Aditya Birla Sun Life Balanced Advantage Fund - Growth Option

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Aditya Birla Sun Life Balanced Advantage Fund - Growth Option
Rating
Fund
Time to Invest
Aditya Birla Sun Life Balanced Advantage Fund - Growth Option
NAV
50.12
(20/02/2019)
L 52Wk H
49.31
51.88

Aditya Birla Sun Life Balanced Advantage Fund - Growth Option

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Aditya Birla Sun Life Balanced Advantage Fund - Growth Option
Fund
NAV
50.12
(20/02/2019)
Time to Invest
Aditya Birla Sun Life Balanced Advantage Fund - Growth Option
Rating
L 52Wk H
49.31
51.88
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
-2.28%
3M
-1.24%
6M
-2.87%
1Y
-0.24%
3Y
12.68%
5Y
12.14%
Historical NAV
NAV for scheme Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth 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 - Growth Option

AUM

2893.86 Cr
Aditya Birla Sun Life Balanced Advantage Fund - Growth Option AUM is 76% 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 - Growth Option Expense Ratio is 57% lower than other schemes in the category

Turnover Ratio

456.00%
Aditya Birla Sun Life Balanced Advantage Fund - Growth Option Turnover Ratio is 97% higher than other schemes in the category