
Govt Securities / Sovereign
2.1%
Others
5.86%

Fund House Details

Aditya Birla Sun Life Mutual Fund

Aditya Birla SL Balanced Advantage Fund

Fund Manager
Mohit Sharma

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.

Advance Ratio

0 0.53 0.45 -0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

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

Frequently Asked Questions

You can invest in Aditya Birla SL Balanced Advantage Fund 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 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"
The Aditya Birla SL Balanced Advantage Fund has delivered 12.1% since inception
The NAV of Aditya Birla SL Balanced Advantage Fund is ₹84.9 as of 02 December 2022.
The expense ratio of Aditya Birla SL Balanced Advantage Fund is 0.59 % as of 02 December 2022.
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”.
Invest Now