Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW

4
Dynamic Asset Allocation NAV 23.71 0 22 September, 2023

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Dividend
Launch Date 25 April, 2000
Benchmark CRISIL Hybrid 50+50 Moderate Index
Asset Size(Cr) 6428.1614500000005
Turn over 240%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load 0.25% for redemption within 7 days
Expense Ratio 1.77
Fund Manager Lovelish Solanki, Mohit Sharma, Vishal Gajwani
Fund House Aditya Birla Sunlife Mutual Fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.94% 1.58% 1.13%
1 M 2.53% 4.02% 2.56%
3 M 1.92% 1.44% 1.76%
6 M 1.65% 0.35% 1.39%
1 Y 6.84% 7.25% 5.92%
2 Y 7.56% 12.49% 7.65%
3 Y 15.14% 23.79% 13.21%
5 Y 8.3% 12.46% 7.76%

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 10.22 0.89 3.39 0.81
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 7.99%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW 6.84% 15.14% 8.3%

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