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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	0.99%
Min subscription	₹ 100

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 2,414
AMC AUM (in Crs.)	₹ 2,49,270
Min Addition Subscription	₹ 100

Benchmark Type

Crisil Balanced Fund Index

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Balanced Advantage Fund - Direct Plan	1000	1000	0.48%
SBI Dynamic Asset Allocation Fund - Direct Plan	1000	1000	3.91%

Top 10 Holdings

Company	Holding Type	Asset(%)
Clearing Corporation Of India Limited	Cash - Collateral	7
HDFC Bank Ltd	Equity	6
ICICI Bank Ltd	Equity	5
Reliance Industries Ltd	Equity	5
Infosys Ltd	Equity	4
Housing Development Finance Corp Ltd	Equity	4
Bharti Airtel Ltd	Equity	3
Margin (Future And Options)	Cash - Collateral	3
HDB Financial Services Limited	Bond - Corporate Bond	3
Kotak Mahindra Bank Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	74
Bond - Corporate Bond	15
Cash - Collateral	10
Cash	1
Mutual Fund - ETF	1

Sector Allocation(%)

Sector	Percent
Financial Services	24
Bond - Corporate Bond	15
Cash - Collateral	10
Consumer Defensive	9
Technology	9

Fund Manager

Vineet Maloo

5+ years of experience

Lovelish Solanki

0+ years of experience

Mohit Sharma

3+ 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.

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

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m