Monzy

Aditya Birla Sun Life Balanced Advantage Fund

Annual Returns

5Y5-Year Return
9.1%
3Y3-Year Return
10.8%
1Y1-Year Return
0.6%
  • 12 yrs track record.

  • Risk band: moderately high.

Returns calculator

Your investment

In

Worst Period

10.5%

₹2,71,466

Typical Period

12.1%

₹3,12,598

Best Period

13.6%

₹3,58,714

Based on investments started between 13 Oct 2014 and 21 Oct 2016.

Based on historical returns. Future returns may be higher or lower.

Fund snapshot

₹9,894.87 Cr

🏦 AUM (Fund size)

10.89%

📈 Returns since inception (p.a.)

0.89%

⭐ Yearly fund fee

₹124.31

📅 NAV as of today

Historical NAV & Returns

Oct 2016Today

Fund overview / numbers that matter

Start your investment from

SIP ₹100 · Lumpsum ₹1,000

0.89% Total Expense Ratio

12 yrs old · Moderately High Risk

Understand Mutual Fund Taxation here.

Things to keep in mind

⚠️ Moderately High risk — equity NAV can swing sharply, especially over short periods.

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Recommendation based on your answers.
Mutual funds are subject to market risk - read all scheme documents carefully.