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
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment
Fund
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment
Time to Invest
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment
NAV
20.3
(14/12/2018)
L 52Wk H
19.85
22.20

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
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment
NAV
20.3
(14/12/2018)
Time to Invest
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment
Rating
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment
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
0.91%
3M
-0.51%
6M
1.64%
1Y
0.69%
3Y
12.11%
5Y
12.56%
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

3011.59 Cr
Aditya Birla Sun Life Balanced Advantage Fund - Div Reinvestment 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
Lock In Period - NIL

Expense Ratio

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

Turnover Ratio

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