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Aditya Birla Sun Life Balanced Advantage Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹9,490 Cr

Lock In Period

N/A

Expense Ratio

2

Exit Load

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 aer 7 days from the date of allotment: Nil.

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

Aditya Birla Sun Life Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.220.532.67
6M4.112.6113.26
1Y6.215.0125.12
3Y11.2214.4946.37

Portfolio Analysis

  • Equity: 73.98%
  • Debt: 20.12%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited4.33%
2. HDFC Bank Limited3.12%
3. Kotak Mahindra Bank Limited2.73%
4. Axis Bank Limited1.94%
5. The Federal Bank Limited1.36%
6. AU Small Finance Bank Limited0.73%
7. Yes Bank Limited0.06%
8. IndusInd Bank Limited0.03%

1. Infosys Limited1.55%
2. Tech Mahindra Limited1.54%
3. HCL Technologies Limited0.92%
4. Persistent Systems Limited0.84%
5. Hexaware Technologies limited0.70%

1. Ajanta Pharmaceuticals Limited1.11%
2. SAI Life Sciences Ltd0.72%
3. IPCA Laboratories Limited0.50%
4. Sanofi India Limited0.35%
5. ANTHEM BIOSCIENCES LIMITED0.35%
6. Sun Pharmaceutical Industries Limited0.28%
7. Mankind Pharma Ltd0.04%
8. Cipla Limited0.03%
9. Glenmark Pharmaceuticals Limited0.02%
10. Torrent Pharmaceuticals Limited0.02%
11. Alkem Laboratories Limited0.00%

1. State Bank of India2.15%
2. Bank of Maharashtra0.40%
3. Bank of Baroda0.00%

1. Reliance Industries Limited2.33%
2. Indian Oil Corporation Limited0.09%
3. Bharat Petroleum Corporation Limited0.01%
4. Hindustan Petroleum Corporation Limited0.00%

1. Bharti Airtel Limited1.34%
2. Vodafone Idea Limited0.86%

1. Sona BLW Precision Forgings Limited1.33%
2. Bharat Forge Limited0.70%

1. Godrej Consumer Products Limited1.16%
2. Gillette India Limited0.67%

1. Go Digit General Insurance Ltd0.96%
2. ICICI Lombard General Insurance Company Limited0.86%

1. Adani Enterprises Limited1.60%

1. Shriram Finance Ltd0.71%
2. Bajaj Finance Limited0.65%
3. L&T Finance Limited0.21%
4. Cholamandalam Investment and Finance Company Limited0.00%

1. United Spirits Limited0.96%
2. United Breweries Limited0.58%

1. MEESHO LTD0.79%
2. Eternal Limited0.68%

1. Travel Food Services Ltd0.78%
2. Jubilant Foodworks Limited0.61%

1. UltraTech Cement Limited0.62%
2. Ambuja Cements Limited0.38%
3. ACC Limited0.30%
4. Grasim Industries Limited0.07%

1. GMR Airport Ltd1.28%

1. Computer Age Management Services Limited0.62%
2. Tata Capital Limited0.37%
3. 360 ONE WAM Ltd0.27%
4. ANGEL ONE LIMITED0.00%

1. Hindalco Industries Limited1.22%

1. Blue Star Limited1.19%

1. Avenue Supermarts Limited0.65%
2. Vishal Mega Mart Ltd0.51%

1. Samvardhana Motherson International Limited1.16%

1. Adani Power Limited0.83%
2. NTPC Limited0.23%
3. JSW Energy Limited0.02%

1. Apollo Hospitals Enterprise Limited0.71%
2. Vijaya Diagnostic Centre Limited0.36%

1. Larsen & Toubro Limited1.05%

1. SRF Limited1.02%

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 ₹9,490 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2. 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 NameRatingsAUMExpense Ratio
DSP Dynamic Asset Allocation Fund Growth33,749 CR2.38
Nippon India Balanced Advantage Fund Growth49,796 CR1.99
Aditya Birla Sun Life Balanced Advantage Fund Growth49,489 CR2
ICICI Prudential Balanced Advantage Fund Growth572,486 CR1.57
HDFC Balanced Advantage Fund - Growth4106,456 CR1.29
Fund Name1Y3Y
This FundDSP Dynamic Asset Allocation Fund Growth4.309233.3936
This FundNippon India Balanced Advantage Fund Growth4.494935.1018
This FundAditya Birla Sun Life Balanced Advantage Fund Growth6.210737.5852
This FundICICI Prudential Balanced Advantage Fund Growth6.880739.7132
This FundHDFC Balanced Advantage Fund - Growth1.557143.7587

Aditya Birla Sun Life Balanced Advantage Fund Growth FAQs

Aditya Birla Sun Life Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Balanced Advantage Fund Growth is 2. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 2.22%
  • 6 Months : 4.11%
  • 1 Year : 6.21%
  • 3 Years : 11.22%
Returns of Aditya Birla Sun Life Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 113.31 as on Jul 31,2026. Since inception, the return has been 37.59%.

You can invest in Aditya Birla Sun Life Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Balanced Advantage Fund Growth is ₹9,490 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.