Aditya Birla SL Balanced Advantage Fund(G)-Direct Plan
+11.19%
5Y annualised
+11.19%
5Y annualised
-0.12% 1D
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Buy, Hold or Sell?
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NAV : 24 Aug 2026
₹131.64
Min. SIP amount
₹100
Fund size (AUM)
9804 Cr
Expense ratio
0.67%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 24 Aug 2026
₹131.64
Min. SIP amount
₹100
Fund size (AUM)
9804 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
39.15%
Mid Cap
20.66%
Small Cap
14.06%
Others
26.13%
Sector Allocation
Bank
28.99%
Corporate Debt
10.43%
Finance
6.79%
Healthcare
6.11%
It
5.00%
Automobile & Ancillaries
4.66%
Cash & Cash Equivalents And Net Assets
4.10%
Domestic Equities
3.22%
Others
29.66%
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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