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Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW
-
₹26.16
(-0.61%)
Current NAV 08-05-2025
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3.32%
Returns
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Min. SIP ₹1000
Min. Investment ₹100
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Returns (NAV as on 08-May-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -0.65% | 0.16% | 0.48% |
| 1M | 4.68% | 5.85% | -0.89% |
| 3M | 1.4% | 1.71% | -3.19% |
| 6M | -1.51% | -0.54% | -3.77% |
| 1Y | 3.32% | 7.4% | 5.5% |
| 2Y | 7.22% | 15.17% | 12.28% |
| 3Y | 5.75% | 12.48% | 9.65% |
| 5Y | 9.05% | 14.7% | 12.81% |
| ALL | 4.2% | 9.73% | 11.41% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 6.2% | 0.86% | 0.52% | 1.23% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Comparison Of Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW
Compare your fund with the top category schemes.
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.53% (p.a.)
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns11.48% (p.a.)
HDFC Banking and PSU Debt Fund - Growth Option
3Y Returns7.25% (p.a.)
BANDHAN Banking & PSU Debt Fund - Regular Growth
3Y Returns7.02% (p.a.)
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns17.97% (p.a.)
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99% (p.a.)
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns7.72% (p.a.)
ICICI Prudential Bond Fund - Growth
3Y Returns8.53% (p.a.)
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Start SIPPortfolio Summary (as on 31-Mar-2025)
An insight into your portfolio composition.
Equity73.40% Debt15.12%
Equity Market Cap
Top 5 Sectors of Equity
Banks 16%
IT - Software 6%
Finance 5%
Petroleum Products 5%
Pharmaceuticals & Biotechnology 4%
Top 5 Companies of Equity
HDFC BANK LIMITED EQ NEW FV RE. 1/- 4%
ICICI BANK LIMITED EQ NEW FV RS. 2/- 4%
RELIANCE INDUSTRIES LIMITED EQ 3%
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 3%
INFOSYS LIMITED EQ FV RS 5 2%
Debt Market Cap
Top 5 Sectors of Debt
15%
Top 5 Companies of Debt
Government of India (24/07/2037) 3%
Government of India (06/02/2033) 2%
9.10% Shriram Finance Ltd (18/03/2027) 2%
8.92% Cholamandalam Investment and Finance Company Limited (02/12/2034) 1%
India Universal Trust Al2 (21/11/2030) 1%
Check out the favourite sectors and companies of this fund
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Chat with usFrequently Asked Questions
What is the current NAV of Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW as of 08-05-2025 is 26.16.
What is the benchmark of Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW?
Aditya Birla Sun Life performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW?
The fund's top 5 sectors holdings are Banks, IT - Software, Finance, Petroleum Products, Pharmaceuticals & Biotechnology,
How can I redeem my investments in Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW?
Redeeming your investments in Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Lovelish Solanki, Mohit Sharma, Vishal Gajwani, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW is Rs 7239.48 Crs. Crs.
Should I invest in Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCWs?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
