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

Moderately High
18 yrs 8 monthsStarted on:25 Apr 2000
₹ 3011.59 Cras on: 18 Dec 2018
Medium Horizon
2.03%
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)
YTD0.70
1 Month1.20
3 Month0.86
1 YR1.42
2 YR8.22
3 YR11.87

SIP Returns

TenureReturns (CAGR)
1 YR3.46
2 YR4
3 YR7.6
5 YR9.49
10 YR10.6

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.24
ITC Ltd.6.08
Housing Development Finance Corpn. Ltd.4.33
Nifty 50 27/12/20184.26
Maruti Suzuki India Ltd.3.1
Larsen & Toubro Ltd.2.79
Infosys Ltd.2.52
Axis Bank Ltd.2.24
ICICI Bank Ltd.1.98
ONGC Petro Additions Ltd. 18/05/2020 7.68%1.96

Top Sectoral Holdings

Sector Name% Assets
Financial19.92
FMCG5.96
Energy5.82
Technology5.27
Construction5.15
Automobile4.17
Metals4.03
Healthcare2.55
Services1.63
Engineering1.03

Indicators

LabelValue
Portfolio turnover ratio179
Standard Deviation9.84%
Beta0.66%
Sharpe Ratio0.48

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).
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