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 | 0.89% |
| Min subscription | ₹ 100 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,905 |
| 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 | 14.17% | |
| 500 | 500 | 11.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 11.15% | |
| 1000 | 1000 | 10.21% | |
| 1000 | 1000 | 14.42% | |
| 1000 | 1000 | 14.87% | |
| 1000 | 1000 | 12.37% |
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(%)
| Asset | Percent |
|---|---|
| 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.
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
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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