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Aditya Birla Sun Life Balanced Advantage Fund Growth-1.71%

34.89%
1 Year Return
Hybrid
Balanced Advantage
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Balanced Advantage Fund Growth

RiskHigh
Min SIP Amount₹100
Expense Ratio2.23%
NAV₹65.34 (13 Apr 2021)
Fund Started25 Apr 2000
Fund Size3,181 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
34.9%
8.9%
11.3%
10.3%
Category Average
28.4%
6.9%
8.7%
-
Rank Within Category
6
4
3
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 34.9% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
6. Exit load is zero
Cons
1. Higher expense ratio - 2.04%

Top Holdings

NameSectorInstrument% Assets
Aditya Birla Sun Life Liquid Fund Direct-GrowthFinancialMutual Fund7.9%
Infosys Ltd.TechnologyEquity4.1%
HDFC Bank Ltd.FinancialEquity3.5%
Tata Steel Ltd.MetalsEquity3.4%
Housing Development Finance Corpn. Ltd.FinancialEquity3.2%
ICICI Bank Ltd.FinancialEquity3.2%
Bharti Airtel Ltd.CommunicationEquity2.7%
National Thermal Power Corp. Ltd.EnergyEquity2.4%
ITC Ltd.FMCGEquity2.2%
Axis Bank Ltd.FinancialEquity2.0%
See All

Fund Managers

Vineet Maloo
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Mohit Sharma
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Aditya Birla Sun Life Balanced Advantage Fund Growth Details

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 25 Apr 2000. Vineet Maloo, 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 ₹3,181 Cr and the Latest NAV as of 13 Apr 2021 is ₹65.34.

The Aditya Birla Sun Life Balanced Advantage Fund Growth is rated High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100.

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.

Tax Implications

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.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
Nil
Exit Load

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About Aditya Birla Sun Life Mutual Fund

Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone
022 43568000
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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