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.
Exit Load0.25%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA
Rohit Karan
PGDM, IIM Ahmedabad, Bachelor of Technology, IIT Kanpur
Prior to joining the Aditya birla SL AMC, he was associated with Tara Capital Partners Private Ltd, ICICI Prudential AMC (Alternates), ARJ Securities, Franklin Templeton Alternatives, DSP Blackrock Investments and Reliance Industries Limited
Top Holdings
Company
Sector
Asset Value (Cr)
Asset %
ICICI Bank Ltd.
Financial
₹407.58
4.16
HDFC Bank Ltd.
Financial
₹277.46
2.83
Kotak Mahindra Bank Ltd.
Financial
₹272.53
2.78
Kotak Mahindra Bank Ltd.
Financial
₹231.93
2.59
Reliance Industries Ltd.
Energy
₹217.18
2.22
State Bank of India
Financial
₹204.26
2.08
Tech Mahindra Ltd.
Technology
₹172.34
1.76
Infosys Ltd.
Technology
₹166.23
1.70
Axis Bank Ltd.
Financial
₹165.98
1.69
Cholamandalam Investment and Finance Company Ltd. 7.5 30/09/2026
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Aditya Birla Sun Life Balanced Advantage Fund is ₹114.64 as of 2026-08-28.
Aditya Birla Sun Life Balanced Advantage Fund is classified as a Dynamic Asset Allocation fund.
The Assets Under Management (AUM) of Aditya Birla Sun Life Balanced Advantage Fund is ₹9,804.08 Cr.
The expense ratio of Aditya Birla Sun Life Balanced Advantage Fund is 1.96%.
Aditya Birla Sun Life Balanced Advantage Fund is managed by Rohit Karan.
The minimum SIP investment for Aditya Birla Sun Life Balanced Advantage Fund is ₹1,000.
The exit load for Aditya Birla Sun Life Balanced Advantage Fund is 0.25%.
As per the SEBI Riskometer, Aditya Birla Sun Life Balanced Advantage Fund carries a Very High risk level.
Aditya Birla Sun Life Balanced Advantage Fund has delivered 8.91% (1Y), 11.71% (3Y) and 9.85% (5Y) annualised returns as of 2026-08-28.
Aditya Birla Sun Life Balanced Advantage Fund was launched on 1994-12-23.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
