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Aditya Birla Sun Life Balanced Advantage Fund Growth
+13.07%
3Y annualised
-0.63% 1D
NAV: 23 Apr '26
₹109.42
Min. for SIP
₹100
Fund size (AUM)
₹8,539.88 Cr
Expense ratio
1.84%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,354 | +2.26% | |
| 3 years | ₹1,80,000 | ₹2,04,937 | +13.85% | |
| 5 years | ₹3,00,000 | ₹3,84,638 | +28.21% | |
| 10 years | ₹6,00,000 | ₹10,29,793 | +71.63% |
Holdings (153)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 3.92% |
| HDFC Bank Ltd. | Financial | Equity | 3.50% |
| Reliance Industries Ltd. | Energy | Equity | 2.76% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 2.46% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.32% |
| State Bank of India | Financial | Equity | 2.20% |
| Infosys Ltd. | Technology | Equity | 2.10% |
| Axis Bank Ltd. | Financial | Equity | 1.88% |
| GOI | Sovereign | GOI Sec | 1.81% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.69% |
| Tech Mahindra Ltd. | Technology | Equity | 1.69% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.60% |
| Bharti Airtel Ltd. | Communication | Equity | 1.41% |
| Nexus Select Trust | Construction | REITs | 1.37% |
| HCL Technologies Ltd. | Technology | Equity | 1.23% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 1.23% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.18% |
| Tata Capital Financial Services Ltd. | Financial | Debenture | 1.17% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 1.17% |
| The Federal Bank Ltd. | Financial | Equity | 1.17% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.12% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.12% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.12% |
| India Universal Trust AL1 | Others | Sec. Debt | 1.10% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.09% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.07% |
| Vedanta Ltd. | Metals & Mining | Debenture | 1.05% |
| Adani Enterprises Ltd. | Services | Equity | 1.03% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.02% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.97% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.97% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 0.96% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.95% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 0.94% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 0.93% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.88% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.88% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.87% |
| Persistent Systems Ltd. | Technology | Equity | 0.86% |
| GMR Airports Ltd. | Construction | Equity | 0.85% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.84% |
| Go Digit General Insurance Ltd. | Insurance | Equity | 0.82% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.82% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.81% |
| SRF Ltd. | Chemicals | Equity | 0.79% |
| Embassy Office Parks REIT | Construction | REITs | 0.78% |
| Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 0.77% |
| Adani Power Ltd. | Energy | Debenture | 0.76% |
| Travel Food Services Ltd. | Services | Equity | 0.73% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.72% |
| Bajaj Housing Finance Ltd. | Financial | Bonds | 0.70% |
| United Breweries Ltd. | Consumer Staples | Equity | 0.69% |
| Bajaj Finance Ltd. | Financial | Equity | 0.68% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.66% |
| Ather Energy Ltd. | Automobile | Equity | 0.66% |
| Meesho Ltd. | Services | Equity | 0.66% |
| Adani Power Ltd. | Energy | Equity | 0.66% |
| Avenue Supermarts Ltd. | Services | Equity | 0.65% |
| Ultratech Cement Ltd. | Construction | Equity | 0.64% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.64% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.64% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.63% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.63% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.61% |
| Shriram Finance Ltd | Financial | Equity | 0.60% |
| Aditya Birla Finance Ltd. | Financial | Debenture | 0.59% |
| Vodafone Idea Ltd. | Communication | Equity | 0.58% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.58% |
| Poonawalla Fincorp Ltd. | Financial | Bonds | 0.58% |
| National Bank For Financing Infrastructure And Development | Financial | Debenture | 0.57% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.56% |
| ABB India Ltd. | Capital Goods | Equity | 0.56% |
| Hexaware Technologies Ltd. | Technology | Equity | 0.55% |
| Eternal Ltd. | Services | Equity | 0.54% |
| Tube Investments Of India Ltd. | Automobile | Equity | 0.51% |
| GOI | Sovereign | GOI Sec | 0.51% |
| PI Industries Ltd. | Chemicals | Equity | 0.50% |
| Balkrishna Industries Ltd. | Automobile | Equity | 0.49% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.47% |
| Computer Age Management Services Ltd. | Services | Equity | 0.47% |
| Havells India Ltd. | Capital Goods | Equity | 0.46% |
| Physicswallah Ltd. | Services | Equity | 0.46% |
| Asian Paints Ltd. | Chemicals | Equity | 0.44% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.44% |
| Bharat Forge Ltd. | Automobile | Equity | 0.43% |
| Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.43% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.42% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.41% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 0.38% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | Equity | 0.37% |
| Bank of Maharashtra | Financial | Equity | 0.36% |
| Medi Assist Healthcare Services Ltd. | Services | Equity | 0.35% |
| ITC Ltd. | Consumer Staples | Equity | 0.33% |
| Indus Infra Trust | Construction | InvITs | 0.33% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 0.33% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.32% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.31% |
| Aditya Birla Lifestyle Brands Ltd. | Services | Equity | 0.31% |
| Sanofi India Ltd. | Healthcare | Equity | 0.31% |
| Tata Cleantech Capital Ltd | Financial | Debenture | 0.29% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.29% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.29% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.29% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 0.29% |
| Power Grid Corporation Of India Ltd. | Energy | Bonds | 0.28% |
| GOI | Sovereign | GOI Sec | 0.27% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.25% |
| Tata Capital Ltd. | Financial | Equity | 0.23% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.23% |
| Ambuja Cements Ltd. | Construction | Equity | 0.20% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.20% |
| IRB InvIT Fund | Construction | InvITs | 0.19% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 0.15% |
| NTPC Ltd. | Energy | Equity | 0.13% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.12% |
| Piramal Finance Ltd. | Financial | NCD | 0.12% |
| Grasim Industries Ltd. | Construction | Equity | 0.07% |
| LIC Housing Finance Ltd. | Financial | Debenture | 0.06% |
| HDFC Bank Ltd. | Financial | Debenture | 0.06% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.03% |
| DLF Ltd. | Construction | Equity | 0.02% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.01% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.00% |
| Bank Of Baroda | Financial | Equity | 0.00% |
| Indusind Bank Ltd. | Financial | Equity | 0.00% |
| Vedanta Ltd. | Metals & Mining | Futures | -0.00% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.01% |
| DLF Ltd. | Construction | Futures | -0.02% |
| Oil And Natural Gas Corporation Ltd. | Energy | Futures | -0.03% |
| Varun Beverages Ltd. | Consumer Staples | Futures | -0.03% |
| APL Apollo Tubes Ltd. | Metals & Mining | Futures | -0.06% |
| Grasim Industries Ltd. | Construction | Futures | -0.07% |
| Tube Investments Of India Ltd. | Automobile | Futures | -0.07% |
| United Spirits Ltd. | Consumer Staples | Futures | -0.09% |
| Bajaj Finance Ltd. | Financial | Futures | -0.09% |
| Vodafone Idea Ltd. | Communication | Futures | -0.10% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.12% |
| NTPC Ltd. | Energy | Futures | -0.13% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.14% |
| Ambuja Cements Ltd. | Construction | Futures | -0.20% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Futures | -0.31% |
| ITC Ltd. | Consumer Staples | Futures | -0.33% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.36% |
| Tata Consultancy Services Ltd. | Technology | Futures | -0.41% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.42% |
| Havells India Ltd. | Capital Goods | Futures | -0.46% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -0.46% |
| HDFC Bank Ltd. | Financial | Futures | -0.55% |
| Shriram Finance Ltd | Financial | Futures | -0.60% |
| ICICI Bank Ltd. | Financial | Futures | -0.81% |
| Adani Enterprises Ltd. | Services | Futures | -1.03% |
| Reliance Industries Ltd. | Energy | Futures | -1.04% |
| Axis Bank Ltd. | Financial | Futures | -1.87% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +13.1% | +10.9% | +10.9% | +9.6% |
| Category average (Hybrid Dynamic Asset Allocation) | +11.9% | +10.7% | +9.6% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 6 | 5 | 2 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.25%, if redeemed within 7 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Balanced Advantage Fund Growth | +2.78% | +16.33% | 98,457.75 | |
ICICI Prudential Balanced Advantage Growth | +6.32% | +12.89% | 66,397.80 | |
SBI Balanced Advantage Fund Growth | +5.03% | +12.81% | 38,487.87 | |
Nippon India Balanced Advantage Fund Growth | +3.86% | +12.45% | 9,031.58 | |
DSP Dynamic Asset Allocation Fund Growth | +4.80% | +12.36% | 3,548.38 | |
| Compare | ||||
Fund management
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Oct 2024 - Present
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Lovelish Solanki
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MSMohit SharmaApr 2017 - PresentView details
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Mohit Sharma
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RKRohit KaranApr 2026 - PresentView details
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Rohit Karan
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About Aditya Birla Sun Life Balanced Advantage Fund Growth
Aditya Birla Sun Life Balanced Advantage Fund Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Harish Krishnan is the Current Fund Manager of Aditya Birla Sun Life Balanced Advantage Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,86,321 Cr and the Latest NAV as of 23 Apr 2026 is ₹109.42.
The Aditya Birla Sun Life Balanced Advantage Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 0.25%, if redeemed within 7 days.
;
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.
Fund benchmarkCRISIL Hybrid 50+50 Moderate Index
Fund house
Rank (total assets)#4 in India
Total AUM₹3,86,320.68 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,