{"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":"2026-08-31T15:13:18","modified_gmt":"2026-08-31T09:43:18","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> is priced at \u20b9131.72 as of 28 August 2026, with a scheme AUM of \u20b99,804 Cr. Its 1-year, 3-year and 5-year returns are 10.11%, 12.96% and 11.14%, and the scheme is marked High Risk. Our view is that the fund has delivered a steady medium- to long-term profile, but the risk label and equity-linked portfolio mix mean it suits investors who are comfortable with fluctuations.<\/p>\n<p>The current mix is balanced across market caps, but the banking sleeve is large and can shape performance. That makes the fund more relevant for investors who want a hybrid allocation with meaningful equity participation rather than a low-volatility debt-first approach.<\/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>Metric<\/th>\n<th>Value<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9131.72<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b99,804 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% if units are sold on or before 7 days; nil after 7 days<\/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 28 Aug 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>1.28%<\/td>\n<td>-0.85%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>6.34%<\/td>\n<td>3.39%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>10.11%<\/td>\n<td>-2.29%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>12.96%<\/td>\n<td>6.40%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>11.14%<\/td>\n<td>7.13%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent behaviour has been stronger than the benchmark. The fund was positive over 1 month and 3 months while the benchmark was softer, and that gap became much wider over 1 year.<\/p>\n<p>The longer record is also constructive. The 3-year and 5-year returns are both comfortably above the benchmark, which tells us the fund has compounded better than the index over a fuller market cycle rather than only in a short rebound phase.<\/p>\n<p>The path has not been perfectly smooth, though. The one-year pattern shows some intermittent weakness before recovery, so the fund still behaves like a risk-taking hybrid strategy rather than a steadier debt-led product.<\/p>\n<p>Overall, the return profile points to moderate consistency with occasional drawdowns, followed by recovery. That combination is useful for investors who can stay invested through uneven stretches and want the portfolio to participate more in market upside than a conservative hybrid scheme would.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 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\/baroda-bnp-paribas-balanced-advantage-fund-g-direct-plan\">Baroda BNP Paribas Balanced Advantage Fund Direct Growth Plan<\/a><\/td>\n<td>11.29%<\/td>\n<td>13.71%<\/td>\n<td>12.35%<\/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>10.11%<\/td>\n<td>12.96%<\/td>\n<td>11.14%<\/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>9.10%<\/td>\n<td>11.95%<\/td>\n<td>10.49%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bajaj-finserv-balanced-advantage-fund-g-direct-plan\">Bajaj Finserv Balanced Advantage Fund Direct Growth Plan<\/a><\/td>\n<td>8.90%<\/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\/bank-of-india-balanced-advantage-fund-g-direct-plan\">Bank of India Balanced Advantage Fund Direct Growth Plan<\/a><\/td>\n<td>8.88%<\/td>\n<td>10.60%<\/td>\n<td>11.12%<\/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 behind the strongest peer in this group but ahead of the other funds shown. The same pattern continues over 3 years and 5 years, where it remains above two peers with available data and close to one that is only slightly lower over the 5-year period.<\/p>\n<p>The short-term and longer-term view broadly match: the fund is not the most aggressive performer in this set, yet it has held a stable position in the upper half of the return range on the figures available here. That makes the peer read supportive, especially because the longer-term numbers are not dependent on a single strong year.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 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>Market-cap bucket<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Large cap<\/td>\n<td>39.15%<\/td>\n<\/tr>\n<tr>\n<td>Mid cap<\/td>\n<td>20.66%<\/td>\n<\/tr>\n<tr>\n<td>Small cap<\/td>\n<td>14.06%<\/td>\n<\/tr>\n<tr>\n<td>Other cap<\/td>\n<td>26.13%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<table>\n<thead>\n<tr>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<th>Key holdings<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>BANK<\/td>\n<td>28.99%<\/td>\n<td>KOTAK MAHINDRA BANK LIMITED (14.84%), ICICI BANK LIMITED (2.81%)<\/td>\n<\/tr>\n<tr>\n<td>CORPORATE DEBT<\/td>\n<td>10.43%<\/td>\n<td>7.50% CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED (30\/09\/2026) ** (1.17%), 8.92% CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED (02\/12\/2034) ** (0.79%)<\/td>\n<\/tr>\n<tr>\n<td>FINANCE<\/td>\n<td>6.79%<\/td>\n<td>NEXUS SELECT TRUST (1.06%), INDIA GRID TRUST (1.04%)<\/td>\n<\/tr>\n<tr>\n<td>HEALTHCARE<\/td>\n<td>6.11%<\/td>\n<td>METROPOLIS HEALTHCARE LIMITED (3.11%), AJANTA PHARMACEUTICALS LIMITED (0.63%)<\/td>\n<\/tr>\n<tr>\n<td>IT<\/td>\n<td>5.00%<\/td>\n<td>INFOSYS LIMITED (1.55%), TECH MAHINDRA LIMITED (1.22%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The market-cap mix is fairly balanced for a hybrid fund, with large caps at 39.15% and a meaningful 20.66% in mid caps. Small caps at 14.06% add another layer of equity sensitivity, while the 26.13% in other cap categories keeps the structure broad.<\/p>\n<p>The largest sector, BANK at 28.99%, is materially bigger than every other named sector. That gap suggests banking could have the greatest influence on near-term portfolio behaviour, especially because Kotak Mahindra Bank alone carries 14.84% weight.<\/p>\n<p>Corporate debt at 10.43% provides a stabilising element, but it is still much smaller than the banking book. Healthcare, IT and Finance each sit in the mid-single digits, so they may contribute diversification more than dominate returns. Overall, the portfolio looks built to participate in market upside while still keeping some allocation to debt and other assets.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 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 fits investors who are comfortable with High Risk and can tolerate periods of uneven performance. The 1-year result is positive, and the 3-year and 5-year records are stronger than the benchmark, which suits investors looking beyond short holding periods.<\/p>\n<p>The main trade-off is that the fund does not behave like a low-volatility hybrid option. The meaningful equity exposure, led by banks and supported by mid- and small-cap allocation, can create swings even when long-term compounding stays constructive. It is better suited to investors who want hybrid participation with a willingness to stay invested through market shifts.<\/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><strong>Exit load:<\/strong> 0.25% if units are sold on or before 7 days; nil after 7 days.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 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 \/>The current NAV is \u20b9131.72 as of 28 August 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 10.11% for 1 year, 12.96% for 3 years and 11.14% for 5 years.<\/p>\n<p><strong>How does it compare with the benchmark?<\/strong><br \/>It has outperformed the Nifty 50 across 1 month, 3 months, 1 year, 3 years and 5 years. The longer stretch is especially notable because the gap remains positive over both 3 years and 5 years.<\/p>\n<p><strong>How does it compare with the peer funds listed here?<\/strong><br \/>Its recent and longer-term returns are above some peers shown here, while the strongest peer in the list has higher 1-year, 3-year and 5-year figures. That places the fund in a competitive position without being the highest in this set.<\/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 the exit load?<\/strong><br \/>The fund is managed by Harish Krishnan, Lovelish Solanki, Mohit Sharma and Rohit Karan. The exit load is 0.25% if units are sold 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>Aditya Birla SL Balanced Advantage Fund Direct Growth Plan shows a clearer long-term story than a short-term one: recent returns are positive, and the 3-year and 5-year figures stay ahead of the benchmark. Against the peer set shown here, it is competitive on available return data without leading the pack. The High Risk label and the 28.99% banking exposure mean it is not a defensive hybrid option, but the broad market-cap mix may support diversification.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 31 August 2026 at 3:11 PM 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\":131.72,\"valueReference\":\"as of 28 Aug 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"9804 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.67\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":10.1062},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":12.9621},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":11.1352},{\"@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\":\"The current NAV is \u20b9131.72 as of 28 August 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 10.11% for 1 year, 12.96% for 3 years and 11.14% for 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outperformed the Nifty 50 across 1 month, 3 months, 1 year, 3 years and 5 years. The longer stretch is especially notable because the gap remains positive over both 3 years and 5 years.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its recent and longer-term returns are above some peers shown here, while the strongest peer in the list has higher 1-year, 3-year and 5-year figures. That places the fund in a competitive position without being the highest in this set.\"}},{\"@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 the 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% if units are sold on or before 7 days, and nil after 7 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Person\",\"name\":\"{{ANALYST_NAME}}\",\"affiliation\":{\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\"},\"description\":\"Uniapps Investment Adviser Pvt. Ltd. \u2014 SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Aditya Birla SL Balanced Advantage Fund Direct Growth Plan has a \u20b9131.72 NAV, \u20b99,804 Cr AUM, 10.11% 1Y return and High Risk profile as of 28 Aug 2026.<\/p>\n","protected":false},"author":29,"featured_media":224353,"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":["224353"],"rank_math_title":["Aditya Birla SL Balanced Advantage Fund Review"],"rank_math_description":["Aditya Birla SL Balanced Advantage Fund Direct Growth Plan has a \u20b9131.72 NAV and 10.11% 1Y return, with 12.96% 3Y and 11.14% 5Y returns."],"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\/08\/Aditya_Birla_SL_Balanced_Advantage_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_bullish.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\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=224354"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224354\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/224353"}],"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}]}}