Aditya Birla Sun Life Balanced Advantage Fund-Growth-0.62%

5Groww
5.89%
1 Year Return
Hybrid
Balanced Advantage
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Balanced Advantage Fund-Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio2.12%
NAV52.9 (19 Jul 2019)
Fund Started25 Apr 2000
Fund Size2,766 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Balanced Advantage Fund-Growth
5.9%
8.1%
9.2%
9.1%
Category Average
3.1%
7.9%
7.9%
-
Rank within category
7
2
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 5.9% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    FMCGEquity6.3%
    FinancialEquity6.2%
    FMCGEquity6.2%
    FMCGEquity6.2%
    FinancialEquity6.1%
    FMCGEquity6.1%
    FMCGEquity6.0%
    FinancialEquity6.0%
    FMCGEquity6.0%
    FinancialEquity5.9%
    See All

    Fund Managers

    addVineet Maloo
    Education
    Mr. Maloo is a Chartered Accountant.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with Hindalco.
    Funds Managed
    addMohit Sharma
    Education
    Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
    Experience
    He has around 10 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla 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).
    Funds Managed

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    About Aditya Birla Sun Life Mutual Fund

    Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

    Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.

    They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.

    Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

    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
    22 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,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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