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 TRI |
| TER: 1.79% As on (30-06-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 7,459.71 Cr As on 31-07-2024(Source:AMFI) |
| Turn over: 237% | Exit Load: Exit load of 0.25%, if redeemed within 7 days. |
99.61
0.02 (0.0201%)
9.91%
Benchmark: 11.72%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 6.6 |
| Sharpe Ratio | 0.86 |
| Alpha | 1.84 |
| Beta | 0.83 |
| Yield to Maturity | 7.66 |
| Average Maturity | 4.17 |
PEER COMPARISON
Scheme Characteristics
Investment in equity/ debt that is managed dynamically.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.13%
Others
27.27%
Large Cap
56.73%
Mid Cap
11.42%
