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Mutual Funds

Aditya Birla Sun Life Balanced Advantage Fund

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Aditya Birla Sun Life Balanced Advantage Fund

Dynamic Asset AllocationRank #3
4/5

NAV (2026-07-14)

111.88

AUM

₹9,489.56 Cr

Exp. Ratio: 1.97%

RISK LEVEL

Very High

Returns & Performance

1 Year4.67%3.57% vs cat avgRank #3
3 Year11.13%1.79% vs cat avgRank #6
5 Year9.65%1.12% vs cat avgRank #6
Since Launch9.64%--

Fund vs Category Average

1Y
4.67%+3.57%
3Y
11.13%+1.79%
5Y
9.65%+1.12%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Top-5 ranked in category for 1Y (#3)
Overall top-10 rank in category (#3)

Cons

Higher expense ratio (1.97%)
ISININF084M01AB8
NAV₹111.88
NAV Date2026-07-14
AUM₹9,489.56 Cr
Expense Ratio1.97%
RiskVery High
Rating4 / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23

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.

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

Holdings data not available for this scheme