CASPeR Ranking #52
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
NAV (Tue Jan 14 2025)
₹112
Returns (Since Inception)
11.22%
Category Average
10.32%
Rating
4
Allocation and Holdings
Asset class
Weightage
Energy
5.36%
Technology
4.15%
Financial Services
8.98%
Unknown
10.47%
Consumer Defensive
1.99%
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4.5Overall rating
Scheme Information
Fund name
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
Minimum SIP
100
Risk Level
High Risk
AUM
₹7305.25 Cr
ISIN
INF084M01DJ5
Inception Date
Jan 01 2013
Standard Deviation
6.985
Beta
-
Sharpe Ratio
0.853
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
Expense Ratio
0.720%
Exit Load
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
High Risk
Investment Objective
The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.
Fund Managers
Lovelish Solanki
Mohit Sharma
Vishal Gajwani
About the AMC
Aditya Birla Sun Life AMC Ltd
Phone Number
+91 22 43568000Email Address
care.mutualfunds@adityabirlacapital.comCorporate Office Address
Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone RoadOverall AUM
₹7305.25 Cr
Website
www.adityabirlasunlifemf.comPopular Hybrid Funds
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