Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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Category: Hybrid: Dynamic Asset Allocation
Launch Date: 25-04-2000
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 50+50 Moderate Index
Expense Ratio: 1.8% As on (30-12-2024)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 730.52 Cr As on (31-12-2024)
Turn over: 237

NAV as on 14-01-2025

98.83 0.42 (0.425%)

CAGR Since Inception

9.7%

CRISIL Hybrid 50+50 Moderate Index 11.66%

PERFORMANCE of Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 14-01-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	10.76	9.9	11.86	10.41	9.7
Benchmark	-	-	-	-	-
Hybrid: Dynamic Asset Allocation	8.9	9.72	11.42	9.43	10.53

Yearly Performance (%)

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Fund Managers

Lovelish Solanki, Mohit Sharma, Vishal Gajwani

Investment Objective

The Scheme seeks 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.

RETURNS CALCULATOR for Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	6.2	0.55	2.08	0.91	7.41	3.73
Hybrid: Dynamic Asset Allocation	-	-	-	-	-	-

PEER COMPARISION of Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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Period

Data as on - 14-01-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	25-04-2000	10.76	14.11	9.9	11.86	10.41
Axis Balanced Advantage Fund - Regular Plan - Growth	07-08-2017	14.33	18.02	10.82	11.71	0.0
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	10-02-2023	13.16	0.0	0.0	0.0	0.0
Quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan	19-04-2023	12.91	0.0	0.0	0.0	0.0
HDFC Balanced Advantage Fund - Growth Plan	01-02-1994	12.44	22.23	19.31	18.95	13.36
Invesco India Balanced Advantage Fund - Growth	04-10-2007	11.56	16.43	10.91	11.31	9.7
Franklin India Balanced Advantage Fund- Growth	06-09-2022	11.52	15.86	0.0	0.0	0.0
Kotak Balanced Advantage Fund -Regular Plan - Growth Option	05-07-2018	11.11	13.68	9.84	11.37	0.0
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	01-02-2014	10.91	14.2	8.91	9.8	8.62
BANDHAN Balanced Advantage Fund Regular Plan Growth	05-10-2014	10.69	13.47	7.6	10.12	8.31

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Asset Allocation (%)