FAQ : Aditya Birla Sun Life Balanced Advantage Fund - Growth

Aditya Birla Sun Life Balanced Advantage Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 20.3 11.17 12.11 10.12
Average Rolling Returns(%) 12.13 11.72 10.57 10.28

The Current NAV of Aditya Birla Sun Life Balanced Advantage Fund - Growth is ₹90.39.

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 fund’s expense ratio is 1.81%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Aditya Birla Sun Life Balanced Advantage Fund - Growth is currently ₹7,036 Crores.

The Top three stocks are Reliance Industries, HDFC Bank and ICICI Bank and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 27% of fund’s portfolio respectively.

Top three sectors of Aditya Birla Sun Life Balanced Advantage Fund - Growth fund are Others, BFSI and Construction & Infrastructure accounting for 54% 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 Fund is Hybrid - Balanced Advantage.

Mohit Sharma and Vishal Gajwani manage the Aditya Birla Sun Life Balanced Advantage Fund - Growth Fund.

Aditya Birla Sun Life Balanced Advantage Fund - Growth current PE ratio is 37.78 and PB ratio is 5.60

The asset allocation of Aditya Birla Sun Life Balanced Advantage Fund - Growth is Stocks : 69.39%, Debt : 28.83% and Gold : 1.75%

The minimum SIP amount for Aditya Birla Sun Life Balanced Advantage Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Aditya Birla Sun Life Balanced Advantage Fund - Growth is 0.25% on or before 7 days, Nil after 7 days

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