Aditya Birla SL Balanced Advantage Fund
100
Min SIP
100
Min Lumpsum
0.44 %
Expense Ratio
Rating
6,357
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 13.3% | 19.8% | 10.6% | 11.7% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Reliance Industr
ICICI Bank
HDFC Bank
H D F C
St Bk of India
Others
Advance Ratio
0.36
Alpha
2.6
SD
0.53
Beta
0.53
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. |
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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
- 1Y
- 3Y
- 5Y
-
- 54,412
-
20.7%Fund Size - 54,412
-
31.1%Fund Size - 54,412
-
13.9%Fund Size - 54,412
-
- 8,906
-
12.8%Fund Size - 8,906
-
19.9%Fund Size - 8,906
-
12.3%Fund Size - 8,906
-
- 45,584
-
12.1%Fund Size - 45,584
-
19.8%Fund Size - 45,584
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11%Fund Size - 45,584
-
- 6,711
-
12.3%Fund Size - 6,711
-
18.7%Fund Size - 6,711
-
10.3%Fund Size - 6,711
-
- 613
-
14.1%Fund Size - 613
-
16.1%Fund Size - 613
-
8%Fund Size - 613
AMC Contact Details
Aditya Birla Sun Life Mutual Fund
AUM:
2,75,965 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
Frequently Asked Questions
How to invest in Aditya Birla SL Balanced Advantage Fund ?
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"
What is the NAV of Aditya Birla SL Balanced Advantage Fund ?
The NAV of Aditya Birla SL Balanced Advantage Fund is ₹86.8 as of 26 May 2023.
How to redeem Aditya Birla SL Balanced Advantage Fund 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?
The minimum SIP amount of Aditya Birla SL Balanced Advantage Fund is ₹100
What are the top sectors Aditya Birla SL Balanced Advantage Fund has invested in??
The top sectors Aditya Birla SL Balanced Advantage Fund has invested in are
- Reliance Industr - 5.89%
- ICICI Bank - 5.25%
- HDFC Bank - 4.29%
- H D F C - 2.66%
- St Bk of India - 2.45%
How much returns have Aditya Birla SL Balanced Advantage Fund generated ?
The Aditya Birla SL Balanced Advantage Fund has delivered 11.7% since inception
What is the expense ratio of Aditya Birla SL Balanced Advantage Fund ?
The expense ratio of Aditya Birla SL Balanced Advantage Fund is 0.44 % as of 26 May 2023.
What is the AUM of Aditya Birla SL Balanced Advantage Fund?
The AUM of Aditya Birla SL Balanced Advantage Fund is ₹2,75,965 Cr as of 26 May 2023
What are the top stock holdings of Aditya Birla SL Balanced Advantage Fund?
The top stock holdings of Aditya Birla SL Balanced Advantage Fund are
- Reliance Industr - 5.89%
- ICICI Bank - 5.25%
- HDFC Bank - 4.29%
- H D F C - 2.66%
- St Bk of India - 2.45%