Aditya Birla Sun Life Balanced Advantage Fund - Dividend

4
Dynamic Asset Allocation NAV 24.02 -0.04 24 September, 2021
  • 10.68%
  • 6Y 10M
Aditya Birla Sun Life Balanced Advantage Fund - Dividend was previously known as

Aditya Birla Sun Life Dynamic Asset Allocation Fund - Dividend

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Dividend
Launch Date 01 January, 1970
Benchmark CRISIL Hybrid 50+50 Moderate Index
Asset Size(Cr) 4,989 (As on Aug 31, 2021)
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load
Expense Ratio 1.87% (As on Aug 2021)
Fund Manager Vineet Maloo, Mohit Sharma, Lovelish Solanki

Investment Returns (As on 24 Sep, 2021)

  • 3 Month 6%
  • 6 Month 13.35%
  • 1 Year 37.67%
  • 3 Year 13.56%
  • 5 Year 10.68%
Graph
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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 - Dividend 37.67% 13.56% 10.68%

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