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Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan

The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.

Suitability

This product is suitable for investors who are seeking

• capital appreciation and regular income in the long term

• investment in equity and equity related securities as well as fixed income securities (Debt & Money Market Securities)

Fund Info

Scheme Class	Hybrid
Scheme Category	Dynamic Asset Allocation
Expense Ratio	0.57%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 6,708
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 100

Benchmark Type

Crisil Balanced Fund Index

Exit Load

Exit load of 0.25%, if redeemed between (0-7) days. No Exit load, if redeemed after 7 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Balanced Advantage Fund - Direct Plan	1000	1000	33.7%
SBI Dynamic Asset Allocation Fund - Direct Plan	1000	1000	13.65%

Top 10 Holdings

Company	Holding Type	Asset(%)
Cash Offset For Derivatives	Cash - Future Offset	13
Reliance Industries Ltd	Equity	6
ICICI Bank Ltd	Equity	5
Nifty_(29/12/2022)	Equity Index - Future	4
HDFC Bank Ltd	Equity	4
Future on Reliance Elec Co New	Equity - Future	3
Infosys Ltd	Equity	3
Reverse Repo	Cash - Repurchase Agreement	3
State Bank of India	Equity	3
Axis Bank Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	69
Bond - Corporate Bond	17
Cash - Future Offset	13
Equity - Future	9
Mutual Fund - Open End	6

Sector Allocation(%)

Sector	Percent
Financial Services	24
Bond - Corporate Bond	17
Cash - Future Offset	13
Equity - Future	9
Energy	8

Fund Manager

Lovelish Solanki

3+ years of experience

Mohit Sharma

5+ years of experience

Vishal Gajwani

0+ years of experience

Birla Sun Life Mutual Fund

AUM₹2,49,270 Cr

About

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.##They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.##Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

care.mutualfunds@adityabirlacapital.com

Phone

1800 22 7000

Address

Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m