Get access to more insightful information
By signing up to Upstox today
Aditya Birla Sun Life Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
01 Jan 2013
12.8 years ago
Lock-in Period
No lock-in
NAV
as of 17 Oct 2025
₹123.23
+0.0406% (0.10)
AUM
₹8,208 Cr
Expense ratio
0.68%
Benchmark
CRISIL Hybrid 50+50 - Moderate
Fund Plan
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 7D
0.25%
If units sold after 7D
0%
Distribution
Asset split
Market capital
Equity57.61%
Debt21.95%
Cash20.44%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Technology
Industrials
Basic Materials
Consumer Cyclical
Fund House
Aditya Birla Sun Life
Inc: 22 Apr 1994 • Total AUM: ₹3,70,202 Cr • Rank #5Aditya Birla Sun Life Mutual Fund, started in 1994, has Aditya Birla Capital Limited ("ABCL") as its sponsor. The fund house is headed by A. Balasubramanian as the CEO. As of 31 March 2024, it has an AUM of ₹315,239.30 Cr. It functions under the holding company Sun Life Financial Inc., with 78.9 lakh investor folios and a presence in over 290 locations across the country as of 30 September 2023.
Fund Managers
Lovelish Solanki
Experience: 10.84 yrs • Total AUM: 1,95,876 Cr
Harish Krishnan
Experience: 1.95 yrs • Total AUM: 2,16,004 Cr
Mohit Sharma
Experience: 8.54 yrs • Total AUM: 8,48,527 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.