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

Moderately High
19 yrs 8 monthsStarted on:25 Apr 2000
₹ 2741.25 Cras on: 10 Dec 2019
Medium Horizon
2.07%
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)
YTD6.00
3 Month4.28
1 YR8.58
2 YR3.86
3 YR7.28

SIP Returns

TenureReturns (CAGR)
1 YR6.96
2 YR5.65
3 YR5.25
5 YR7.76
10 YR9.59

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.45
Infosys Ltd.3.46
ICICI Bank Ltd.3.4
Housing Development Finance Corpn. Ltd.2.94
Larsen & Toubro Ltd.2.88
Reliance Industries Ltd.2.47
ONGC Petro Additions Ltd. 18/05/2020 7.68%2.2
Coal India Ltd.2.15
ITC Ltd.2.14
Kotak Mahindra Bank Ltd.2.08

Top Sectoral Holdings

Sector Name% Assets
Financial18.67
Energy8.14
Construction7.33
FMCG5.35
Technology4.59
Healthcare3.77
Engineering1.5
Communication0.82
Metals0.73
Services0.4

Indicators

LabelValue
Portfolio turnover ratio345
Standard Deviation5.83%
Beta0.77%
Sharpe Ratio0.33

Vineet Maloo,Lovelish Solanki,Mohit Sharma

Mr. Maloo is a Chartered Accountant.He has done BMS and MMS in finance.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 worked with Edelweiss AMC from Jan 2008 - February 2011. Prior to working wirh Birla Sun Life, he has worked as an equity/ equity derivative trader at Union KBC.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).