Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW

Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW is a scheme launched by Aditya Birla Sun Life Mutual Fund on May 23, 2000, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 8,370.71 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 100. It charges an expense ratio of 1.8% for managing the portfolio.

• Investing Strategy:

  The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower Investment Objective volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.

• Performance:

  Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW trailing returns over different times are -1.47% (1 year), 5.92% (3 year) and 6.67% (5 year). The average annual return of this fund stands at 2.68%.