Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Category: Hybrid: Dynamic Asset Allocation
Launch Date: 25-04-2000
AUM:
₹ 7,191.86 Cr
Expense Ratio
1.79%
Benchmark
CRISIL Hybrid 50+50 Moderate TRI
ISIN
INF084M01AB8
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Lovelish Solanki, Mohit Sharma, Vishal Gajwani
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | 19.25 | 11.53 | 12.33 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
92.48
Last change
0.37 (0.4001%)
Fund Size (AUM)
₹ 7,191.86 Cr
Performance
9.68% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks 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 Manager
Lovelish Solanki, Mohit Sharma, Vishal Gajwani
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 11.85 |
| HDFC Bank Ltd. | 6.16 |
| Reliance Industries Ltd. | 4.84 |
| ICICI Bank Ltd. | 4.04 |
| Others | 3.47 |
| 7.18% GOI 24/07/2037 | 3.18 |
| Infosys Ltd. | 2.63 |
| 7.26% GOI 06/02/2033 | 2.23 |
| Larsen & Toubro Ltd. | 2.01 |
| ITC Ltd. | 1.99 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 21.88 |
| N/A | 17.67 |
| Others | 16.11 |
| Energy | 6.7 |
| Sovereign | 6.35 |
| Consumer Staples | 5.21 |
| Automobile | 4.17 |
| Communication | 4.1 |
| Technology | 3.97 |
| Healthcare | 2.87 |