Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Hybrid: Dynamic Asset Allocation
Launch Date: 25-04-2000
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 50+50 Moderate Index
TER: 1.82% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 6,988.24 Cr As on 28-02-2025(Source:AMFI)
Turn over: 237% | Exit Load: Exit load of 0.25%, if redeemed within 7 days.

100.24

9.68%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 2 Months
16 Years 1 Months
17 Years 4 Months
24 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 7.4
Sharpe Ratio 0.49
Alpha 1.14
Beta 0.94
Yield to Maturity 7.41
Average Maturity 3.73

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 10.24 16.63 11.73 16.95 10.65
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth 01-02-2014 12.57 16.91 10.92 13.22 8.7
Axis Balanced Advantage Fund - Regular Plan - Growth 07-08-2017 11.22 20.22 12.96 14.31 -
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 10-02-2023 10.87 17.85 - - -
UTI - Unit Linked Insurance Plan 01-10-1971 10.58 12.74 7.77 12.38 7.69
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth 27-02-2024 9.97 - - - -
LIC MF Balanced Advantage Fund-Regular Plan-Growth 05-11-2021 9.36 13.82 9.82 - -
UTI Balanced Advantage Fund - Regular Plan - Growth Option 10-08-2023 9.24 - - - -
Franklin India Balanced Advantage Fund- Growth 06-09-2022 8.75 17.39 - - -
HDFC Balanced Advantage Fund - Growth Plan 01-02-1994 8.6 24.15 19.85 27.0 13.62

Scheme Characteristics

Investment in equity/ debt that is managed dynamically.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.32%

Others

24.06%

Large Cap

48.66%

Mid Cap

15.42%

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