Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.68 | 40.33 | 2.42 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.31 | 41.69 | 2.26 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 50+50 - Moderate Index |
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Balanced Advantage Fund(IDCW) | 17.29% | 5.86% | 4.14% |
HDFC Balanced Advantage Fund(IDCW) | 25.53% | 12.66% | 3.87% |
ICICI Pru Balanced Advantage Fund(M-IDCW Payout) | 19.63% | 9.44% | 8.46% |
SBI Balanced Advantage Fund(IDCW) | 23.67% | 14.47% | 14.69% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
5.42 %
Holdings
4.77 %
Holdings
3.80 %
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
89
Total AUM
₹ 3,68,528.04 Cr.
Mohit Sharma
AUM: ₹72,004.27 Cr.
|
Exp: 10yrs
Vishal Gajwani
AUM: ₹13,610.20 Cr.
|
Exp: 15yrs
Lovelish Solanki
AUM: ₹21,656.99 Cr.
|
Exp: 7yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Other Funds in the same category are generating better returns