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

Category: Hybrid: Dynamic Asset Allocation
Launch Date: 25-04-2000
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 50+50 Moderate Index
Expense Ratio: 1.81% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 732.14 Cr As on (31-03-2025)
Turn over: 237
NAV (₹): 103.25
₹ 0.11 ( 0.1065%)
as on 29-04-2025
CAGR Since Inception - 9.78%
CRISIL Hybrid 50+50 Moderate Index - 11.41%

Fund Managers

Lovelish Solanki, Mohit Sharma, Vishal Gajwani


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.

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

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 10.93 12.84 15.98 11.09 9.78
Benchmark - - - - -
Hybrid: Dynamic Asset Allocation 6.37 11.56 14.15 9.58 10.11

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

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 6.2 0.51 1.72 0.97 7.41 3.73
Hybrid: Dynamic Asset Allocation - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
ABSL Balanced Advtg Reg Gr 25-04-2000 10.93 16.01 12.84 15.98 11.09
UTI Unit Linked Insurance 01-10-1971 13.24 12.57 8.87 12.44 8.1
Axis Balanced Advantage Reg Gr 07-08-2017 13.12 19.3 14.2 14.21 0.0
WhiteOak Capital Balanced Advantage Fund Reg Gr 10-02-2023 12.0 16.88 0.0 0.0 0.0
DSP Dynamic Asset Allocation Reg Gr 01-02-2014 11.79 15.64 11.64 12.14 8.89
UTI Balanced Advantage Fund Reg Gr 10-08-2023 10.21 0.0 0.0 0.0 0.0
Kotak Balanced Advtg Reg Gr 05-07-2018 10.11 14.24 11.85 14.89 0.0
LIC MF Balanced Advantage Fund Reg Gr 05-11-2021 9.98 12.54 10.59 0.0 0.0
Parag Parikh Dynamic Asset Allocation Reg Gr 27-02-2024 9.98 0.0 0.0 0.0 0.0
ICICI Pru Balanced Advtg Gr 01-12-2006 9.95 15.51 12.97 16.89 11.04

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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