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

Open Ended Schemes(Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage)Moderately High Risk★★★★★ISIN INF084M01AB8

NAV · 06-Jul-2026

₹112.1800

+3.13%

+1.06%

1Y (CAGR)

+4.23%

3Y (CAGR)

+11.39%

5Y (CAGR)

+9.90%

Since inception (CAGR)

+10.36%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

8.07%

Downside dev (3y)

6.32%

Max drawdown (3y)

-9.1%

Sharpe (3y)

0.61

SIP XIRR (3y)

+8.87%

SIP XIRR (5y)

+10.34%

Calendar-year returns

2020 +15.4%2021 +13.4%2022 +4.2%2023 +16.5%2024 +13.0%2025 +10.1%

Fund facts

Fund managerHarish Krishnan · Lovelish Solanki · Mohit Sharma · Rohit Karan

AUM₹92,526 Cr

TER · AMFI officialDirect 0.94% · Regular 2.00% (2026-06-30)

Launch date15-Mar-2000

Plan typeOpen Ended · Hybrid

Min lumpsum1000/-

Lock-inNone

Volatility10.13

AMCAditya Birla Sun Life AMC Limited

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.

scheme documents ↗