Aditya Birla Sun Life Balanced Advantage Fund Growth

Hybrid
Dynamic Asset Allocation
Very High Risk
11.88%
3Y annualised
+1.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹73.90
Min. SIP amountNot Supported
Rating3
Fund size₹6,907.43Cr

Return calculator

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

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.5%11.9%8.1%9.3%
Category average1.7%11.5%7.7%NA
Rank with in category15106NA
Understand terms

Holdings (113)

NameSectorInstrumentAssets
Aditya Birla Sun Life Liquid Fund Direct-Growth
FinancialMutual Fund7.6%
Reliance Industries Ltd.EnergyEquity6.2%
HDFC Bank Ltd.FinancialEquity5.4%
ICICI Bank Ltd.FinancialEquity4.9%
Infosys Ltd.TechnologyEquity2.8%
Adani Ports and Special Economic Zone Ltd.ServicesEquity2.3%
State Bank of IndiaFinancialEquity2.3%
ITC Ltd.Consumer StaplesEquity2.2%
Housing Development Finance Corpn. Ltd.FinancialEquity2.2%
Bajaj Finance Ltd.FinancialEquity1.7%
See All

Expense ratio, exit load and tax

Expense ratio: 1.80%

Inclusive of GST

Exit load

0.25% for redemption within 7 days.

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Lovelish Solanki
Oct 2019 - Present
View details

Education
He has done BMS and MMS in finance.
Experience
Prior to joining Aditya Birla Sun Life AMC Limited, he was Equity /Equity Derivatives - Trader at Union KBC Asset Management Co Limited since February 2011. Before that he worked at Edleweiss Asset Management Co. Ltd since January 2008.
Also manages these schemes

Mohit Sharma
Apr 2017 - Present
View details

Education
Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Experience
Prior to joining Aditya Birla Sun Life AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
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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