Birla Sun Life Balanced Advantage Fund (Hybrid, Asset Allocation)

Moderately High
18 yrs 0 monthsStarted on:25 Apr 2000
₹ 3343.6 Cras on: 20 Apr 2018
Medium Horizon
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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TenureReturns (CAGR)
1 Month2.24
1 YR4.61
2 YR14.09
3 YR11.35

SIP Returns

TenureReturns (CAGR)
1 YR3
2 YR8.69
3 YR11.38
5 YR12.37
10 YR11.55


Company Name% Assets
ITC Ltd.5.35
HDFC Bank Ltd.4.93
Maruti Suzuki India Ltd.2.7
Tata Motors Ltd.2.67
Infosys Ltd.2.04
Bharat Electronics Ltd.1.96
ICICI Bank Ltd.1.95
Tata Consultancy Services Ltd.1.9
Housing Development Finance Corpn. Ltd.1.54
Bharti Airtel Ltd.1.52

Top Sectoral Holdings

Sector Name% Assets
Cons Durable0.93


Portfolio turnover ratio534
Standard Deviation10.02%
Sharpe Ratio0.61

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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