Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW
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 TRI |
| TER: 1.81% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 7,062.14 Cr As on (31-03-2024) |
| Turn over: 229% | Exit Load: 0.25% for redemption within 7 days. |
25.22
0.06 (0.2379%)
9.16%
Benchmark: 11.59%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
16 Years 3 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | 0.89 |
| Alpha | 3.39 |
| Beta | 0.81 |
| Yield to Maturity | 7.61 |
| Average Maturity | 4.02 |
PEER COMPARISON
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.77%
Others
22.55%
Large Cap
50.26%
Mid Cap
8.4%
