Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option

Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option of Aditya Birla Sun Life Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.98

Age

NA Years

Fund Manager

Mohit Sharma

AuM (Rs Crores)

3060.7901

Asset Class

Hybrid-Equity

Net Asset Value:

53.83

Rating

2

Exit Load

0.01

Fund Type

Balanced

SEBI Category

Dynamic Asset Allocation or Balanced Advantage

Turnover Ratio(Monthly)

4.79 Times

Fund Manager Details:

Mohit Sharma B Tech (IIT - Madras) and PGDCM (IIM Calcutta). He has around 1 years of experience of which 7 years is in financial markets. He joined Birla Sun AMC in October 215. Prior to joining Birla AMC, he ran his own healthcare-tech business (June 212 - May 215). he has also worked as an Interest Rates Trader in Standard Chartered Bank (May 27 - June 211) and ICICI Bank Ltd (June 26 - April 27). He started his career in the Equity Research in Irevna Ltd (June 25 - June 26).

Objective:

The fund seeks to generate long term growth of capital and current income by investing in a mixture of equity and fixed income securities. This Scheme will, under normal market conditions, invest approximately 6% of its net assets in equity and equity-related instruments. These generate long-term growth and the balance 4% in fixed income securities, money market instruments, cash and cash equivalents.

Top Holdings:

  • Banks (13.43)
  • Automobile (6.49)
  • Tobacco Products (6.35)
  • IT - Software (5.7)
  • Finance (5.25)
  • Pharmaceuticals (4.82)
  • FMCG (3.97)
  • Mining & Mineral products (2.11)
  • Telecomm-Service (1.77)
  • Insurance (1.44)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition