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

Moderately High
19 yrs 11 monthsStarted on:25 Apr 2000
₹ 2735.67 Cras on: 25 Feb 2020
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)
3 Month0.07
1 YR9.57
2 YR5.17
3 YR5.92

SIP Returns

TenureReturns (CAGR)
1 YR6.7
2 YR6.22
3 YR5.32
5 YR7.71
10 YR9.54

Portfolio

Company Name% Assets
Nifty 50 27/02/20205.75
HDFC Bank Ltd.5.38
ICICI Bank Ltd.3.97
Housing Development Finance Corpn. Ltd.3.09
Infosys Ltd.2.84
Axis Bank Ltd.2.59
Larsen & Toubro Ltd.2.5
Coal India Ltd.2.45
National Thermal Power Corp. Ltd.2.32
Reliance Industries Ltd.2.25

Top Sectoral Holdings

Sector Name% Assets
Financial24.18
Energy10.76
Construction7.87
Technology6.71
FMCG6.11
Healthcare5.25
Engineering1.74
Metals1.42
Communication1.28
Automobile1.02

Indicators

LabelValue
Portfolio turnover ratio321
Standard Deviation5.74%
Beta0.79%
Sharpe Ratio0.25

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).