Aditya Birla Sun Life Balanced Advantage Fund Growth
Medium
Risk
Other Schemes
Dynamic Asset Allocation
+
11.29
%
11.29
%
3Y annualised
+
0.17
%
0.17
%
1D
1M
6M
1Y
3Y
All
Fund size
7036
NAV:
Mar 7, 2024
90.88
Sector
Tech
Type
Other_schemes
Launched
Apr 2000
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
4.83
%
HDFC Bank Ltd
4.53
%
ICICI Bank Ltd
3.78
%
Infosys Ltd
3.31
%
Nifty_(28/03/2024)
2.60
%
7.26% Govt Stock 2033
2.30
%
91 DTB 25042024
2.11
%
Adani Ports & Special Economic Zone Ltd
2.05
%
Tata Capital Limited
2.03
%
Larsen & Toubro Ltd
1.82
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 0.25% if redeemed within 7.0 Days, 0.0 % if redeemed after 7.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Balanced Advantage Fund Growth
More details
Investment objective
The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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