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

Moderately High
19 yrs 12 monthsStarted on:25 Apr 2000
₹ 2629.85 Cras on: 01 Apr 2020
Medium Horizon
2.05%
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)

SIP Returns

TenureReturns (CAGR)
10 YR5.21

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.93
ICICI Bank Ltd.4.21
Axis Bank Ltd.2.88
Infosys Ltd.2.78
Housing Development Finance Corpn. Ltd.2.58
Kotak Mahindra Bank Ltd.2.53
Coal India Ltd.2.4
ONGC Petro Additions Ltd. 18/05/2020 7.68%2.28
National Thermal Power Corp. Ltd.2.28
Reliance Industries Ltd.2.2

Top Sectoral Holdings

Sector Name% Assets
Financial19.24
Energy7.99
Construction5.76
Healthcare5.56
FMCG5.16
Technology5.1
Engineering1.64
Communication1.05
Automobile0.7
Metals0.5

Indicators

LabelValue
Portfolio turnover ratio311
Standard Deviation11.01%
Beta1.1%

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).