Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

4
Dynamic Asset Allocation NAV 69.81 0.33 04 July, 2022
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option was previously known as

Aditya Birla Sun Life Dynamic Asset Allocation Fund (G)

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Growth
Launch Date 25 April, 2000
Benchmark CRISIL Hybrid 50+50 Moderate Index
Asset Size(Cr) 6744.13 (As on 31-03-2022)
Turn over 364.00%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load 0.25% for redemption within 7 days
Expense Ratio 1.79% (As on 31-03-2022)
Fund Manager Mohit Sharma,Lovelish Solanki,Vishal Gajwani

Investment Returns (As on 04 Jul, 2022)

Duration Returns Benchmark Category
1 W 0.37% -0.57% -0.49%
1 M -1.5% -0.65% 0.55%
3 M -5.21% -0.23% 0.05%
6 M -5.19% -6.15% -2.04%
1 Y 0.11% 17.63% 9.48%
2 Y 21.86% 36.94% 18.64%
3 Y 8.91% 14.5% 9.92%
5 Y 7.32% 14.17% 8.11%

Risk Mesasures (As on 04 Jul, 2022)

Std Dev Sharpe Beta Alpha
Fund 10.21 0.55 3.41 0.96
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 18.6%

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 Plan - Growth Option 0.11% 8.91% 7.32%

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