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Mirae Asset Balanced Advantage Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Mirae Asset Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹99 & Lump. ₹5000

AUM (Fund size)

₹2,129 Cr

Lock In Period

N/A

Expense Ratio

2.26

Exit Load

15% of the units allotted (including Switch-in/STP-in) on or before completion of 180 days from the date of allotment of units: Nil.Any redemption in excess of such limits in the first 180 days from the date of allotment shall be subject to the following exit load: (Redemption of units would be done on First In First Out Basis (FIFO):-If redeemed within 6 months (180 days) from the date of allotment: 1% -If redeemed after 6 months (180 days) from the date of allotment: NIL

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

Mirae Asset Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.330.60126.76
6M2.022.70126.76
1Y4.285.24126.76
3Y9.4212.65126.76

Portfolio Analysis

  • Equity: 68.55%
  • Debt: 31.43%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd.5.24%
2. ICICI Bank Ltd.3.63%
3. Axis Bank Ltd.1.58%
4. Kotak Mahindra Bank Ltd.0.84%
5. IndusInd Bank Ltd.0.58%
6. The Federal Bank Ltd.0.34%

1. Sun Pharmaceutical Industries Ltd.1.06%
2. Laurus Labs Ltd.0.94%
3. Divi's Laboratories Ltd.0.60%
4. Aurobindo Pharma Ltd.0.59%
5. Glenmark Pharmaceuticals Ltd.0.57%
6. Onesource Specialty Pharma Ltd.0.51%
7. Sai Life Sciences Ltd.0.44%
8. Eris Lifesciences Ltd.0.34%
9. JB Chemicals & Pharmaceuticals Ltd.0.33%
10. Cipla Ltd.0.22%

1. Reliance Industries Ltd.2.84%
2. Bharat Petroleum Corporation Ltd.0.55%

1. State Bank of India2.80%
2. Canara Bank0.29%
3. Bank of Baroda0.09%
4. Punjab National Bank0.05%

1. Bharti Airtel Ltd.2.95%

1. Mahindra & Mahindra Ltd.1.68%
2. Maruti Suzuki India Ltd.1.12%

1. Infosys Ltd.0.77%
2. Tata Consultancy Services Ltd.0.75%
3. Pine Labs Ltd.0.48%
4. Mphasis Ltd.0.25%
5. Zensar Technologies Ltd.0.24%
6. LTM Ltd.0.18%

1. Shriram Finance Ltd.1.30%
2. Bajaj Finance Ltd.1.00%

1. NTPC Ltd.1.44%
2. JSW Energy Ltd.0.48%
3. Tata Power Company Ltd.0.09%
4. Vedanta Power Ltd.0.04%
5. NHPC Ltd.0.03%

1. Tata Steel Ltd.1.45%
2. JSW Steel Ltd.0.51%

1. Larsen & Toubro Ltd.1.78%

1. Eicher Motors Ltd.0.98%
2. TVS Motor Company Ltd.0.79%

1. SBI Life Insurance Co. Ltd.1.43%
2. HDFC Life Insurance Company Ltd.0.18%

1. Krishna Institute of Medical Sciences Ltd.0.97%
2. Dr. Lal Path labs Ltd.0.33%
3. Max Healthcare Institute Ltd.0.29%

1. Hindalco Industries Ltd.0.81%
2. Vedanta Aluminium Metal Ltd.0.66%
3. National Aluminium Company Ltd.0.04%

1. Ambuja Cements Ltd.0.83%
2. JK Cement Ltd.0.33%
3. Ultratech Cement Ltd.0.26%
4. Dalmia Bharat Ltd.0.07%

1. Avenue Supermarts Ltd.0.86%
2. Vishal Mega Mart Ltd.0.32%

1. Titan Company Ltd.0.89%
2. Kalyan Jewellers India Ltd.0.25%

1. Adani Ports and Special Economic Zone Ltd.0.95%
2. JSW Infrastructure Ltd.0.11%

About Fund Mirae Asset Balanced Advantage Fund Growth

Mirae Asset Balanced Advantage Fund Growth managed by Mirae Asset Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹2,129 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.26. Under the expert guidance of Harshad Borawake ,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

Harshad Borawake

Mr. Harshad Borawake is MBA(Finance) & B.E.(Polymers) Prior to joining Mirae Asset Mutual Fund, he has worked with Motilal Oswal Securities Ltd. as Vice President and Capmetrics & Risk Solutions Private Ltd. as Research Analyst - Equity.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Retirement Benefit Fund - Aggressive Plan Growth03,113 CR2.02
NJ Balanced Advantage Fund Growth13,393 CR2.56
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth01,615 CR2.13
Franklin India Balanced Advantage Fund Growth22,819 CR2.11
Mirae Asset Balanced Advantage Fund Growth32,128 CR2.26
Fund Name1Y3Y
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth1.714127.7203
This FundNJ Balanced Advantage Fund Growth1.692428.3194
This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth4.155630.1624
This FundFranklin India Balanced Advantage Fund Growth0.71330.9562
This FundMirae Asset Balanced Advantage Fund Growth4.280231.0059

Mirae Asset Balanced Advantage Fund Growth FAQs

Mirae Asset 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 Mirae Asset Balanced Advantage Fund Growth is 2.26. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Mirae Asset Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 1.33%
  • 6 Months : 2.02%
  • 1 Year : 4.28%
  • 3 Years : 9.42%
Returns of Mirae Asset Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 14.830 as on Aug 03,2026. Since inception, the return has been 31.01%.

You can invest in Mirae Asset 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 Mirae Asset Balanced Advantage Fund Growth is ₹2,129 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Mirae Asset 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.