|Fund Type||Open Ended|
|Benchmark||CRISIL Hybrid 50+50 Moderate Index|
|Asset Size(Cr)||2893.86 (As on Jan 31, 2019)|
|Fund Manager||Vineet Maloo , Mohit Sharma|
|Notes||Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Balanced Portfolio has been renamed as Birla Sun Life Dynamic Asset All|
|Min SIP Investment||1000|
|Min Addl Investment||100|
|Exit Load||1 % For 365 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|HDFC Balanced Advantage Fund (G)||-0.84%||17.06%||15.55%|
|Reliance Balanced Advantage Fund (G)||2.43%||14.74%||14%|
|Invesco India Dynamic Equity Fund (G)||-1.47%||12.21%||12.03%|
|ICICI Prudential Balanced Advantage Fund (G)||2.88%||11.74%||12.42%|
|Franklin India Dynamic PE Ratio FoF (G)||5.31%||10.7%||11.71%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
Please fill the below form and an investment advisor
will get back to you within 24 hours.