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 |
| Benchmark Type | Crisil Balanced Fund Index |
| Expense Ratio | 1.08% |
| Min subscription | ₹ 100 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,630 |
| AMC AUM (in Crs.) | ₹ 2,49,270 |
| Min Addition Subscription | ₹ 100 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 9.58% | |
| 1000 | 1000 | 8.51% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Cash Offset For Derivatives | Cash - Future Offset | 14 |
| HDFC Bank Ltd | Equity | 7 |
| Margin (Future And Options) | Cash - Collateral | 6 |
| ITC Ltd | Equity | 4 |
| ICICI BANK LIMITED | Cash - CD Time Deposit | 4 |
| Clearing Corporation Of India Limited | Cash - Collateral | 4 |
| Housing Development Finance Corp Ltd | Equity | 3 |
| ICICI Bank Ltd | Equity | 3 |
| ICICI Bank Limited | Cash - CD Time Deposit | 3 |
| Infosys Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 69 |
| Cash - Future Offset | 14 |
| Equity - Future | 14 |
| Bond - Corporate Bond | 12 |
| Cash - Collateral | 9 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 17 |
| Equity - Future | 14 |
| Cash - Future Offset | 14 |
| Bond - Corporate Bond | 12 |
| Cash - Collateral | 9 |
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.
Email
connect@birlasunlife.com
Phone
1800 22 7000
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road, Mumbai - 400 093
Birla Sun Life Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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