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 | -3.04 | -1.39 | 1.08 |
| 6M | -0.90 | 0.85 | 7.16 |
| 1Y | 0.48 | 2.85 | 25.12 |
| 3Y | 9.68 | 12.51 | 39.84 |
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 |
|---|---|---|---|
| Baroda BNP Paribas Balanced Advantage Fund Growth | 5 | 5,162 CR | 2.05 |
| BNP Paribas Dynamic Equity Fund Growth | 0 | 422 CR | 2.33 |
| 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 FundBaroda BNP Paribas Balanced Advantage Fund Growth | -2.2994 | 30.952 |
| This FundBNP Paribas Dynamic Equity Fund Growth | 4.3416 | 31.5048 |
| This FundAditya Birla Sun Life Balanced Advantage Fund Growth | 0.4788 | 31.9468 |
| This FundQuant Dynamic Asset Allocation Fund Growth | -7.1738 | 33.8213 |
Aditya Birla Sun Life Balanced Advantage Fund Growth FAQs
- 1 Month : -3.04%
- 6 Months : -0.90%
- 1 Year : 0.48%
- 3 Years : 9.68%
