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Aditya Birla Sun Life Balanced Advantage Fund Growth
Hybrid dynamic asset allocation
Overview ( as on 13/10/25 )
NAV
₹107.07
Last change
₹-0.15 -0.0%
Fund Size (AUM)
8370.71 Cr
Performance
13.44% (5Y)
Fund Details
Aditya Birla Sun Life Balanced Advantage Fund Growth
as of 13/10/25
AUM
8370.71 Cr
Expense Ratio
1.78 %
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
ISIN
INF084M01AB8
Fund Manager
Mohit Sharma
Exit Load
0.25% if redeemed within 0-7 days
0% if redeemed after 7 days
| Fund Performance | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund Growth | 4.25% | 13.2% | 13.44% |
| CRISIL Hybrid 50+50 - Moderate TR INR | - | - | - |
Top 10 Holdings
ICICI Bank Ltd |
4.36% |
HDFC Bank Ltd |
3.56% |
Reliance Industries Ltd |
2.74% |
Kotak Mahindra Bank Ltd |
2.73% |
Infosys Ltd |
2.6% |
7.18% Govt Stock 2037 |
2.21% |
State Bank of India |
2.08% |
Axis Bank Ltd |
1.82% |
National Bank For Agriculture And Rural Development |
1.82% |
Cholamandalam Investment And Finance Company Limited |
1.77% |
Sector Allocation
Financial |
30.92% |
Technology |
12.22% |
Industrials |
10.2% |
Basic Materials |
9.99% |
Consumer Cyclical |
9.15% |
Consumer Defensive |
7.87% |
Healthcare |
5.88% |
Energy |
4.53% |
Real Estate |
4.47% |
Utilities Services |
3.08% |
Asset Allocation
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58%
Equity
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22%
Debt
-
20%
Others
Risk and Return Category
Risk v/s Category
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Low
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Below Average
-
Average
-
Above Average
-
High
Return v/s Category
-
Low
-
Below Average
-
Average
-
Above Average
-
High
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-
NA
-
-
SBI Balanced Advantage IDCW-R
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Returns
-
NA
-
-
Axis Balanced Advantage IDCW-R
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Returns
-
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-
-
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Hybrid dynamic asset allocation-
Returns
-
14.29% (5Y)
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