{"id":224354,"date":"2026-08-31T15:13:18","date_gmt":"2026-08-31T09:43:18","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/"},"modified":"2026-09-10T11:00:34","modified_gmt":"2026-09-10T05:30:34","slug":"aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/","title":{"rendered":"Aditya Birla SL Balanced Advantage Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-balanced-advantage-fund-g-direct-plan\">Aditya Birla SL Balanced Advantage Fund Direct Growth Plan<\/a> has a NAV of \u20b9129.89 as of 09 Sep 2026 and manages \u20b910,125 Cr. Its 1-year, 3-year and 5-year returns are 8.42%, 11.92% and 10.57%, respectively, and it sits in the High Risk category. Our view is that the fund has delivered a steadier long-term profile than the benchmark, while recent softness suggests investors need to be comfortable with swings even in a hybrid allocation.<\/p>\n<p>The fund may suit investors who want an actively managed balanced-advantage style allocation with a long enough horizon to absorb short-term variation. The portfolio is led by large bank and financial names, so it may be more exposed to market leadership in that part of the market than a more evenly spread hybrid fund.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Aditya_Birla_SL_Balanced_Advantage\" title=\"Should you BUY or HOLD Aditya Birla SL Balanced Advantage?\">Should you BUY or HOLD Aditya Birla SL Balanced Advantage?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/aditya-birla-sl-balanced-advantage-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9129.89 as of 09 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b910,125 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.67%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Hybrid<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>0.25% on or before 7D, Nil after 7D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Harish Krishnan, Lovelish Solanki, Mohit Sharma, Rohit Karan<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Harish Krishnan, Lovelish Solanki, Mohit Sharma and Rohit Karan.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-1.57%<\/td>\n<td>-4.69%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>4.83%<\/td>\n<td>0.93%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>8.42%<\/td>\n<td>-7.16%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>11.92%<\/td>\n<td>6.00%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>10.57%<\/td>\n<td>5.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent 1-month result is still negative, but it is less weak than the benchmark over the same stretch. That tells us the fund has not been immune to short-term pressure, yet it has held up better than the index in the latest bout of weakness.<\/p>\n<p>The 3-month return turns positive and clearly improves on the benchmark. That pattern matters because it shows the fund recovered faster than the index after a soft patch, rather than simply tracking the market down and up in lockstep.<\/p>\n<p>Over 1 year, the gap is much wider: the fund stayed positive while the benchmark moved into negative territory. That is an important sign of relative resilience, although the path is not smooth enough for this to be read as low-volatility behaviour.<\/p>\n<p>Over 3 years and 5 years, the fund remains ahead of the benchmark on the return numbers provided. The longer horizon suggests the strategy has compounded better than Nifty 50 in this period, even though the recent 1-month move reminds us that drawdowns and reversals can still appear in the short run.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Aditya_Birla_SL_Balanced_Advantage\"><\/span>Should you BUY or HOLD Aditya Birla SL Balanced Advantage?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Aditya Birla SL Balanced Advantage? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/unifi-dynamic-asset-allocation-fund-g-direct-plan\">Unifi Dynamic Asset Allocation Fund Direct Growth Plan<\/a><\/td>\n<td>8.68%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-balanced-advantage-fund-g-direct-plan\">Aditya Birla SL Balanced Advantage Fund Direct Growth Plan<\/a><\/td>\n<td>8.42%<\/td>\n<td>11.92%<\/td>\n<td>10.57%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/baroda-bnp-paribas-balanced-advantage-fund-g-direct-plan\">Baroda BNP Paribas Balanced Advantage Fund Direct Growth Plan<\/a><\/td>\n<td>8.14%<\/td>\n<td>12.06%<\/td>\n<td>11.26%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-balanced-advantage-fund-g-direct-plan\">Edelweiss Balanced Advantage Fund Direct Growth Plan<\/a><\/td>\n<td>6.18%<\/td>\n<td>10.63%<\/td>\n<td>9.58%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/360-one-balanced-hybrid-fund-g-direct-plan\">360 ONE Balanced Hybrid Fund Direct Growth Plan<\/a><\/td>\n<td>5.99%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>On the latest 1-year figures, the fund sits close to the stronger peer returns and edges ahead of several names with available history. The 3-year and 5-year numbers remain healthy, but Baroda BNP Paribas Balanced Advantage Fund Direct Growth Plan is ahead on both of those horizons among peers with available data. That creates a split picture: the fund looks competitive in the shorter window, while the longer-run peer comparison is solid but not the strongest in this set.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>4.08%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Mahindra Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>2.89%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>2.6%<\/td>\n<\/tr>\n<tr>\n<td>TREPS<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>2.24%<\/td>\n<\/tr>\n<tr>\n<td>Indigrid Infrastructure Trust<\/td>\n<td>Finance<\/td>\n<td>2.2%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>2.09%<\/td>\n<\/tr>\n<tr>\n<td>State Bank of India<\/td>\n<td>Bank<\/td>\n<td>2.08%<\/td>\n<\/tr>\n<tr>\n<td>Axis Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>1.73%<\/td>\n<\/tr>\n<tr>\n<td>Tech Mahindra Ltd.<\/td>\n<td>IT<\/td>\n<td>1.68%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Ltd.<\/td>\n<td>IT<\/td>\n<td>1.65%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 23.24% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-balanced-advantage-fund-g-direct-plan\">Aditya Birla SL Balanced Advantage Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, ICICI Bank Ltd., stands at 4.08%, so no single name dominates the visible portfolio. The gap from the first holding to the tenth is fairly contained, with the tenth position still at 1.65%, which suggests the listed positions are spread across several medium-sized exposures rather than concentrated in one or two oversized bets.<\/p>\n<p>Even so, the top 10 add up to 23.24% and the disclosed portfolio includes 77 holdings overall, so the fund may still rely on a long tail of smaller positions for balance. In our view, that mix points to moderate concentration in the leading names, but not an extreme dependence on the visible top holdings alone.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is better suited to investors who can tolerate High Risk behaviour and are comfortable with a hybrid strategy that may still move sharply over shorter periods. The return pattern suggests a better fit for a medium-to-long investment horizon rather than a quick parking place, because the 1-year, 3-year and 5-year numbers show improvement over time but not in a straight line.<\/p>\n<p>The main trade-off is that the fund has generally held up better than the benchmark across the longer windows, but it has also shown short-term softness. Investors who want some diversification through a hybrid structure and can accept that returns may vary from month to month may find the profile more relevant than someone looking for very stable near-term outcomes.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 0.25% on or before 7D, Nil after 7D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Aditya Birla SL Balanced Advantage Fund Direct Growth Plan?<\/strong><br \/>Its NAV is \u20b9129.89 as of 09 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The fund\u2019s returns are 8.42% over 1 year, 11.92% over 3 years and 10.57% over 5 years.<\/p>\n<p><strong>How has it done versus Nifty 50?<\/strong><br \/>It has outpaced Nifty 50 across the 1-year, 3-year and 5-year periods shown here, and it has also held up better over the recent 1-month and 3-month windows.<\/p>\n<p><strong>How does it compare with peer balanced funds?<\/strong><br \/>Its 1-year return is close to the stronger peer figures in the comparison set, while its 3-year and 5-year returns are competitive but trail the best available peer numbers on those longer horizons.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9100.<\/p>\n<p><strong>Who manages the fund and what is its exit load?<\/strong><br \/>The fund is managed by Harish Krishnan, Lovelish Solanki, Mohit Sharma and Rohit Karan. The exit load is 0.25% on or before 7 days, and nil after 7 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The fund\u2019s short-term path has been uneven, but its 3-year and 5-year returns remain comfortably ahead of the benchmark. Compared with peers, the latest 1-year result is competitive, while the longer-term figures are solid but not the strongest in the listed set. The risk label is High Risk, and the portfolio is led by bank and financial holdings with a long tail of other positions. That makes it more appropriate for investors who can accept variation in pursuit of better medium- to long-term compounding.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 10 September 2026 at 10:57 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Aditya Birla SL Balanced Advantage Fund Direct Growth Plan\",\"identifier\":\"aditya-birla-sl-balanced-advantage-fund-g-direct-plan\",\"category\":\"Hybrid\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":129.89,\"valueReference\":\"as of 09 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"10125 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.67\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":8.42},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":11.92},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":10.57},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Harish Krishnan, Lovelish Solanki, Mohit Sharma, Rohit Karan\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Aditya Birla SL Balanced Advantage Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its NAV is \u20b9129.89 as of 09 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s returns are 8.42% over 1 year, 11.92% over 3 years and 10.57% over 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How has it done versus Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outpaced Nifty 50 across the 1-year, 3-year and 5-year periods shown here, and it has also held up better over the recent 1-month and 3-month windows.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer balanced funds?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is close to the stronger peer figures in the comparison set, while its 3-year and 5-year returns are competitive but trail the best available peer numbers on those longer horizons.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is its exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Harish Krishnan, Lovelish Solanki, Mohit Sharma and Rohit Karan. The exit load is 0.25% on or before 7 days, and nil after 7 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aditya Birla SL Balanced Advantage Fund Direct Growth Plan has a NAV of \u20b9129.89 as of 09 Sep 2026, AUM of \u20b910,125 Cr and 5-year returns of 10.57%.<\/p>\n","protected":false},"author":38,"featured_media":240028,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-224354","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["240028"],"rank_math_title":["Aditya Birla SL Balanced Advantage Fund Review 2026"],"rank_math_description":["Aditya Birla SL Balanced Advantage Fund Direct Growth Plan review: NAV \u20b9129.89, 1Y return 8.42%, 5Y return 10.57%."],"rank_math_focus_keyword":["Aditya Birla SL Balanced Advantage Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Aditya_Birla_SL_Balanced_Advantage_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224354","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=224354"}],"version-history":[{"count":1,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224354\/revisions"}],"predecessor-version":[{"id":240033,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224354\/revisions\/240033"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/240028"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=224354"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=224354"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=224354"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}