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Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW

Aditya Birla Sun Life · Balanced Advantage
Moderate
₹24.72
Current NAV
23 Oct 2026
-8.4%
1Y Return
2.0%
3Y CAGR
0.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.24).
  • Very large asset base (AUM: ₹18,290 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Higher expense ratio (2.34%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.24
Sharpe Ratio
1.14
Beta
1.74
Alpha
1.54
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Balanced Advantage
AUM ₹18290 Cr
Expense Ratio 2.34%
Min SIP ₹500
Min Lumpsum ₹1000
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