← All schemes
Aditya Birla Sun Life Balanced Advantage Fund
Aditya Birla Sun Life·
Dynamic Asset Allocation or Balanced Advantage
1Y
+6.49%
3Y
+11.78%
5Y
+10.02%
Since Inception
+11.70%
Sharpe
0.62
Sortino
0.97
Max Drawdown
-8.73%
Volatility
7.70%
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
#2 of 37
Top 5%
3Y CAGR
#3 of 31
Top 10%
5Y CAGR
#5 of 20
Top 25%
Sharpe
#6 of 36
Top 17%