Dezerv

Fund Overview

Fund Size

Fund Size

₹7,266 Cr

Expense Ratio

Expense Ratio

1.79%

ISIN

ISIN

INF084M01AB8

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

25 Apr 2000

About this fund

Aditya Birla Sun Life Balanced Advantage Fund Regular Growth is a Dynamic Asset Allocation mutual fund schemes offered by Aditya Birla SL Mutual Fund. This fund has been in existence for 24 years, 3 months and 1 days, having been launched on 25-Apr-00.
As of 25-Jul-24, it has a Net Asset Value (NAV) of ₹99.61, Assets Under Management (AUM) of 7266.38 Crores, and an expense ratio of 1.79%.
  • The fund's asset allocation comprises around 58.90% in equities, 19.51% in debts, and 21.26% in cash & cash equivalents.
  • You can start investing in Aditya Birla Sun Life Balanced Advantage Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+21.65%

+23.53% (Cat Avg.)

3 Years

+12.10%

+12.79% (Cat Avg.)

5 Years

+13.69%

+13.60% (Cat Avg.)

10 Years

+11.12%

+10.44% (Cat Avg.)

Portfolio Summaryas of 30th June 2024

Equity4,279.85 Cr58.90%
Debt1,417.98 Cr19.51%
Others1,568.56 Cr21.59%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Cash Offset For DerivativesCash - General Offset1,086.37 Cr14.95%
HDFC Bank LtdEquity440.87 Cr6.07%
Reliance Industries LtdEquity371.81 Cr5.12%
ICICI Bank LtdEquity303.14 Cr4.17%
Infosys LtdEquity208.89 Cr2.87%
7.18% Govt Stock 2037Bond - Gov't/Treasury182.07 Cr2.51%
Nifty_(25/07/2024)Equity Index - Future-169.41 Cr2.33%
Tata Capital LimitedBond - Corporate Bond143.4 Cr1.97%
Larsen & Toubro LtdEquity142.8 Cr1.97%
NTPC LtdEquity139.82 Cr1.92%
ITC LtdEquity139.51 Cr1.92%
Cholamandalam Investment And Fin. Co. LtdBond - Corporate Bond139.28 Cr1.92%
Clearing Corporation Of India LimitedCash - Repurchase Agreement136.86 Cr1.88%
Adani Ports & Special Economic Zone LtdEquity134.94 Cr1.86%
7.26% Govt Stock 2033Bond - Gov't/Treasury121.48 Cr1.67%
State Bank of IndiaEquity118.96 Cr1.64%
Future on HDFC Bank LtdEquity - Future-113.65 Cr1.56%
Net Receivables / (Payables)Cash109.34 Cr1.50%
Mahindra & Mahindra LtdEquity104.89 Cr1.44%
Bharti Airtel LtdEquity103.69 Cr1.43%
Reliance_(25/07/2024)Equity - Future-102.97 Cr1.42%
Axis Bank LtdEquity102.36 Cr1.41%
Small Industries Development Bank of India 7.68%Bond - Corporate Bond100 Cr1.38%
Bharti Telecom LimitedBond - Corporate Bond99.93 Cr1.38%
182 DTB 25072024Bond - Gov't/Treasury99.57 Cr1.37%
182 DTB 26102024Bond - Gov't/Treasury99.44 Cr1.37%
Sun Pharmaceuticals Industries LtdEquity95.95 Cr1.32%
7.18% Govt Stock 2033Bond - Gov't/Treasury90.76 Cr1.25%
Future on Adani Ports & Special Economic Zone LtdEquity - Future-90.66 Cr1.25%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity80.71 Cr1.11%
Bajaj Finance LtdEquity78.69 Cr1.08%
Hindalco Industries LtdEquity76.51 Cr1.05%
Bharti Telecom LimitedBond - Corporate Bond74.86 Cr1.03%
Bajaj Finance LimitedBond - Corporate Bond74.66 Cr1.03%
Coal India LtdEquity73.19 Cr1.01%
Maruti Suzuki India LtdEquity69.74 Cr0.96%
India Grid Trust Units Series - IVEquity69.4 Cr0.96%
State Bank Of IndiaBond - Corporate Bond67.75 Cr0.93%
DLF LtdEquity66.31 Cr0.91%
Whirlpool of India LtdEquity63.14 Cr0.87%
Ambuja Cements LtdEquity62.94 Cr0.87%
Bajaj Housing Finance Ltd. 7.8%Bond - Corporate Bond59.82 Cr0.82%
SBI Life Insurance Company LimitedEquity58.43 Cr0.80%
Ajanta Pharma LtdEquity55.7 Cr0.77%
Siemens LtdEquity54.55 Cr0.75%
Voltas LtdEquity53.69 Cr0.74%
Zomato LtdEquity53.57 Cr0.74%
Tata Motors LtdEquity53.51 Cr0.74%
InterGlobe Aviation LtdEquity52.91 Cr0.73%
United Spirits LtdEquity52.48 Cr0.72%
Bharti Telecom LimitedBond - Corporate Bond49.98 Cr0.69%
Muthoot Finance LimitedBond - Corporate Bond49.82 Cr0.69%
Tata Consultancy Services LtdEquity49.76 Cr0.68%
LTIMindtree LtdEquity49.74 Cr0.68%
Future on Kotak Mahindra Bank LtdEquity - Future-47.7 Cr0.66%
Kotak Mahindra Bank LtdEquity47.37 Cr0.65%
Indus Towers Ltd Ordinary SharesEquity46.97 Cr0.65%
Hero MotoCorp LtdEquity45.84 Cr0.63%
Tube Investments of India Ltd Ordinary SharesEquity45.51 Cr0.63%
IndusInd Bank LtdEquity45.23 Cr0.62%
Godrej Consumer Products LtdEquity44.18 Cr0.61%
Hindustan Unilever LtdEquity42.56 Cr0.59%
Future on Bajaj Finserv LtdEquity - Future-41.7 Cr0.57%
Bajaj Finserv LtdEquity41.53 Cr0.57%
Future on Bharat Forge LtdEquity - Future-41.13 Cr0.57%
Bharat Forge LtdEquity41.09 Cr0.57%
Future on DLF LtdEquity - Future-40.72 Cr0.56%
Dabur India LtdEquity40.19 Cr0.55%
NMDC LtdEquity38.03 Cr0.52%
Samvardhana Motherson International LtdEquity36.76 Cr0.51%
Shriram Finance LtdEquity35.99 Cr0.50%
UltraTech Cement LtdEquity35.83 Cr0.49%
Crompton Greaves Consumer Electricals LtdEquity35.83 Cr0.49%
Sona BLW Precision Forgings LtdEquity35.75 Cr0.49%
SRF LtdEquity35.52 Cr0.49%
Havells India LtdEquity33.59 Cr0.46%
ZF Commercial Vehicle Control Systems India LtdEquity33.36 Cr0.46%
Future on GMR Power and Urban Infra LtdEquity - Future-32.66 Cr0.45%
Aditya Birla Fashion and Retail LtdEquity32.61 Cr0.45%
GMR Airports Infrastructure LtdEquity32.48 Cr0.45%
Industower_(25/07/2024)Equity - Future-32.37 Cr0.45%
Apollo Hospitals Enterprise LtdEquity30.78 Cr0.42%
Bharti Hexacom LtdEquity30.38 Cr0.42%
AU Small Finance Bank LtdEquity30.12 Cr0.41%
Coforge LtdEquity29.53 Cr0.41%
Vijaya Diagnostic Centre LtdEquity28.83 Cr0.40%
FSN E-Commerce Ventures LtdEquity28.7 Cr0.39%
Future on Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity - Future-27.59 Cr0.38%
Emami LtdEquity27.26 Cr0.38%
NLC India LtdEquity26.84 Cr0.37%
Future on Adani Enterprises LtdEquity - Future-26.68 Cr0.37%
Adani Enterprises LtdEquity26.5 Cr0.36%
Gillette India LtdEquity26.42 Cr0.36%
Tata Steel LtdEquity26.28 Cr0.36%
Bank of BarodaEquity26.25 Cr0.36%
HCL Technologies LtdEquity26.21 Cr0.36%
ICICI Lombard General Insurance Co LtdEquity26.02 Cr0.36%
Rural Electrification Corporation LimitedBond - Corporate Bond26.01 Cr0.36%
Oil & Natural Gas Corp LtdEquity25.81 Cr0.36%
Rural Electrification Corporation LimitedBond - Corporate Bond25.12 Cr0.35%
Hindustan Aeronautics Ltd Ordinary SharesEquity25.07 Cr0.35%
Small Industries Development Bank Of IndiaBond - Corporate Bond24.86 Cr0.34%
Future on ACC LtdEquity - Future-24.68 Cr0.34%
Mphasis LtdEquity24.62 Cr0.34%
ACC LtdEquity24.51 Cr0.34%
Bharat Highways InvitMutual Fund - Unspecified23.88 Cr0.33%
Avenue Supermarts LtdEquity23.51 Cr0.32%
LIC Housing Finance LtdEquity23.33 Cr0.32%
Cipla LtdEquity23.2 Cr0.32%
Embassy Office Parks ReitBond - Asset Backed23.15 Cr0.32%
Jubilant Foodworks LtdEquity22.86 Cr0.31%
Sunpharma_(25/07/2024)Equity - Future-22.7 Cr0.31%
Sanofi India LtdEquity21.98 Cr0.30%
Jio Financial Services LtdEquity21.36 Cr0.29%
Sbilife_(25/07/2024)Equity - Future-20.56 Cr0.28%
KPIT Technologies LtdEquity20.27 Cr0.28%
Bharat Heavy Electricals LtdEquity20.04 Cr0.28%
Hdb Financial Services LimitedBond - Corporate Bond19.74 Cr0.27%
Future on NMDC LtdEquity - Future-19.74 Cr0.27%
Unitdspr_(25/07/2024)Equity - Future-19.72 Cr0.27%
GE T&D India LtdEquity18.65 Cr0.26%
Federalbnk_(25/07/2024)Equity - Future-18.55 Cr0.26%
Sumitomo Chemical India Ltd Ordinary SharesEquity18.49 Cr0.25%
The Federal Bank LtdEquity18.43 Cr0.25%
IRB InvIT Fund Units 2017-Series IVEquity17.66 Cr0.24%
Siemens_(25/07/2024)Equity - Future-16.59 Cr0.23%
Fortis Healthcare LtdEquity15.93 Cr0.22%
IFGL Refractories LtdEquity15.32 Cr0.21%
Future on IDFC LtdEquity - Future-15.13 Cr0.21%
IDFC LtdEquity15.03 Cr0.21%
Power Finance Corporation Ltd.Bond - Corporate Bond15 Cr0.21%
Future on Coal India LtdEquity - Future-15 Cr0.21%
Supreme Industries LtdEquity14.89 Cr0.20%
Indraprastha Gas LtdEquity14.74 Cr0.20%
Future on Marico LtdEquity - Future-14.67 Cr0.20%
Marico LtdEquity14.56 Cr0.20%
Container Corporation of India LtdEquity14.42 Cr0.20%
Margin (Future And Options)Cash - Collateral13.09 Cr0.18%
Future on Berger Paints India LtdEquity - Future-13.07 Cr0.18%
Berger Paints India LtdEquity12.98 Cr0.18%
Sanofi Consumer HeEquity12.8 Cr0.18%
Indigo_(25/07/2024)Equity - Future-12.77 Cr0.18%
Bpcl_(25/07/2024)Equity - Future-12.63 Cr0.17%
Bharat Petroleum Corp LtdEquity12.58 Cr0.17%
Future on Axis Bank LtdEquity - Future-12.33 Cr0.17%
Gland Pharma LtdEquity11.89 Cr0.16%
Bank of IndiaEquity11.71 Cr0.16%
Future on NTPC LtdEquity - Future-11.43 Cr0.16%
Rural Electrification Corporation LimitedBond - Corporate Bond10.32 Cr0.14%
Kotak Mahindra Prime LimitedBond - Corporate Bond9.97 Cr0.14%
Tcs_(25/07/2024)Equity - Future-9.61 Cr0.13%
Future on Hindalco Industries LtdEquity - Future-8.48 Cr0.12%
Divislab_(25/07/2024)Equity - Future-7.95 Cr0.11%
Divi's Laboratories LtdEquity7.91 Cr0.11%
Future on Aurobindo Pharma LtdEquity - Future-6.95 Cr0.10%
Aurobindo Pharma LtdEquity6.91 Cr0.10%
Canbk_(25/07/2024)Equity - Future-6.01 Cr0.08%
Canara BankEquity5.97 Cr0.08%
Future on Manappuram Finance LtdEquity - Future-5.52 Cr0.08%
Manappuram Finance LtdEquity5.49 Cr0.08%
HDFC Bank LimitedBond - Corporate Bond5.03 Cr0.07%
Kotak Mahindra Prime LimitedBond - Corporate Bond4.96 Cr0.07%
Future on Oberoi Realty LtdEquity - Future-4.22 Cr0.06%
Oberoi Realty LtdEquity4.2 Cr0.06%
Future on RBL Bank LtdEquity - Future-4.08 Cr0.06%
RBL Bank LtdEquity4.08 Cr0.06%
Ioc_(25/07/2024)Equity - Future-3.73 Cr0.05%
Indian Oil Corp LtdEquity3.71 Cr0.05%
Nationalum_(25/07/2024)Equity - Future-3.67 Cr0.05%
National Aluminium Co LtdEquity3.65 Cr0.05%
Titan_(25/07/2024)Equity - Future-3 Cr0.04%
Titan Co LtdEquity2.98 Cr0.04%
Tech Mahindra LtdEquity2.92 Cr0.04%
Future on Hindustan Petroleum Corp LtdEquity - Future-2.16 Cr0.03%
Hindustan Petroleum Corp LtdEquity2.15 Cr0.03%
Apollohosp_(25/07/2024)Equity - Future-1.63 Cr0.02%
Future on Bank of BarodaEquity - Future-0.89 Cr0.01%
Future on Nestle India LtdEquity - Future-0.51 Cr0.01%
Nestle India LtdEquity0.51 Cr0.01%
Future on Dabur India LtdEquity - Future-0.38 Cr0.01%
Future on Bajaj Finance LtdEquity - Future-0.36 Cr0.00%
Lichsgfin_(25/07/2024)Equity - Future-0.16 Cr0.00%
Future on Aarti Industries LtdEquity - Future-0.14 Cr0.00%
Aarti Industries LtdEquity0.14 Cr0.00%
Future on Tata Steel LtdEquity - Future-0.1 Cr0.00%
Cash And BankCash - Collateral0 Cr0.00%
Ntpc LimitedBond - Corporate Bond0 Cr0.00%

Allocation By Market Cap (Equity)

Large Cap Stocks

49.84%

Mid Cap Stocks

9.71%

Small Cap Stocks

3.94%

Allocation By Credit Quality (Debt)

AAA

AA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services1,460.36 Cr20.10%
Industrials661.21 Cr9.10%
Consumer Cyclical660.61 Cr9.09%
Energy515.77 Cr7.10%
Technology411.94 Cr5.67%
Consumer Defensive411.19 Cr5.66%
Basic Materials350.21 Cr4.82%
Healthcare299.07 Cr4.12%
Communication Services261.75 Cr3.60%
Utilities250.8 Cr3.45%
Real Estate70.51 Cr0.97%

Risk & Performance Ratios

Standard Deviation

This fund

6.51%

Cat. avg.

7.32%

Lower the better

Sharpe Ratio

This fund

0.95

Cat. avg.

0.83

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

1.62

Higher the better

Fund Managers

LS

Lovelish Solanki

Since October 2019

MS

Mohit Sharma

Since April 2017

VG

Vishal Gajwani

Since April 2022

Additional Scheme Detailsas of 30th June 2024

ISIN
INF084M01AB8
Expense Ratio
1.79%
Exit Load
No Charges
Fund Size
₹7,266 Cr
Age
25 Apr 2000
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Withdrawal within 1 year

Flat 15% tax on realised gains (STCG - short term capital gains)

Withdrawal after 1 year

10% tax on realised gains above Rs. 1 lakh per financial year (LTCG - long term capital gains)

Note: Mutual funds are subject to capital gains taxation with surcharge and cess, based on prevailing income tax rules and investor income. Taxation applies to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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Fund nameExpense RatioExit LoadFund size
1Y
Motilal Oswal Balance Advantage Fund Regular Growth

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Motilal Oswal Balance Advantage Fund Direct Growth

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Quant Dynamic Asset Allocation Fund Direct Growth

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0.7%1.0%₹1196.62 Cr57.3%
Quant Dynamic Asset Allocation Fund Regular Growth

Very High Risk

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Bandhan Balanced Advantage Fund Direct Growth

Moderately High risk

0.6%1.0%₹2264.44 Cr20.0%
Bandhan Balanced Advantage Fund Regular Growth

Moderately High risk

1.9%1.0%₹2264.44 Cr18.5%
Mahindra Manulife Balanced Advantage Fund Regular Growth

Very High Risk

2.3%1.0%₹738.59 Cr26.1%
Mahindra Manulife Balanced Advantage Fund Direct Growth

Very High Risk

0.6%1.0%₹738.59 Cr28.3%
Mirae Asset Balanced Advantage Fund Direct Growth

High Risk

0.7%1.0%₹1655.04 Cr21.5%
Mirae Asset Balanced Advantage Fund Regular Growth

High Risk

2.1%1.0%₹1655.04 Cr19.8%

About the AMC

Total AUM

₹3,61,512 Cr

Address

One World Centre, Tower 1, 17th Floor, Mumbai, 400 013

Other Funds by Aditya Birla SL Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Aditya Birla Sun Life Fixed Maturity Plan-Series US (100 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Maturity Plan-Series UR (85 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Crisil IBX Gilt April 2033 Index Fund Direct Growth

Moderate Risk

0.2%0.0%₹83.50 Cr-
Aditya Birla Sun Life Fixed Maturity Plan-Series UQ (92 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Transportation and Logistics Fund Direct Growth

Very High Risk

0.5%1.0%₹1503.90 Cr-
Aditya Birla Sun Life US Treasury 1-3 year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹82.94 Cr-
Aditya Birla Sun Life US Treasury 3-10 Year Bond ETFs Fund of Funds Direct Growth

Very High Risk

0.2%0.0%₹242.04 Cr-
Aditya Birla Sun Life Fixed Term Plan - Series SY (1259 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan Series SP Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TV (1169 Days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SC(1170 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SM Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TN Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series TL (1839 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RM (91 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SE(1163 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TM (1842 days) Direct Growth

Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series TP (1923 Days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TK (1833 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RG(1283 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SD(1168 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TO (1214 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TE (1095 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TF (1098 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan SeriesSH (1146 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Interval Income Fund Quarterly Series I Direct Growth

Low to Moderate Risk

-0.0%₹51.85 Cr7.5%
Aditya BSL Fixed Term Plan Series RZ(1187 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series SB(1174 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TC (1119 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UB (1224 Days) Direct Growth

Low to Moderate Risk

-0.0%-7.5%
Aditya Birla Sun Life Fixed Term Plan - Series TJ (1838 days) Direct Growth

Low to Moderate Risk

-0.0%₹24.24 Cr7.7%
Aditya Birla Sun Life Fixed Term Plan Series TI (1837 days) Direct Growth

Low to Moderate Risk

-0.0%₹294.70 Cr7.7%
Aditya Birla Sun Life Fixed Term Plan - Series TG (1099 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TW (167 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UC (95 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan Series UF (180 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RT (1223 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series SX Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan - Series TD (1100 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series TQ (1879 days) Direct Growth

Low to Moderate Risk

-0.0%₹204.41 Cr7.7%
Aditya Birla Sun Life Fixed Term Plan Series TH (1098 days) Direct Growth

Moderate Risk

-0.0%--
Aditya BSL Fixed Term Plan Series RS (1232 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TU (1789 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UD (79 days) Direct Growth

Low to Moderate Risk

----
Aditya Birla Sun Life Fixed Term Plan - Series UJ (1110 days) Direct Growth

Low to Moderate Risk

-0.0%-7.5%
Aditya Birla Sun Life Fixed Term Plan - Series UA (1231 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series SW Direct Growth

Low to Moderate Risk

----
Aditya BSL Fixed Term Plan Series QZ(1100 days) Direct Growth

Low to Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series UE (1275 days) Direct Growth

Moderate Risk

-0.0%--
Aditya Birla Sun Life Fixed Term Plan Series TB (1125 days) Direct Growth

Moderate Risk

-0.0%--

Risk Level

Your principal amount will be at Very High Risk

Very High Risk
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The NAV of Aditya Birla Sun Life Balanced Advantage Fund Regular Growth, as of 25-Jul-2024, is ₹99.61.
The fund has generated 21.65% over the last 1 year and 12.10% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 58.90% in equities, 19.51% in bonds, and 21.26% in cash and cash equivalents.
The fund managers responsible for Aditya Birla Sun Life Balanced Advantage Fund Regular Growth are:-
  1. Lovelish Solanki
  2. Mohit Sharma
  3. Vishal Gajwani