Aditya Birla Sun Life Balanced Advantage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Aditya Birla Sun Life Balanced Advantage Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹9,836 Cr
N/A
1.95
In respect of each purchase / switch-in of Units:For redemption/switch out of units on or before 7 days from the date of allotment: 0.25% of applicable NAV.For redemption/switch out of units a er 7 days from the date of allotment: Nil.
CRISIL Hybrid 50 + 50 - Moderate Index
Aditya Birla Sun Life Balanced Advantage Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.24 | -0.15 | 1.54 |
| 6M | 1.56 | 1.75 | 8.19 |
| 1Y | 1.07 | 3.22 | 25.12 |
| 3Y | 10.38 | 12.67 | 43.62 |
Portfolio Analysis
- Equity: 78.91%
- Debt: 18.24%
- Others
About Fund Aditya Birla Sun Life Balanced Advantage Fund Growth
Aditya Birla Sun Life Balanced Advantage Fund Growth managed by Aditya Birla Sun Life Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹9,836 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 1.95. Under the expert guidance of Mohit Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Mohit Sharma
Mr. Mohit Sharma holds PGDCM - IIM Calcutta, B Tech - IIT Madras He has around 10 years of experience of which 7 years are in financial markets. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Axis Balanced Advantage Fund Growth | 4 | 3,651 CR | 2.15 |
| Baroda BNP Paribas Balanced Advantage Fund Growth | 5 | 5,162 CR | 2.05 |
| Aditya Birla Sun Life Balanced Advantage Fund Growth | 4 | 9,836 CR | 1.95 |
| Quant Dynamic Asset Allocation Fund Growth | 0 | 810 CR | 3.04 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis Balanced Advantage Fund Growth | -2.5581 | 33.7803 |
| This FundBaroda BNP Paribas Balanced Advantage Fund Growth | -1.741 | 33.9748 |
| This FundAditya Birla Sun Life Balanced Advantage Fund Growth | 1.073 | 34.468 |
| This FundQuant Dynamic Asset Allocation Fund Growth | -7.1446 | 37.4486 |
Aditya Birla Sun Life Balanced Advantage Fund Growth FAQs
- 1 Month : -0.24%
- 6 Months : 1.56%
- 1 Year : 1.07%
- 3 Years : 10.38%
