Birla Sun Life Balanced Advantage Fund (Hybrid, Asset Allocation)

50.68
9.64%
NA
Capital Growth and Income
Medium Horizon
Moderately High
2.37%
17 yrs 8 months25 Apr 2000
₹ 2679.38 Cr11 Dec 2017

Similar Funds

BSL Asset Allocator Multi Manager FoF Scheme
  • Return (CAGR) 9.53%
  • Crisil Ranking NA
  • Value Research NA
Principal Smart Equity Fund
  • Return (CAGR) 10.18%
  • Crisil Ranking NA
  • Value Research
Franklin India Dynamic P E Ratio Fund Of Funds
  • Return (CAGR) 15.57%
  • Crisil Ranking NA
  • Value Research
HDFC Dynamic PE Ratio Fund Of Funds
  • Return (CAGR) 10.77%
  • Crisil Ranking NA
  • Value Research
DSP BlackRock Dynamic Asset Allocation Fund
  • Return (CAGR) 9.66%
  • Crisil Ranking NA
  • Value Research

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Exit Load

Investment Objective

The Scheme seeks 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.

Scheme Documents

TenureReturns (CAGR)
YTD
14.27
1 Month
0.70
3 Month
0.62
1 YR
14.60
2 YR
18.56
3 YR
11.24
TenureReturns (CAGR)
1 YR
9.93
2 YR
15.04
3 YR
13.88
5 YR
14.23
10 YR
12.01

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.68
Infosys Ltd.3.82
ITC Ltd.3.31
Housing Development Finance Corpn. Ltd.3.1
Tata Motors Ltd.2.72
Reliance Industries Ltd.2.63
ICICI Bank Ltd.2.35
Sundaram Finance Ltd. 30/08/2019 7.40%2.08
Bharti Airtel Ltd.2
Maruti Suzuki India Ltd.1.8

Top Sectoral Holdings

Sector Name% Assets
Financial21.43
Energy11.78
FMCG7.45
Automobile6.49
Technology5.63
Metals4.08
Construction3.41
Communication2.21
Healthcare1.75
Engineering0.98

Indicators

Portfolio turnover ratio526
Standard Deviation10.18%
Beta0.98%
Sharpe Ratio0.6

Vineet Maloo,Mohit Sharma

Mr. Maloo is a Chartered Accountant.Mr. Sharma is B Tech (IIT - Madras) and PGDCM (IIM Calcutta).
Prior to joining Birla Sun Life AMC he has worked with Hindalco.He has around 10 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 2015. Prior to joining Birla AMC, 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 the Equity Research in Irevna Ltd (June 2005 - June 2006).
© CRISIL Limited 2017. All Rights Reserved