ABSL Balanced Advantage Fund - Direct Plan - Dividend Option

Fund Returns

NAV Rs. 17.36 -0.23 %
(as on March 27, 2020)
1 yr Return -18.62 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 17.36 -0.23 %
(as on March 27, 2020)
-18.62 % N/A N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Jan. 1, 2013
Fund Size Rs. 2629.85 cr.
Category Hybrid | Dynamic Asset Allocation
Fund Manager Mohit Sharma
AMC Aditya Birla Sun Life AMC Limited
Fund Benchmark Crisil Hybrid 50+50 - Moderate Index
Risk Profile Balanced
Risk Rating 6 / 10

Investment Information

Min. Investment Rs. 100.00
Min. Investment SIP Rs. 0.00
Expense Ratio 0.96 %
Exit load Nil upto 15% of units,1% in excess of limit on or before 365D and Nil after 365D

Investment Objective

The primary objective of the scheme is 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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -17.14 -18.99 -17.96 -18.62 - -
Rank Within Category 57 72 None 74 None None

Peer Funds

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/

Scheme Details

Launch Date Jan. 1, 2013 Fund Size Rs. 2629.85 cr.
Category Hybrid | Dynamic Asset Allocation Fund Manager Mohit Sharma
AMC Aditya Birla Sun Life AMC Limited Fund Benchmark Crisil Hybrid 50+50 - Moderate Index
Risk Profile Balanced Risk Rating 6 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 100.00 Rs. 0.00 0.96 % Nil upto 15% of units,1% in excess of limit on or before 365D and Nil after 365D

Investment Objective

The primary objective of the scheme is 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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -17.14 -18.99 -17.96 -18.62 - -
Rank Within Category 57 72 None 74 None None

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
ABSL Balanced Advantage Fund - Direct Plan - Dividend Option -18.62 - - 2,629.85

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/