Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option SIP Calculator
Aditya Birla Sun Life Mutual Fund · Dynamic Asset Allocation · Regular · Growth · Since Mar 2000
₹5,000/month SIP — Last 5 Years
60 months · Based on actual NAVs₹3,00,000
Total Invested
₹3,94,751
Current Value
₹94,751
Gains
+10.9%
XIRR
Simulation assumes ₹5,000 invested on the 10th of every month from 2021-08. Based on regular-growth plan NAVs. Does not include exit load or capital gains tax.
Returns Summary
| Period | Lumpsum Return (CAGR) | SIP XIRR |
|---|---|---|
| 1 Year | +8.84% | +11.79% |
| 3 Years | +11.70% | +10.10% |
| 5 Years | +9.95% | +10.98% |
| Since Inception | +9.68% | — |
CAGR = Compound Annual Growth Rate for lumpsum investment. SIP XIRR = annualised return for monthly SIP. Returns as of latest available NAV date.
Try Custom SIP Amount & Dates
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Aditya Birla Sun Life Mutual Fund · Dynamic Asset Allocation
Fund Details
- Fund House
- Aditya Birla Sun Life Mutual Fund
- Category
- Dynamic Asset Allocation
- Plan
- Regular
- Option
- Growth
- AUM
- ₹36,99,824.29 Cr
- Launch
- Mar 2000
How it works
We use actual daily NAV data from AMFI. For each monthly SIP date, we find the real NAV on that day (or the next trading day) and compute the units purchased.
- → Real NAV, not assumed returns
- → Holiday-adjusted SIP dates
- → XIRR computed from actual cash flows
- → Regular-Growth plans only
Ready to Invest?
Start your SIP in Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option via MF Utility — India's official transaction platform.
Invest via MFURedirects to MF Utility (mfuonline.com)