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Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Balanced Advantage Fund Growth

Aditya Birla Sun Life Balanced Advantage Fund Growth

Hybrid
Dynamic Asset Allocation
High Risk
14.40%
3Y annualised
+0.36% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Oct 2021₹74.43
Min. SIP amountNA
Rating4star
Fund size₹5,484.87 Cr

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns31.5%14.4%10.6%9.8%
Category average24.8%9.3%9.1%NA
Rank with in category663NA
Understand termsinfo

Holdings (106)

NameSectorInstrumentAssets
Aditya Birla Sun Life Liquid Fund Direct-Growth
FinancialMutual Fund8.3%
FinancialEquity4.0%
FinancialEquity3.8%
MetalsEquity3.3%
Panatone Finvest Ltd
FinancialCP2.5%
ServicesEquity2.4%
FinancialEquity2.3%
CommunicationEquity2.3%
FMCGEquity2.2%
FinancialEquity2.0%
See All

Expense ratio, exit load and tax

Expense ratio: 1.86%

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
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Vineet Maloo
Aug 2015 - Present
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Lovelish Solanki
Oct 2019 - 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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