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 Type
Open-ended
Scheme Category
Dynamic Asset Allocation
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 2904.91
Expense Ratio
0.89%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 100
Min Addition Subscription
₹ 100
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Dynamic Asset Allocation |
| Benchmark Type | Crisil Balanced Fund Index |
| Scheme AUM (in Crs.) | ₹ 2904.91 |
| Expense Ratio | 0.89% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 249270 |
| Min Subscription | ₹ 100 |
| Min Addition Subscription | ₹ 100 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Cash Offset For Derivatives
Cash - Future Offset
18
HDFC Bank Ltd
Equity
8
ITC Ltd
Equity
5
Margin (Future And Options)
Cash - Collateral
5
Clearing Corporation Of India Limited
Cash - Collateral
5
Nifty_(25/04/2019)
Equity Index - Future
3
Itc_(25/04/2019)
Equity - Future
3
ICICI Bank Ltd
Equity
3
Infosys Ltd
Equity
3
Housing Development Finance Corp Ltd
Equity
3
Asset Allocation(%)
Equity
71
Cash - Future Offset
18
Equity - Future
15
Bond - Corporate Bond
14
Cash - Collateral
10
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
19
Cash - Future Offset
18
Equity - Future
15
Bond - Corporate Bond
14
Cash - Collateral
10
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.
Launch Date
23 Dec 1994
Sponsor
NA
Email
connect@birlasunlife.com
Phone
1800 22 7000
Address
One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013
Birla Sun Life Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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