
Aditya Birla SL Balanced Advantage Fund(G)-Direct Plan
+10.70%
5Y annualised
+10.70%
5Y annualised
-0.45% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹134.29
Min. SIP amount
₹100
Fund size (AUM)
9847 Cr
Expense ratio
0.67%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹134.29
Min. SIP amount
₹100
Fund size (AUM)
9847 Cr
Expense ratio
0.67%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
36.82%
Mid Cap
21.97%
Small Cap
15.50%
Others
25.71%
Sector Allocation
Bank
14.28%
Finance
12.10%
Corporate Debt
7.56%
It
6.78%
Cash & Cash Equivalents And Net Assets
5.77%
Automobile & Ancillaries
5.74%
Domestic Equities
5.12%
Chemicals
4.00%
Others
37.36%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.25% on or before 7D, Nil after 7D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Harish Krishnan
Present
Lovelish Solanki
Present
Mohit Sharma
Present
Rohit Karan
Present
Similar/Peer Fund Comparison
Aditya Birla SL Balanced Advantage Fund(G)-Direct Plan
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FAQs
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