₹ 7,191.86 Cr
1.79%
CRISIL Hybrid 50+50 Moderate TRI
INF084M01AC6
100.0
100.0
1000
Lovelish Solanki, Mohit Sharma, Vishal Gajwani
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW | 19.21 | 11.5 | 12.11 |
Benchmark | - | - | - |
Equity
Debt
Others
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.
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 | 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 |