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  • Aditya Birla Sun Life Balanced Advantage Fund Growth

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹8,540 Cr

Lock In Period

N/A

Expense Ratio

1.77

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

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.

Summary

Latest details for Aditya Birla Sun Life Balanced Advantage Fund Growth include a ₹109.78 NAV as of May 08,2026 and returns since inception of 43.39%. Minimum investments start at SIP ₹100. The Aditya Birla Sun Life Balanced Advantage Fund Growth AUM is ₹8,540 Cr, with a lock-in of N/A years, expense ratio of 1.77%, and benchmark CRISIL Hybrid 50 + 50 - Moderate Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 5.29% returns, against a category average of 1.13% and a category best of 9.50%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.291.139.50
6M1.982.0113.26
1Y6.715.3425.12
3Y12.7613.5358.29

Portfolio Analysis

  • Equity: 69.33%
  • Debt: 24.42%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited3.92%
2. HDFC Bank Limited3.50%
3. Kotak Mahindra Bank Limited2.32%
4. Axis Bank Limited1.88%
5. The Federal Bank Limited1.17%
6. AU Small Finance Bank Limited0.64%
7. IndusInd Bank Limited0.00%

1. Infosys Limited2.10%
2. Tech Mahindra Limited1.69%
3. HCL Technologies Limited1.23%
4. Persistent Systems Limited0.86%
5. Hexaware Technologies limited0.55%
6. Tata Consultancy Services Limited0.41%

1. Ajanta Pharmaceuticals Limited0.95%
2. IPCA Laboratories Limited0.94%
3. SAI Life Sciences Ltd0.63%
4. Sun Pharmaceutical Industries Limited0.42%
5. ANTHEM BIOSCIENCES LIMITED0.33%
6. Sanofi India Limited0.31%

1. Reliance Industries Limited2.76%

1. State Bank of India2.20%
2. Bank of Maharashtra0.36%
3. Bank of Baroda0.00%

1. Bharti Airtel Limited1.41%
2. Vodafone Idea Limited0.58%

1. ICICI Lombard General Insurance Company Limited0.87%
2. Go Digit General Insurance Ltd0.82%

1. Godrej Consumer Products Limited1.23%
2. Gillette India Limited0.44%

1. Hindalco Industries Limited1.60%

1. Sona BLW Precision Forgings Limited1.12%
2. Bharat Forge Limited0.43%

1. United Spirits Limited0.84%
2. United Breweries Limited0.69%

1. Bajaj Finance Limited0.68%
2. Shriram Finance Ltd0.60%

1. Avenue Supermarts Limited0.65%
2. Vishal Mega Mart Ltd0.58%

1. MEESHO LTD0.66%
2. Eternal Limited0.54%

1. Travel Food Services Ltd0.73%
2. Jubilant Foodworks Limited0.47%

1. Blue Star Limited1.12%

1. Jindal Steel & Power Limited1.12%

1. Larsen & Toubro Limited1.09%

1. Mahindra & Mahindra Limited1.07%

1. Adani Enterprises Limited1.03%

1. Lenskart Solutions Ltd1.02%

About Fund

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 ₹8,540 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 1.77. 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
This FundLIC MF Aggressive Hybrid Fund Growth1470.35 CR2.66
This FundICICI Prudential Balanced Advantage Fund Growth566397.8 CR1.45
This FundAditya Birla Sun Life Balanced Advantage Fund Growth48539.88 CR1.77
This FundBaroda BNP Paribas Balanced Advantage Fund Growth34365.23 CR1.89
This FundHDFC Balanced Advantage Fund - Growth598457.75 CR1.36
Fund Name1Y3Y
This FundLIC MF Aggressive Hybrid Fund Growth5.159142.7789
This FundICICI Prudential Balanced Advantage Fund Growth7.017542.9156
This FundAditya Birla Sun Life Balanced Advantage Fund Growth6.7143.3876
This FundBaroda BNP Paribas Balanced Advantage Fund Growth10.538649.6833
This FundHDFC Balanced Advantage Fund - Growth3.949855.4359

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 1.77. 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 : 5.29%
  • 6 Months : 1.98%
  • 1 Year : 6.71%
  • 3 Years : 12.76%
Returns of Aditya Birla Sun Life Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 109.78 as on May 08,2026. Since inception, the return has been 43.39%.

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 ₹8,540 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.
Min Inv Amount: ₹500