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 TRI
TER: 1.79% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,191.86 Cr As on (30-04-2024)
Turn over: 236% | Exit Load: 0.25% for redemption within 7 days.

93.58

9.73%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
7 Years 2 Months
16 Years 1 Months
17 Years 4 Months
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 6.41
Sharpe Ratio 0.99
Alpha 1.16
Beta 0.53
Yield to Maturity 7.72
Average Maturity 4.22

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 20.65 15.43 11.73 12.46 11.22
quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan 12-04-2023 58.45 - - - -
HDFC Balanced Advantage Fund - Growth Plan 01-02-1994 40.06 29.46 24.35 19.57 15.71
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth 30-12-2021 28.88 16.76 - - -
Shriram Balanced Advantage Fund - Regular Growth 05-07-2019 28.05 16.57 12.7 - -
NJ Balanced Advantage Fund - Regular Plan - Growth Option 05-10-2021 27.88 17.51 - - -
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 05-09-2016 27.01 16.96 10.66 10.07 -
Franklin India Balanced Advantage Fund- Growth 06-09-2022 26.57 - - - -
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option 04-11-2018 26.21 19.41 14.45 15.86 -
Invesco India Balanced Advantage Fund - Growth 04-10-2007 25.82 18.46 12.65 11.34 10.99

Scheme Characteristics

Investment in equity/ debt that is managed dynamically.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.88%

Others

23.35%

Large Cap

48.07%

Mid Cap

8.03%

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