| Inception Date | 10 Feb 1995 |
| Category | Hybrid Hybrid Equity |
| Type | Open Ended Fund |
| Benchmark | Hybrid Equity Peer Index |
| Category Rank | 3 rd in Hybrid Equity Hybrid |
| Formerly known as Aditya Birla Sun Life Balanced 95 Fund | |
| Min Investment Amount | ₹1,000 |
| Min SIP Investment | ₹100 |
| Alpha | -0.7 |
| Expense Ratio | 1.9% |
| Sharpe Ratio | 0.7 |
| Information Ratio | 0.4 |
| Exit Load | 0-365 Days (1%),365 Days and above(NIL) |
Note: Data shown as on : 31 Jul 2023
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| 10.7% | 17.3% | 8.3% | 18.1% |
Past Return (Absolute)
| 2022 | 2021 | 2020 | 2019 | 2018 |
| -1.7% | 24.2% | 11.7% | 4.8% | -5.0% |
Investors understand that their principal will be at Moderately High risk