Aditya Birla Sun Life Balanced Advantage Fund - Idcw Reinvestment

Hybrid Generate Income and create wealth
Balanced Advantage
Category Rank
Aditya Birla Sun Life Balanced Advantage Fund - Idcw Reinvestment
Rating
Fund
Time to Invest
Aditya Birla Sun Life Balanced Advantage Fund - Idcw Reinvestment
NAV
23.3
(23/07/2021)
L 52Wk H
18.49
23.30
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Aditya Birla Sun Life Balanced Advantage Fund - Idcw Reinvestment

Hybrid
Balanced Advantage
Generate Income and create wealth
Rank Aditya Birla Sun Life Balanced Advantage Fund - Idcw Reinvestment
Fund
NAV
23.3
(23/07/2021)
Time to Invest
Aditya Birla Sun Life Balanced Advantage Fund - Idcw Reinvestment
Rating
L 52Wk H
18.49
23.30
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
  • CRISIL Hybrid 50+50 - Moderate Index
Returns
Absolute
1M
1.97%
3M
8.26%
6M
9.41%
Annualised
1Y
28.37%
3Y
11.37%
5Y
10.26%
Historical NAV
NAV for scheme Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW 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 - Idcw Reinvestment

AUM

3969.30 Cr
Aditya Birla Sun Life Balanced Advantage Fund - Idcw Reinvestment AUM is 56% 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

1.96%
Aditya Birla Sun Life Balanced Advantage Fund - Idcw Reinvestment Expense Ratio is 61% lower than other schemes in the category

Turnover Ratio

295.00%
Aditya Birla Sun Life Balanced Advantage Fund - Idcw Reinvestment Turnover Ratio is 49% higher than other schemes in the category