Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan has delivered 46.97% absolute return over the last 5 years.
The average return for Dynamic Asset Allocation funds is 51.19% .
This fund ranks #13 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 4.16% .
The fund currently owns more than 148 stocks.
The top 10 holdings account for 23.82% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 12.60% | 1.03% |
| 2 Year Return | 38.39% | 10.99% |
| 3 Year Return | 59.63% | 29.11% |
| 4 Year Return | 108.71% | 41.83% |
| 5 Year Return | 130.00% | 51.19% |
| 6 Year Return | 144.78% | 76.99% |
| 7 Year Return | 228.85% | 95.33% |
| Expense Ratio | 0.59% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
4.16%
|
|
| 2 | Finance - Banks - Private Sector |
2.83%
|
|
| 3 | Finance - Banks - Private Sector |
2.78%
|
|
| 4 | Utilities |
2.32%
|
|
| 5 |
2.29%
|
||
| 6 | Energy |
2.22%
|
|
| 7 | Financials |
2.08%
|
|
| 8 | Information Technology |
1.76%
|
|
| 9 | Information Technology |
1.70%
|
|
| 10 | Financials |
1.69%
|
|
| 11 |
1.62%
|
||
| 12 |
1.54%
|
AMC: BirlaSunLife
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 01 Jan 2013
Fund Manager: Mr. Mohit Sharma
Minimum Purchase: ₹100
Exit Load: In respect of each purchase / switch-in of Units: For redemption/switch out of units on or before 7 days from the date of allotment: 0.25% of applicable NAV. For redemption/switch out of units a\\u001eer 7 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan is managed by BirlaSunLife and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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