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Aditya Birla Sun Life Balanced Advantage Fund Growth
+11.54%
3Y annualised
-0.17% 1D
NAV: 15 May '26
₹108.02
Min. for SIP
₹100
Fund size (AUM)
₹9,182.39 Cr
Expense ratio
1.88%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,425 | +0.71% | |
| 3 years | ₹1,80,000 | ₹2,00,758 | +11.53% | |
| 5 years | ₹3,00,000 | ₹3,77,493 | +25.83% | |
| 10 years | ₹6,00,000 | ₹10,10,100 | +68.35% |
Holdings (153)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 4.06% |
| Reliance Industries Ltd. | Energy | Equity | 3.19% |
| HDFC Bank Ltd. | Financial | Equity | 3.12% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.70% |
| State Bank of India | Financial | Equity | 2.48% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 2.38% |
| Axis Bank Ltd. | Financial | Equity | 1.91% |
| Infosys Ltd. | Technology | Equity | 1.89% |
| GOI | Sovereign | GOI Sec | 1.69% |
| Tech Mahindra Ltd. | Technology | Equity | 1.67% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.62% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.53% |
| Bharti Airtel Ltd. | Communication | Equity | 1.39% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.35% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.35% |
| Adani Enterprises Ltd. | Services | Equity | 1.31% |
| Nexus Select Trust | Construction | REITs | 1.31% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 1.27% |
| The Federal Bank Ltd. | Financial | Equity | 1.23% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.22% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.20% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.18% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.15% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.09% |
| GMR Airports Ltd. | Construction | Equity | 1.08% |
| HCL Technologies Ltd. | Technology | Equity | 1.06% |
| SRF Ltd. | Chemicals | Equity | 1.02% |
| India Universal Trust AL1 | Others | Sec. Debt | 1.01% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 1.00% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.98% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.98% |
| Vedanta Ltd. | Metals & Mining | Debenture | 0.98% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.95% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.91% |
| Adani Power Ltd. | Energy | Equity | 0.90% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.89% |
| Go Digit General Insurance Ltd. | Insurance | Equity | 0.89% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.89% |
| JTPM Metal Traders Ltd. | Metals & Mining | Debenture | 0.87% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.87% |
| Meesho Ltd. | Services | Equity | 0.85% |
| Nifty Bank | Financial | ID | 0.84% |
| Persistent Systems Ltd. | Technology | Equity | 0.84% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.82% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.82% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 0.80% |
| Brigade Enterprises Ltd. | Construction | Equity | 0.79% |
| Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 0.77% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.77% |
| Tata Capital Financial Services Ltd. | Financial | Debenture | 0.76% |
| Ather Energy Ltd. | Automobile | Equity | 0.76% |
| Travel Food Services Ltd. | Services | Equity | 0.75% |
| Asian Paints Ltd. | Chemicals | Equity | 0.73% |
| Bajaj Finance Ltd. | Financial | Equity | 0.73% |
| Embassy Office Parks REIT | Construction | REITs | 0.73% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.72% |
| Avenue Supermarts Ltd. | Services | Equity | 0.71% |
| Adani Power Ltd. | Energy | Debenture | 0.70% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.68% |
| Eternal Ltd. | Services | Equity | 0.66% |
| United Breweries Ltd. | Consumer Staples | Equity | 0.65% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.65% |
| Bajaj Housing Finance Ltd. | Financial | Bonds | 0.65% |
| Vodafone Idea Ltd. | Communication | Equity | 0.65% |
| Ultratech Cement Ltd. | Construction | Equity | 0.64% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.64% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.64% |
| ABB India Ltd. | Capital Goods | Equity | 0.63% |
| Bharat Forge Ltd. | Automobile | Equity | 0.63% |
| Hexaware Technologies Ltd. | Technology | Equity | 0.63% |
| Trent Ltd. | Services | Futures | 0.61% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.59% |
| Computer Age Management Services Ltd. | Services | Equity | 0.58% |
| Tube Investments Of India Ltd. | Automobile | Equity | 0.56% |
| Aditya Birla Finance Ltd. | Financial | Debenture | 0.55% |
| Poonawalla Fincorp Ltd. | Financial | Bonds | 0.54% |
| National Bank For Financing Infrastructure And Development | Financial | Debenture | 0.52% |
| PI Industries Ltd. | Chemicals | Equity | 0.52% |
| Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.50% |
| Balkrishna Industries Ltd. | Automobile | Equity | 0.48% |
| GOI | Sovereign | GOI Sec | 0.47% |
| Physicswallah Ltd. | Services | Equity | 0.46% |
| Bank of Maharashtra | Financial | Equity | 0.46% |
| Gillette India Ltd. | Consumer Staples | Equity | 0.44% |
| Havells India Ltd. | Capital Goods | Equity | 0.43% |
| Shriram Finance Ltd | Financial | Equity | 0.42% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.40% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.38% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | Equity | 0.38% |
| Medi Assist Healthcare Services Ltd. | Services | Equity | 0.38% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.38% |
| Sanofi India Ltd. | Healthcare | Equity | 0.36% |
| Jubilant Bevco Ltd. | Consumer Staples | Debenture | 0.36% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.35% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 0.35% |
| Tata Capital Ltd. | Financial | Equity | 0.34% |
| ITC Ltd. | Consumer Staples | Equity | 0.33% |
| Aditya Birla Lifestyle Brands Ltd. | Services | Equity | 0.33% |
| Indus Infra Trust | Construction | InvITs | 0.32% |
| Vijaya Diagnostic Centre Ltd. | Healthcare | Equity | 0.31% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.27% |
| Tata Cleantech Capital Ltd | Financial | Debenture | 0.27% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.27% |
| HDB Financial Services Ltd. | Financial | Debenture | 0.27% |
| Bajaj Housing Finance Ltd. | Financial | NCD | 0.27% |
| 360 One Wam Ltd. | Financial | Equity | 0.27% |
| Power Grid Corporation Of India Ltd. | Energy | Bonds | 0.26% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.26% |
| GOI | Sovereign | GOI Sec | 0.26% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.22% |
| Ambuja Cements Ltd. | Construction | Equity | 0.21% |
| Patanjali Foods Ltd. | Consumer Staples | Equity | 0.18% |
| Bharti Telecom Ltd. | Communication | Debenture | 0.18% |
| IRB InvIT Fund | Construction | InvITs | 0.18% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.17% |
| L&T Finance Ltd. | Financial | Equity | 0.14% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 0.14% |
| NTPC Ltd. | Energy | Equity | 0.13% |
| Piramal Finance Ltd. | Financial | NCD | 0.11% |
| Grasim Industries Ltd. | Construction | Equity | 0.07% |
| HDFC Bank Ltd. | Financial | Debenture | 0.05% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.04% |
| DLF Ltd. | Construction | Equity | 0.03% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.02% |
| Bank Of Baroda | Financial | Equity | 0.00% |
| Indusind Bank Ltd. | Financial | Equity | 0.00% |
| Hindustan Aeronautics Ltd. | Capital Goods | Futures | -0.02% |
| Oil And Natural Gas Corporation Ltd. | Energy | Futures | -0.02% |
| HDFC Bank Ltd. | Financial | Futures | -0.03% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.03% |
| Varun Beverages Ltd. | Consumer Staples | Futures | -0.04% |
| Bajaj Finance Ltd. | Financial | Futures | -0.04% |
| DLF Ltd. | Construction | Futures | -0.05% |
| APL Apollo Tubes Ltd. | Metals & Mining | Futures | -0.06% |
| Grasim Industries Ltd. | Construction | Futures | -0.06% |
| United Spirits Ltd. | Consumer Staples | Futures | -0.08% |
| Tube Investments Of India Ltd. | Automobile | Futures | -0.08% |
| NTPC Ltd. | Energy | Futures | -0.11% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.13% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.16% |
| Vodafone Idea Ltd. | Communication | Futures | -0.26% |
| ITC Ltd. | Consumer Staples | Futures | -0.28% |
| Patanjali Foods Ltd. | Consumer Staples | Futures | -0.29% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Futures | -0.33% |
| Ambuja Cements Ltd. | Construction | Futures | -0.35% |
| Havells India Ltd. | Capital Goods | Futures | -0.36% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Futures | -0.38% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -0.42% |
| Shriram Finance Ltd | Financial | Futures | -0.48% |
| Reliance Industries Ltd. | Energy | Futures | -0.61% |
| ICICI Bank Ltd. | Financial | Futures | -0.67% |
| Adani Enterprises Ltd. | Services | Futures | -1.59% |
| Axis Bank Ltd. | Financial | Futures | -1.63% |
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 | +11.5% | +10.1% | +10.9% | +9.6% |
| Category average (Hybrid Dynamic Asset Allocation) | +11.9% | +10.7% | +9.6% | -- |
| Rank (Hybrid Dynamic Asset Allocation) | 7 | 6 | 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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
HDFC Balanced Advantage Fund Growth | -1.13% | +14.48% | 1,05,377.65 | |
ICICI Prudential Balanced Advantage Growth | +3.45% | +11.57% | 70,551.44 | |
SBI Balanced Advantage Fund Growth | +2.59% | +11.50% | 40,732.17 | |
Nippon India Balanced Advantage Fund Growth | +1.22% | +10.94% | 9,620.30 | |
DSP Dynamic Asset Allocation Fund Growth | +2.76% | +10.78% | 3,661.26 | |
| Compare | ||||
Fund management
MSMohit SharmaApr 2017 - PresentView details
MS
Mohit Sharma
Apr 2017 - Present
View details
HKHarish KrishnanOct 2024 - PresentView details
HK
Harish Krishnan
Oct 2024 - Present
View details
RKRohit KaranApr 2026 - PresentView details
RK
Rohit Karan
Apr 2026 - Present
View details
LSLovelish SolankiOct 2019 - PresentView details
LS
Lovelish Solanki
Oct 2019 - Present
View details
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. Mohit Sharma 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 ₹4,23,182 Cr and the Latest NAV as of 15 May 2026 is ₹108.02.
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₹4,23,182.21 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,