Aditya Birla Sun Life Balanced Advantage Fund · Direct · Growth
NAV
₹126.2300
as of 16 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +5.09%
- 3Y
- +12.58%
- 5Y
- +10.95%
- Since Inception
- +12.03%
SIP returns (XIRR)
- 1Y
- +6.06%
- 3Y
- +9.69%
- 5Y
- +11.14%
- Since Inception
- +11.90%
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Aditya Birla Sun Life Balanced Advantage Fund -DIRECT - IDCW
- 1Icici Bank Limited4.06%
- 2Reliance Industries Limited3.19%
- 3Hdfc Bank Limited3.12%
- 4Kotak Mahindra Bank Limited2.70%
- 5State Bank Of India2.48%
- 6India Grid Trust2.38%
- 7Axis Bank Limited1.91%
- 8Infosys Limited1.89%
- 9Government Of India (24/07/2037)1.69%
- 10Tech Mahindra Limited1.67%
Investment Objective
Aditya Birla Sun Life Balanced Advantage Fund · Direct · Growth by Aditya Birla Sun Life Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.
About This Fund
Aditya Birla Sun Life Balanced Advantage Fund · Direct · Growth is a Dynamic Asset Allocation mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 13 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations