Aditya Birla Sun Life Balanced Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹10,125 Cr

Lock In Period

N/A

Expense Ratio

1.96

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(%)
1M-1.67-0.651.08
6M6.042.9712.04
1Y5.834.7025.12
3Y10.5014.3245.20

Portfolio Analysis

  • Equity: 76.81%
  • Debt: 20.29%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd.4.16%
2. HDFC Bank Ltd.2.83%
3. Kotak Mahindra Bank Ltd.2.78%
4. Axis Bank Ltd.1.69%
5. The Federal Bank Ltd.1.44%
6. AU Small Finance Bank Ltd.0.72%
7. IndusInd Bank Ltd.0.00%

1. Tech Mahindra Ltd.1.76%
2. Infosys Ltd.1.70%
3. HCL Technologies Ltd.1.12%
4. Persistent Systems Ltd.1.04%
5. Hexaware Technologies Ltd.0.74%

1. Ajanta Pharma Ltd.1.09%
2. Sai Life Sciences Ltd.0.74%
3. Sanofi India Ltd.0.43%
4. IPCA Laboratories Ltd.0.38%
5. Anthem Biosciences Ltd.0.35%
6. Sun Pharmaceutical Industries Ltd.0.19%
7. Biocon Ltd.0.11%

1. Nexus Select Trust1.32%
2. Brookfield India Real Estate Trust0.89%
3. Embassy Office Parks Reit0.70%

1. State Bank of India2.08%
2. Bank of Maharashtra0.34%
3. Bank of Baroda0.00%

1. Reliance Industries Ltd.2.22%
2. Indian Oil Corporation Ltd.0.08%
3. Bharat Petroleum Corporation Ltd.0.01%

1. Sona Blw Precision Forgings Ltd.1.51%
2. Bharat Forge Ltd.0.69%

1. Bharti Airtel Ltd.1.26%
2. Vodafone Idea Ltd.0.75%

1. Godrej Consumer Products Ltd.1.19%
2. Gillette India Ltd.0.64%

1. United Spirits Ltd.0.95%
2. United Breweries Ltd.0.60%

1. Adani Enterprises Ltd.1.54%

1. Computer Age Management Services Ltd.0.60%
2. 360 ONE WAM Ltd.0.59%
3. TATA Capital Ltd.0.35%

1. Sumitomo Chemical India Ltd.0.57%
2. UPL Ltd.0.53%
3. PI Industries Ltd.0.44%

1. ICICI Lombard General Insurance Company Ltd.0.77%
2. GO Digit General Insurance Ltd.0.73%

1. Eternal Ltd.0.75%
2. Meesho Ltd.0.72%

1. Bajaj Finserv Ltd.1.43%

1. Travel Food Services Ltd.0.74%
2. Jubilant Foodworks Ltd.0.62%

1. Ultratech Cement Ltd.0.62%
2. Ambuja Cements Ltd.0.37%
3. ACC Ltd.0.30%
4. Grasim Industries Ltd.0.01%

1. Hindalco Industries Ltd.1.20%

1. Blue Star Ltd.1.19%

1. GMR Airports Ltd.1.16%

1. Samvardhana Motherson International Ltd.1.14%

1. Larsen & Toubro Ltd.1.01%

1. Avenue Supermarts Ltd.0.56%
2. Vishal Mega Mart Ltd.0.45%
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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 ₹10,125 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 1.96. 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
LIC MF Aggressive Hybrid Fund Growth1540 CR2.66
HDFC Balanced Advantage Fund - Growth4107,295 CR1.29
Aditya Birla Sun Life Balanced Advantage Fund Growth410,125 CR1.96
Quant Dynamic Asset Allocation Fund Growth0852 CR3.01
Fund Name1Y3Y
This FundLIC MF Aggressive Hybrid Fund Growth3.194733.8339
This FundHDFC Balanced Advantage Fund - Growth0.2734.8598
This FundAditya Birla Sun Life Balanced Advantage Fund Growth5.83534.9415
This FundQuant Dynamic Asset Allocation Fund Growth-1.12838.9262

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 1.96. 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 : -1.67%
  • 6 Months : 6.04%
  • 1 Year : 5.83%
  • 3 Years : 10.50%
Returns of Aditya Birla Sun Life Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 113 as on Sep 10,2026. Since inception, the return has been 34.94%.

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 ₹10,125 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.