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HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth

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

Aditya Birla Sun Life · Scheme 131670

₹131.24▼ 0.16%NAV · 2026-09-18
65
Decent FundScore
Start SIP
AUM
₹9,804 cr
Expense ratio
0.90%
3Y CAGR
13.1%
Risk level
Moderately High
Min SIP
₹100
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Fund manager: Vineet Maloo, Mohit SharmaExit load: Exit load of 0.25%, if redeemed within 7 days.
Decent · 65/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • ✓3Y CAGR vs category: +2.0% vs category avg
  • ✓1Y return vs category: +3.9% vs category avg
  • ✓Positive 3Y windows: 99% of rolling 3Y windows positive

📉 What could drag it down

  • •1Y return: +8.9%
  • •Sharpe ratio: 0.53

FundScore breakdown

65/100 · Decent
How it works →
57
Returns
Decent
85
Consistency
Excellent
38
Risk-adjusted
Weak
67
Downside protection
Decent
76
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.