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Aditya Birla Sun Life Balanced Advantage Fund - Growth Direct

Hybrid | Dynamic Asset Allocation

(NAV as of 18/04/2024)
102.06 (-0.24)

3Y Returns

13.24%

Min SIP

100

Min Lumpsum

100

Expense Ratio

0.62%

Fund Size

6979 Cr

Inception Date

01-Jan-13

Fund Manager

Mohit Sharma

Exit Load

0.25% on or before 7D, Nil after 7D.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

69.78%

Debt & Others

30.22%

Market Cap Allocation

Large Cap

53.69%

Mid Cap

11.31%

Small Cap

4.78%

Other Cap

30.22%

Sector Allocation

Banks

18.14%

Finance

11.62%

Govt-Sec

10.65%

Telecom

6.72%

Internet and Technology

6.31%

Top Ten Holdings

HDFC Bank Ltd

4.74%

Reliance Industries Ltd

4.70%

ICICI Bank Ltd

3.70%

Infosys Ltd

3.29%

Government of India (06/02/2033)

2.29%

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.

Fund House Detail

AMC Name

Aditya Birla Sun Life AMC Limited

Address

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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