Aditya Birla Sun Life Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 23.13 | 12.93 | 12.72 | 11.64 |
Average Rolling Returns(%) | 13.41 | 12.48 | 11.38 | 12.07 |
The Current NAV of Aditya Birla Sun Life Balanced Advantage Fund - Growth - Direct Plan is ₹102.06.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Aditya Birla Sun Life Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.69%
The process for redemption is
The AUM of Aditya Birla Sun Life Balanced Advantage Fund - Growth - Direct Plan is currently ₹7,062 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 29% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Balanced Advantage Fund - Growth - Direct Plan fund are Others, BFSI and Construction & Infrastructure accounting for 58% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.
Mohit Sharma and Vishal Gajwani manage the Aditya Birla Sun Life Balanced Advantage Fund - Growth - Direct Plan Fund.
Aditya Birla Sun Life Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 36.90 and PB ratio is 5.50
The asset allocation of Aditya Birla Sun Life Balanced Advantage Fund - Growth - Direct Plan is Stocks : 69.71%, Debt : 28.32% and Gold : 1.91%
The minimum SIP amount for Aditya Birla Sun Life Balanced Advantage Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Aditya Birla Sun Life Balanced Advantage Fund - Growth - Direct Plan is 0.25% on or before 7 days, Nil after 7 days