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Aditya Birla Sun Life Balanced Advantage Fund - Growth

  • Regular
  • Direct
Category : Dynamic Asset Allocation or Balanced Advantage
(Min ₹100 for SIP, ₹100 for one time investment)
  • Latest (Updated on 31st Mar 2013)
    Crisil Rank
  • (Updated on 31st Dec 2012)
    Crisil Rank
  • (Updated on 31st Dec 2005)
    Crisil Rank
  • (Updated on 30th Sep 2005)
    Crisil Rank
  • (Updated on 30th Jun 2004)
    Crisil Rank

Returns (NAV as on 07th April, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 31-Mar-20 10201.60 2.02% - 3.51% 6/23
1 Month 06-Mar-20 8675.00 -13.25% - -10.91% 16/24
3 Month 07-Jan-20 8387.40 -16.13% - -13.58% 17/23
6 Month 07-Oct-19 8853.20 -11.47% - -9.42% 15/22
YTD 01-Jan-20 8351.30 -16.49% - 1.39% 17/23
1 Year 05-Apr-19 8791.30 -12.09% -11.99% -9.70% 14/21
2 Year 06-Apr-18 9237.90 -7.62% -3.88% -3.39% 11/17
3 Year 07-Apr-17 9726.30 -2.74% -0.92% 0.48% 12/15
5 Year 07-Apr-15 12410.00 24.10% 4.41% 2.74% 2/14
10 Year 07-Apr-10 19339.40 93.39% 6.81% 7.97% 7/8
Since Inception 23-May-00 49732.90 397.33% 8.40% 3.40% 5/26

SIP Returns (NAV as on 07th April, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 05-Apr-19 12000 10435.85 -13.03 % -23.14 %
2 Year 06-Apr-18 24000 21448.52 -10.63 % -10.4 %
3 Year 07-Apr-17 36000 32684.89 -9.21 % -6.17 %
5 Year 07-Apr-15 60000 60904.12 1.51 % 0.59 %
10 Year 07-Apr-10 120000 163690.03 36.41 % 6.05 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 3.34% -7.49% -13.55% -9.15% -13.26% -8.78% -2.17% 0.29% 4.87%
Nifty 50 4.15% -12.82% -25.41% -19.46% -25.12% -21.88% -6.30% -0.31% 0.75%
Benchmark: Nifty 50 2.05% -6.25% -11.13% -6.57% -10.72% -4.82% 1.18% 4.36% 5.80%
Category Average 2.50% -6.77% -12.35% -8.27% -12.12% -7.97% -2.39% 1.40% 3.22%
Category Rank 4/23 14/24 15/23 14/22 14/23 13/21 10/16 12/15 2/14
Best in Category 4.69% 0.77% -6.32% -2.07% -6.10% -1.12% 1.88% 4.71% 5.09%
Worst in Category 1.00% -12.92% -22.82% -17.91% -22.78% -22.14% -8.03% -3.19% 1.59%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2014 13.73% 13.25% 14.57% 13.94%
Q3 - 2016 8.06% 3.40% 4.42% 4.86%
Q1 - 2017 7.46% 12.16% 12.85% 8.55%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2020 -18.14% -29.43% -28.89% -14.71%
Q1 - 2018 -2.66% -2.14% -2.77% -1.51%
Q1 - 2020 -18.02% -29.43% -28.89% -14.71%

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