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Aditya Birla Sun Life Balanced Advantage Fund Direct-Growth rating rating rating rating rating

Hybrid Dynamic Asset Allocation

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

10.68%

3 Yrs CAGR returns

9.31%

5 Yrs CAGR returns

9.45%

NAV as on 25 Nov

₹ 58.82 by 0.33 ( 0.56%)

Expense ratio

1.05

Exit load

1%

Fund Size (Cr)

₹ 2802.98


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Performance Graph*
Returns Calculator
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If ₹1000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 31.98
Others 19.78
Energy 11.83
Construction 9.05
FMCG 6.81
Technology 5.22
Health Care 3.65
Engineering 2.86
Services 2.08
Life Insurance 2.03
Top 10 Sectors %
Others 7.72
Others 7.33
Banking 7.19
Others 5.7
Others 4.27
Housing Finance 3.5
Banking 3.21
Tobacco Prod. 3.2
Infrastructure 3.18
Computer Software 2.95
Fund house details
Fund House Aditya Birla Mutual Fund
Fund Manager Mohit Sharma
Fund Setup Date 01 Jan 2013
Address One India Bulls Center - Tower 1, 17th Floor - Jupiter Mills Compound, 841 Senapati Bhawan, Elphinstone Road,
Contact 022-43568000/ 1800-270-7000/ 1800-22-7000