Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured
Rating
Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured
Fund
Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured
Time to Invest
Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured
NAV
20.22
(12/12/2018)
L 52Wk H
19.85
22.20

Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured
Fund
Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured
NAV
20.22
(12/12/2018)
Time to Invest
Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured
Rating
Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured
L 52Wk H
19.85
22.20
Investment Objective

The primary objective of the Scheme is 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. .

Category
  • Hybrid - Balanced Advantage
Benchmark
  • S&P BSE SENSEX - TRI
  • CRISIL Hybrid 50+50 - Moderate Index
Returns
1M
-0.78%
3M
-1.46%
6M
-0.20%
1Y
-1.21%
3Y
11.58%
5Y
11.83%
Historical NAV
NAV for scheme Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Dividend Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured

AUM

3011.59 Cr
Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured AUM is 78% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 15% of units1% in excess of limit on or before 365D and Nil after 365D

Expense Ratio

2.03%
Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured Expense Ratio is 58% lower than other schemes in the category

Turnover Ratio

179.00%
Aditya Birla Sun Life Balanced Advantage Fund - Div Payout-insured Turnover Ratio is 23% lower than other schemes in the category