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

Moderately High
18 yrs 6 monthsStarted on:25 Apr 2000
₹ 3227.99 Cras on: 19 Sep 2018
Medium Horizon
2.38%
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 Month2.19
1 YR1.03
2 YR7.62
3 YR11.16

SIP Returns

TenureReturns (CAGR)
1 YR1.59
2 YR4.51
3 YR8.67
5 YR10.33
10 YR11

Portfolio

Company Name% Assets
ITC Ltd.6.35
HDFC Bank Ltd.5
Infosys Ltd.2.77
ICICI Bank Ltd.2.13
Maruti Suzuki India Ltd.1.91
ONGC Petro Additions Ltd. 18/05/2020 7.68%1.83
Nestle India Ltd.1.75
HCL Technologies Ltd.1.64
Tata Motors Ltd.1.62
Cholamandalam Investment & Finance Co. Ltd. 24/10/2019 8.20%1.54

Top Sectoral Holdings

Sector Name% Assets
Financial15.44
FMCG6.69
Technology3.71
Metals3.58
Automobile3.54
Healthcare2.35
Construction2.01
Services1.29
Energy1.19
Engineering1.18

Indicators

LabelValue
Portfolio turnover ratio479
Standard Deviation9.58%
Beta1.2%
Sharpe Ratio0.54

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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