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

Moderately High
19 yrs 4 monthsStarted on:25 Apr 2000
₹ 2697.42 Cras on: 19 Aug 2019
Medium Horizon
2.09%
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)
YTD1.20
3 Month0.15
1 YR1.14
2 YR2.38
3 YR6.56

SIP Returns

TenureReturns (CAGR)
1 YR0.95
2 YR1.97
3 YR3.5
5 YR6.91
10 YR9.23

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.68
ITC Ltd.4.39
Housing Development Finance Corpn. Ltd.3.15
ICICI Bank Ltd.2.99
Infosys Ltd.2.59
ONGC Petro Additions Ltd. 18/05/2020 7.68%2.22
Kotak Mahindra Bank Ltd.1.99
Axis Bank Ltd.1.92
Reliance Industries Ltd.1.89
ICICI Bank Ltd. 29/11/20191.82

Top Sectoral Holdings

Sector Name% Assets
Financial13.86
Energy7.47
Construction7.23
FMCG6.26
Technology4.35
Healthcare2.67
Automobile2.19
Metals1.67
Engineering0.96
Cons Durable0.92

Indicators

LabelValue
Portfolio turnover ratio399
Standard Deviation5.88%
Beta0.76%
Sharpe Ratio0.07

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).