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: 1.78% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 8,202.42 Cr As on 29-08-2025(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. |
106.35
0.22 (0.2069%)
9.73%
Benchmark: 11.48%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced 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
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 | 7.46 |
| Sharpe Ratio | 0.84 |
| Alpha | 5.69 |
| Beta | 0.1 |
| 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
9.07%
Others
17.26%
Others
1.07%
Large Cap
48.97%
Mid Cap
11.72%
