Hybrid Balanced Advantage Very High Risk
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.
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Estimation is based on the past performance
| Balanced Advantage | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 6.13% | -0.06% | -0.48% | 1.96% | 5.18% | 7.97% | 12.25% | 10.84% | 10.36% | 10.96% | 9.59% |
| Category returns | 5.8% | -1.09% | -2.41% | -0.08% | 3.09% | 5.09% | 11.16% | 9.85% | 10.18% | 10.41% | N/A |
| Absolute returns | -0.43% | 1.59% | -0.99% | 2.28% | 3.33% | 17.69% | 37.73% | 53.08% | 57.19% | 182.92% | 984.9% |
| Rank within category | 8 | 4 | 3 | 4 | 4 | 1 | 6 | 6 | 6 | 4 | N/A |
| Total Schemes in Category | 21 | 20 | 20 | 20 | 20 | 19 | 18 | 17 | 13 | 7 | N/A |
| Balanced Advantage | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 16.31% | 15.22% | 0.74% | 8.12% | 15.36% | 13.41% | 4.19% | 16.54% | 12.99% | 10.09% | -1.36% |
| Q1 returns | -1.65% | 7.46% | -2.68% | 2.91% | -18.02% | 2.01% | -0.66% | -1.53% | 2.84% | 0.32% | -7.04% |
| Q2 returns | 9.17% | 2.52% | 0.14% | 1.25% | 15.49% | 6.27% | -3.95% | 7.92% | 7.81% | 7.27% | 6.1% |
| Q3 Returns | 8.06% | 1.88% | 0.98% | 0.19% | 4.55% | 5.26% | 5.89% | 3.14% | 6.33% | -1.73% | N/A |
| Q4 Returns | 0.25% | 2.65% | 2.37% | 3.57% | 16.53% | -0.61% | 3.13% | 6.33% | -4.15% | 4.1% | N/A |
Expense ratio: 1.51%
Inclusive of GST
Exit load
0.25% on or before 7D, Nil after 7D
| Alpha | 0.39013 |
| Beta | 0.5929 |
| Sharpe Ratio | 0.210243 |
| Sortino Ratio | 0.412987 |
| R-Squared | 0.891 |
| Tracking Error | 1.6125 |
| Downside Risk | 10.1713 |
| Std. Deviation (Annualised) | 7.6884 |
| Balanced Advantage | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Balanced Advantage Fund - Growth | 6.47% | -2.15% | -3.33% | -0.42% | 2.52% | 15.39% | 17.03% | 15.01% | 16.61% | 98,457.80 | 1.36 | 0.29 | Very High |
| Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth | 8.58% | 0.82% | -0.39% | 1.57% | 7.51% | 13.34% | 11.48% | 0% | 13.03% | 4,365.23 | 1.89 | 0.20 | Very High |
| Axis Balanced Advantage Fund - Regular Plan - Growth | 4.89% | -1.32% | -2.28% | 0.57% | 2.09% | 13.22% | 10.67% | 0% | 8.85% | 3,557.60 | 1.90 | 0.26 | Very High |
| SBI Balanced Advantage Fund - Regular Plan - Growth | 5.17% | -1.18% | -0.61% | 2.78% | 4.83% | 12.29% | 0% | 0% | 10.25% | 38,487.90 | 1.55 | 0.26 | Very High |
| Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth | 6.86% | -1.36% | -3.08% | -1.34% | 3.06% | 12.27% | 0% | 0% | 8.61% | 833.19 | 2.26 | 0.19 | Very High |
| Aditya Birla Sun Life Balanced Advantage Fund - Growth Current | 6.13% | -0.06% | -0.48% | 1.96% | 5.18% | 12.25% | 10.36% | 10.96% | 9.59% | 8,539.88 | 1.77 | 0.24 | Very High |
| ICICI Prudential Balanced Advantage Fund - Growth | 5.42% | -1.25% | -1.14% | 2.51% | 5.82% | 12.19% | 11.2% | 11.26% | 11.03% | 66,397.80 | 1.45 | 0.27 | High |
| WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth | 6.32% | -1.59% | -3.37% | -1.21% | 2.3% | 11.75% | 0% | 0% | 11.39% | 2,004.90 | 2.06 | 0.21 | High |
| Nippon India Balanced Advantage Fund - Growth | 5.71% | -0.21% | -1.84% | 1.12% | 3.58% | 11.73% | 10.27% | 11.07% | 14.36% | 9,031.58 | 1.74 | 0.21 | Very High |
| Bank of India Balanced Advantage Fund - Regular Plan - Growth | 5.55% | 1.37% | 1.14% | 4.99% | 7.82% | 10.88% | 10.64% | 7.47% | 8.17% | 139.84 | 2.30 | 0.17 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
0.00% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| 0.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Total | 0.00% |
He was associated with Kotak Mutual Fund for more than 10 years as Senior Fund Manager - Equity. He has also worked at Kotak Mahindra (UK) Limited where he managed offshore funds based out of Singapore and Dubai.
Lovelish Solanki has an overall experience of over 7 years in Trading and Dealing. Prior to joining Birla Sun Life AMC, he was Equity /Equity Derivatives - Trader at Union KBC Asset Management Co Limited since February 2011. Before that he worked at Edleweiss Asset Management Co. Ltd since January 2008.
He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, 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 theEquity Research in Irevna Ltd (June 2005 - June 2006).
RETURNS
It is an Open ended scheme that primarily invests in Balanced Advantage.
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.
The scheme benchmark is the CRISIL Hybrid 50+50 - Moderate Index
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: 3.33%
3-year: 11.25%
5-year: 9.46%
Top holdings include names such as:
The NAV is around ₹108.54 (approx.) for the Aditya Birla Sun Life Balanced Advantage Fund - Growth.
The fund’s AUM is approximately ₹9,182 Cr.
The expense ratio for the Regular Plan is 1.51.
0.25% on or before 7D, Nil after 7D.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹100. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Harish krishnan, Lovelish Solanki, Mohit Sharma, Rohit Karan
This fund is suitable for investors with a Very High risk tolerance.
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