
Aditya Birla SL Balanced Advantage Fund(G)-Direct Plan
+9.97%
5Y annualised
+9.97%
5Y annualised
-1.13% 1D
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Buy, Hold or Sell?
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NAV : 15 Sep 2026
₹128.02
Min. SIP amount
₹100
Fund size (AUM)
10125 Cr
Expense ratio
0.67%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 15 Sep 2026
₹128.02
Min. SIP amount
₹100
Fund size (AUM)
10125 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
37.48%
Mid Cap
20.55%
Small Cap
14.31%
Others
27.66%
Sector Allocation
Bank
15.81%
Corporate Debt
12.04%
Finance
9.26%
It
5.72%
Automobile & Ancillaries
5.27%
Domestic Equities
5.10%
Cash & Cash Equivalents And Net Assets
4.20%
Healthcare
3.56%
Others
37.96%
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
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FAQs
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