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: 1.8% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 7,709.81 Cr As on 30-05-2025(Source:AMFI)
Turn over: 237% | Exit Load: In respect of each purchase / switch-in of Units: For redemption/switch out of units on or before 7 days from the date of allotment: 0.25% of applicable NAV. For redemption/switch out of units after 7 days from the date of allotment: Nil.

107.66

9.89%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced 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
24 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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 7.77
Sharpe Ratio 0.96
Alpha 1.01
Beta 1.0
Yield to Maturity 7.41
Average Maturity 3.73

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 9.62 16.02 15.66 15.22 11.23
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 10-02-2023 10.82 16.63 - - -
ICICI Prudential Balanced Advantage Fund - Growth 01-12-2006 10.12 16.0 15.06 15.9 11.23
UTI - Unit Linked Insurance Plan 01-10-1971 9.91 11.44 10.97 11.67 8.16
LIC MF Balanced Advantage Fund-Regular Plan-Growth 05-11-2021 9.48 13.17 13.28 - -
UTI Balanced Advantage Fund - Regular Plan - Growth Option 10-08-2023 9.19 - - - -
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option 14-11-2018 8.71 17.43 18.28 17.13 -
Axis Balanced Advantage Fund - Regular Plan - Growth 07-08-2017 8.47 18.29 16.31 14.07 -
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth 27-02-2024 8.29 - - - -
Kotak Balanced Advantage Fund -Regular Plan - Growth Option 05-07-2018 8.25 14.47 14.41 13.8 -

Scheme Characteristics

Investment in equity/ debt that is managed dynamically.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

5.72%

Others

32.99%

Large Cap

49.6%

Mid Cap

16.11%

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