Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment
Rating
Fund
Time to Invest
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment
NAV
20.52
(16/04/2019)
L 52Wk H
49.24
53.07

Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment
Fund
NAV
20.52
(16/04/2019)
Time to Invest
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment
Rating
L 52Wk H
49.24
53.07
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
1.75%
3M
3.54%
6M
5.35%
1Y
4.43%
3Y
11.02%
5Y
11.93%
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 Reinvestment

AUM

2904.91 Cr
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment AUM is 74% 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
Lock In Period - NIL

Expense Ratio

2.02%
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment Expense Ratio is 58% lower than other schemes in the category

Turnover Ratio

425.00%
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment Turnover Ratio is 105% higher than other schemes in the category