Aditya Birla Sun Life Balanced Advantage Fund Growth

AllocationDynamic Asset Allocation
109.61
-0.05(-0.05%)
NAV as on 15 Dec, 2025
CAGR
12.64%

Top Performer

This scheme has consistently delivered the best returns in its Dynamic Asset Allocation category across .

Returns
  • AUM (Crs.)8,799.67
  • Expense Ratio1.77 %
  • Sharpe Ratio / Category Average0.76 / 0.73
  • Standard Deviation / Category Average7.32 / 7.69
  • Beta / Category Average1.06 / 1.03
  • Portfolio Turnover / Category Average329.63 / 184.74
  • Top 5 Stocks Wt.32.69
  • Top 10 Stocks Wt.44.40
  • Top 3 Sectors Wt.37.70
  • Investment StyleLarge Growth
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocks--
    • Avg. Market Cap--
    • Top 10 Stocks--
    • Top 5 Stocks--
    • Top 3 Sectors--
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Mohit Sharma, Harish Krishnan, Lovelish Solanki
    • Launch Date25 Apr, 2000
    • BenchmarkS&P BSE 500

    Objective

    The primary objective of the Scheme is 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.

    Riskometer

    More Funds From

    Fund NameMorningstar RatingAUM (cr.)1Y Returns3Y Returns5Y Returns