Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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Category: Hybrid: Dynamic Asset Allocation
Launch Date: 25-04-2000
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 50+50 Moderate Index
Expense Ratio: 1.96% As on (31-07-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 9,802.77 Cr As on (31-07-2026)
Turn over: 2.01

NAV as on 03-09-2026

114.1 0.12 (0.1052%)

CAGR Since Inception

9.67%

CRISIL Hybrid 50+50 Moderate Index 11.06%

PERFORMANCE of Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 03-09-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	7.49	11.28	9.41	9.99	9.67
Benchmark	-	-	-	-	-
Hybrid: Dynamic Asset Allocation	2.8	8.94	7.96	9.14	8.63

Yearly Performance (%)

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Fund Managers

Mr. Harish Krishnan, Mr. Lovelish Solanki, Mr. Mohit Sharma, Mr. Rohit Karan

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. There can be no assurance that the investment objective of the Scheme will be realized.

RETURNS CALCULATOR for Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	6.2	0.69	4.73	0.4	7.41	3.73
Hybrid: Dynamic Asset Allocation	-	-	-	-	-	-

PEER COMPARISION of Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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Period

Data as on - 03-09-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	25-04-2000	7.49	5.58	11.28	9.41	9.99
Unifi Dynamic Asset Allocation Fund - Regular Growth	13-03-2025	7.98	0.0	0.0	0.0	0.0
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option	14-11-2018	7.71	4.85	11.66	10.24	0.0
ICICI Prudential Balanced Advantage Fund - Growth	01-12-2006	6.0	5.91	11.35	10.52	10.61
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	20-08-2009	5.96	2.44	10.12	8.43	10.78
Bank Of India Balanced Advantage Fund Regular Plan Growth	14-03-2014	5.53	1.3	8.77	9.61	6.81
Bandhan Balanced Advantage Fund Regular Plan Growth	05-10-2014	5.13	3.75	9.03	6.97	8.48
Bajaj FInserv Balanced Advantage Fund-Regular Plan-Growth	05-12-2023	5.09	1.53	0.0	0.0	0.0
MahIndra Manulife Balanced Advantage Fund - Regular Plan - Growth	30-12-2021	4.95	2.4	9.85	0.0	0.0
Mirae Asset Balanced Advantage Fund Regular Plan- Growth	11-08-2022	4.84	3.65	9.25	0.0	0.0

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Asset Allocation (%)