- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Balanced Advantage Fund (G)
Aditya Birla Sun Life Balanced Advantage Fund (G)
₹ 103.26
NAV (Oct 15)
Dynamic Asset Allocation Or Balanced Advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 103.26
NAV (Oct 15)
Fund Returns
Last 1Y | 23.5% |
Last 3Y | 11.5% |
Last 5Y | 14.1% |
Last 10Y | 11.3% |
Since Inception | 10% |
6 Month CAGR | 11.9% |
Scheme Information
The Scheme seeks 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.
Expense Ratio | 1.78 |
Launched (0y ago) | 1.78 |
AUM in Crores | 7701.2 |
ISIN | INF084M01AB8 |
Lock-in | - |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 6.6 |
Beta | 0.5 |
Sharpe Ratio | 1 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund (G) | 10,39,782 | 3,07,170 | 14.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
22.3%HDFC Bank Ltd.
5.4%Reliance Industries Ltd.
4.8%ICICI Bank Ltd.
4.3%Infosys Ltd.
3.8%Allocation by Sector
Financial
11.2%Technology
6.1%Automobile
4.8%Energy
4.7%Consumer Staples
4.5%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.3% | 7.4% | ||
5.4% | 5.3% | ||
6.4% | 7.4% | ||
6.4% | 8% | ||
5.8% | 7.2% |
Aditya Birla Sun Life Balanced Advantage Fund (G) Review
Aditya Birla Sun Life Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 9.998% over a period of 24 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Mohit Sharma, Vishal Gajwani.
Nav of Aditya Birla Sun Life Balanced Advantage Fund (G) as of 10/15/2024 is ₹103.26 with the total AUM as of 10/16/2024 is ₹7701.221854. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Balanced Advantage Fund (G) was launched on 2000-04-25. The category risk of the fund is Average.
The minimum SIP amount for Aditya Birla Sun Life Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Aditya Birla Sun Life Balanced Advantage Fund (G)?
How to invest in Aditya Birla Sun Life Balanced Advantage Fund (G)?
You can invest in Aditya Birla Sun Life Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Balanced Advantage Fund (G)?
The minimum sip amount for Aditya Birla Sun Life Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Balanced Advantage Fund (G)?
The expense ratio of the Aditya Birla Sun Life Balanced Advantage Fund (G) is 1.78% for regular plan.
What is the NAV of Aditya Birla Sun Life Balanced Advantage Fund (G)?
Today's Aditya Birla Sun Life Balanced Advantage Fund (G) NAV is ₹103.26.