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Aditya Birla Sun Life Balanced Advantage Fund
Aditya Birla Sun Life·
Dynamic Asset Allocation or Balanced Advantage
1Y
+8.95%
3Y
+13.25%
5Y
+10.79%
Since Inception
+12.24%
Sharpe
0.48
Sortino
0.73
Max Drawdown
-8.73%
Volatility
7.82%
Alpha
+4.38%
Beta
1.13
Info Ratio
1.93
Up / Down Capture
127 / 90
NAV (last ~1 year)
Fund details
AMCAditya Birla Sun Life
Fund manager-
Data from2021-04-13
AUM₹8.9K Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#1 of 37
Top 3%
3Y CAGR
#2 of 31
Top 6%
5Y CAGR
#4 of 21
Top 19%
Sharpe
#5 of 36
Top 14%