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 ₹90.93.
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
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