Aditya Birla SL Balanced Advantage (Hybrid, Hybrid Dynamic Asset Allo)

Moderately High
18 yrs 10 monthsStarted on:25 Apr 2000
₹ 2893.86 Cras on: 15 Feb 2019
Medium Horizon
2.02%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The Scheme seeks 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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR4.10
3 YR12.32

SIP Returns

TenureReturns (CAGR)
2 YR0.06
3 YR4.41
5 YR7.49
10 YR9.61

Portfolio

Company Name% Assets
ITC Ltd.6.17
HDFC Bank Ltd.5.97
Housing Development Finance Corpn. Ltd.4.35
ICICI Bank Ltd.3.14
Infosys Ltd.2.95
Axis Bank Ltd.2.69
Larsen & Toubro Ltd.2.45
HDFC Bank Ltd. 28/02/20192.16
ONGC Petro Additions Ltd. 18/05/2020 7.68%2.05
Coal India Ltd.1.8

Top Sectoral Holdings

Sector Name% Assets
Financial22.88
Energy6.59
FMCG6.5
Technology5.25
Construction4.91
Metals3.66
Automobile3.48
Healthcare2.17
Services1.49
Engineering1.07

Indicators

LabelValue
Portfolio turnover ratio456
Standard Deviation9.32%
Beta0.64%
Sharpe Ratio0.57

Vineet Maloo,Mohit Sharma

Mr. Maloo is a Chartered Accountant.Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Prior to joining Birla Sun Life AMC he has worked with Hindalco.He has around 10 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 2012 - May 2015). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in the Equity Research in Irevna Ltd (June 2005 - June 2006).