Aditya Birla Sun Life Balanced Advantage Fund Growth
Empty
4–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
0.0% AnnuallyAlpha
+9.3% vs +9.5% benchmarkSince Inception
+10.2% vs +5.7% benchmark3Y Annualized
+8.3% vs +4.7% benchmark5Y Annualized
Aditya Birla Sun Life Balanced Advantage Fund Growth
Benchmark Index
Benchmark Performance Comparison
Aditya Birla Sun Life Balanced Advantage Fund
NIFTY 50 + FD Returns
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile
Standard Deviation9.4%
Sharpe Ratio0.34
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Clearing Corporation Of India LimitedUtilities5.49%
ICICI Bank LtdFinancial Services3.94%
HDFC Bank LtdFinancial Services3.82%
Reliance Industries LtdEnergy & Infra3.37%
Nifty_(26/06/2025)Utilities3.00%
Kotak Mahindra Bank LtdFinancial Services2.93%
Infosys LtdTechnology2.55%
7.18% Govt Stock 2037Utilities2.49%
Cholamandalam Investment And Finance Company LimitedUtilities1.88%
Tech Mahindra LtdTechnology1.75%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.79%
Exit Load0.25
Regulatory & Tax Information
INF084M01AB8
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)