Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 25-04-2000 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 50+50 Moderate Index |
| TER: 2.0% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 9,489.56 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 2.01% | Exit Load: 0.25% on or before 7D, Nil after 7D |
114.73
1.42 (1.2377%)
9.73%
Benchmark: 11.18%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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. There can be no assurance that the investment objective of the Scheme will be realized.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 8.73 |
| Sharpe Ratio | 0.65 |
| Alpha | 5.04 |
| Beta | 0.38 |
| Yield to Maturity | 7.41 |
| Average Maturity | 3.73 |
PEER COMPARISON
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.32%
Others
25.58%
Large Cap
44.19%
Mid Cap
19.91%
