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Aditya Birla Sun Life Balanced Advantage Fund Direct Growth

Hybrid
Dynamic Asset Allocation
High Risk
32.19%
1Y return
-0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Aug 2021₹77.49
Min. SIP Amount₹100
Rating4star
Fund Size₹3,969.30 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.2%13.0%12.0%12.8%
Category average24.8%9.3%9.1%NA
Rank with in category632NA
Understand termsinfo

Holdings (90)

NameSectorInstrumentAssets
Aditya Birla Sun Life Liquid Fund Direct-Growth
FinancialMutual Fund7.0%
HDFC Bank Ltd.FinancialEquity4.2%
Infosys Ltd.TechnologyEquity4.0%
ICICI Bank Ltd.FinancialEquity3.5%
Tata Steel Ltd.MetalsEquity2.5%
Bharti Airtel Ltd.CommunicationEquity2.2%
Housing Development Finance Corpn. Ltd.FinancialEquity2.0%
Reliance Industries Ltd.EnergyEquity2.0%
NTPC Ltd.EnergyEquity1.9%
Tata Consultancy Services Ltd.TechnologyEquity1.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.73%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Vineet Maloo
Aug 2015 - Present
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Mohit Sharma
Apr 2017 - Present
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Fund house & investment objective

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Fund house contact details

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