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

Aditya Birla Sun Life · Balanced Advantage
Moderate
₹110.68
Current NAV
25 Jun 2026
13.8%
1Y Return
13.3%
3Y CAGR
14.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.68).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.18).
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.68
Sharpe Ratio
0.98
Beta
5.18
Alpha
2.32
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Balanced Advantage
AUM ₹730 Cr
Expense Ratio 1.38%
Min SIP ₹500
Min Lumpsum ₹1000
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