Aditya Birla Sun Life Balanced Advantage Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Dynamic Asset Allocation
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 3005.01
Expense Ratio
0.98%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 249270
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
23 Dec 1994
Sponsor
NA
Email
connect@birlasunlife.com
Phone
022 - 43568000
Address
One India Bulls Centre , Tower 1,,17th Floor, Jupiter Mill Compound,,841, Senapati Bapat Marg,,Elphinstone Road,, Mumbai - 400 013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if units in excess of 15% are redeemed or switched-out within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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)
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,015
Portfolio Value
₹15
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.