ਆਦਿਤਿਆ ਬਿਰਲਾ ਸਨ ਲਾਈਫ ਮਿਉਚੁਅਲ ਫੰਡ 2022 ਦੁਆਰਾ 6 ਸਭ ਤੋਂ ਵਧੀਆ ਸੰਤੁਲਿਤ ਫੰਡ

Updated on September 27, 2026 , 5455 views

ਲੰਬੇ ਸਮੇਂ ਤੋਂ, ਸੰਤੁਲਿਤਮਿਉਚੁਅਲ ਫੰਡ ਨੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਵਧੀਆ ਰਿਟਰਨ ਦਿੱਤਾ ਹੈ ਅਤੇ ਉਹਨਾਂ ਨੂੰ ਪੂਰਾ ਕਰਨ ਵਿੱਚ ਉਹਨਾਂ ਦੀ ਮਦਦ ਕੀਤੀ ਹੈਵਿੱਤੀ ਟੀਚੇ. ਇਹ ਫੰਡ, ਹਾਈਬ੍ਰਿਡ ਫੰਡਾਂ ਵਜੋਂ ਜਾਣੇ ਜਾਂਦੇ ਹਨ, ਕਰਜ਼ੇ ਅਤੇ ਦੋਵਾਂ ਵਿੱਚ ਪੈਸਾ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਇਕੁਇਟੀ ਫੰਡ. ਦਸੰਤੁਲਿਤ ਫੰਡ ਆਮ ਤੌਰ 'ਤੇ ਇਕੁਇਟੀਜ਼ ਵਿਚ ਆਪਣੀ ਪੋਰਟਫੋਲੀਓ ਸੰਪਤੀਆਂ ਦਾ 65 - 75% ਤੱਕ ਰੱਖਦਾ ਹੈ ਅਤੇ ਸਥਿਰ ਵਿੱਚ ਬਕਾਇਆਆਮਦਨ ਪ੍ਰਤੀਭੂਤੀਆਂ

ਬਿਰਲਾ ਸਨ ਲਾਈਫ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਕੁਝ ਸਭ ਤੋਂ ਪੁਰਾਣੀਆਂ ਸੰਤੁਲਿਤ ਸਕੀਮਾਂ ਰੱਖਦੀਆਂ ਹਨਬਜ਼ਾਰ. ਉਦਾਹਰਣ ਦੇ ਲਈ, ਆਦਿਤਿਆ ਬਿਰਲਾ ਸਨ ਲਾਈਫ ਇਕੁਇਟੀ ਹਾਈਬ੍ਰਿਡ 95 ਫੰਡ ਇੱਕ ਸ਼ਾਨਦਾਰ ਟਰੈਕ ਰਿਕਾਰਡ ਦੇ ਨਾਲ ਸਭ ਤੋਂ ਪੁਰਾਣੀ ਸੰਤੁਲਿਤ ਫੰਡ ਯੋਜਨਾਵਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹੈ। 10 ਸਾਲਾਂ ਤੋਂ ਵੱਧ ਸਮੇਂ ਤੋਂ, ਫੰਡ ਨੇ ਮਾਰਕੀਟ ਵਿੱਚ ਲਗਾਤਾਰ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕੀਤਾ ਹੈ।

ਨਿਵੇਸ਼ਕ ਜੋ ਇਸ ਨਾਲ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨਏ.ਐਮ.ਸੀ, ਇੱਥੇ ਬਿਰਲਾ ਸਨ ਲਾਈਫ ਮਿਉਚੁਅਲ ਫੰਡ ਦੁਆਰਾ ਚੋਟੀ ਦੇ 6 ਸਭ ਤੋਂ ਵਧੀਆ ਸੰਤੁਲਿਤ ਫੰਡ ਹਨ। ਇਹ ਫੰਡ ਕੁਝ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡਾਂ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਆਦਿ

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ਦੋਵਾਂ ਵਿੱਚੋਂ ਵਧੀਆ

ਸੰਤੁਲਿਤ ਫੰਡ ਘੱਟ ਅਸਥਿਰ ਹੁੰਦੇ ਹਨ। ਉਹ ਇਕੁਇਟੀ ਅਤੇ ਦੋਵਾਂ ਵਿੱਚੋਂ ਸਭ ਤੋਂ ਵਧੀਆ ਪੇਸ਼ਕਸ਼ ਕਰਦੇ ਹਨਕਰਜ਼ਾ ਫੰਡ ਇਕੁਇਟੀ ਕੰਪੋਨੈਂਟ ਦੁਆਰਾ ਉੱਚ ਰਿਟਰਨ ਅਤੇ ਕਰਜ਼ੇ ਦੇ ਹਿੱਸੇ ਦੁਆਰਾ ਸਥਿਰਤਾ ਨੂੰ ਯਕੀਨੀ ਬਣਾਉਣਾ।

ਘੱਟ/ਮੱਧ ਜੋਖਮ, ਉੱਚ ਰਿਟਰਨ

ਦੇ ਉਤੇਆਧਾਰ ਸੰਪਤੀਆਂ ਦੀ ਵੰਡ, ਸੰਤੁਲਿਤ ਫੰਡਾਂ 'ਤੇ ਰਿਟਰਨ ਜੋਖਮ ਨੂੰ ਐਡਜਸਟ ਕੀਤਾ ਜਾਂਦਾ ਹੈ। ਨਾਲਨਿਵੇਸ਼ ਵਿੱਚਛੋਟੀ ਕੈਪ ਅਤੇਮਿਡ-ਕੈਪ ਸਟਾਕ, ਇਕੁਇਟੀ ਲਾਭ ਬਹੁਤ ਜ਼ਿਆਦਾ ਹਨ ਅਤੇ ਸੰਬੰਧਿਤ ਜੋਖਮਕਾਰਕ ਕਰਜ਼ੇ ਦੇ ਨਿਵੇਸ਼ ਦੁਆਰਾ ਨਿਯੰਤਰਿਤ ਕੀਤਾ ਜਾਂਦਾ ਹੈ.

ਸਰਬੋਤਮ ਬਿਰਲਾ ਸਨ ਲਾਈਫ ਬੈਲੇਂਸਡ ਮਿਉਚੁਅਲ ਫੰਡ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)	Sub Cat.
Aditya Birla Sun Life Regular Savings Fund Growth	₹69.504 ↓ -0.05	₹1,502	-0.5	3.3	3.1	7.5	6.9	7.1	Hybrid Debt
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth	₹1,489.01 ↓ -4.88	₹7,210	-1.6	4.9	-1.3	8.2	6.6	7.2	Hybrid Equity
Aditya Birla Sun Life Arbitrage Fund Growth	₹28.4374 ↓ -0.07	₹26,939	1.2	2.6	5.7	6.6	6	6.4	Arbitrage
Aditya Birla Sun Life Balanced Advantage Fund Growth	₹110.33 ↓ -0.51	₹10,125	-0.2	6.4	4.4	9.9	8.5	10.1	Dynamic Allocation
Aditya Birla Sun Life Equity Savings Fund Growth	₹23.17 ↓ -0.01	₹1,130	0.3	3.1	4.2	7.2	5.7	9	Equity Savings
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Regular Savings Fund	Aditya Birla Sun Life Equity Hybrid 95 Fund	Aditya Birla Sun Life Arbitrage Fund	Aditya Birla Sun Life Balanced Advantage Fund	Aditya Birla Sun Life Equity Savings Fund
Point 1	Bottom quartile AUM (₹1,502 Cr).	Lower mid AUM (₹7,210 Cr).	Highest AUM (₹26,939 Cr).	Upper mid AUM (₹10,125 Cr).	Bottom quartile AUM (₹1,130 Cr).
Point 2	Established history (22+ yrs).	Oldest track record among peers (31 yrs).	Established history (17+ yrs).	Established history (26+ yrs).	Established history (11+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Not Rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderate.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 6.91% (upper mid).	5Y return: 6.63% (lower mid).	5Y return: 6.01% (bottom quartile).	5Y return: 8.51% (top quartile).	5Y return: 5.75% (bottom quartile).
Point 6	3Y return: 7.46% (lower mid).	3Y return: 8.23% (upper mid).	3Y return: 6.56% (bottom quartile).	3Y return: 9.88% (top quartile).	3Y return: 7.18% (bottom quartile).
Point 7	1Y return: 3.10% (bottom quartile).	1Y return: -1.33% (bottom quartile).	1Y return: 5.74% (top quartile).	1Y return: 4.42% (upper mid).	1Y return: 4.23% (lower mid).
Point 8	1M return: -1.45% (lower mid).	1M return: -5.02% (bottom quartile).	1M return: 0.21% (top quartile).	1M return: -3.76% (bottom quartile).	1M return: -1.24% (upper mid).
Point 9	Alpha: 0.32 (top quartile).	Alpha: -0.07 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: -0.01 (bottom quartile).	Sharpe: -0.05 (bottom quartile).	Sharpe: 0.36 (top quartile).	Sharpe: 0.35 (upper mid).	Sharpe: 0.12 (lower mid).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,502 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 6.91% (upper mid).
3Y return: 7.46% (lower mid).
1Y return: 3.10% (bottom quartile).
1M return: -1.45% (lower mid).
Alpha: 0.32 (top quartile).
Sharpe: -0.01 (bottom quartile).

Aditya Birla Sun Life Equity Hybrid 95 Fund

Lower mid AUM (₹7,210 Cr).
Oldest track record among peers (31 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 6.63% (lower mid).
3Y return: 8.23% (upper mid).
1Y return: -1.33% (bottom quartile).
1M return: -5.02% (bottom quartile).
Alpha: -0.07 (bottom quartile).
Sharpe: -0.05 (bottom quartile).

Aditya Birla Sun Life Arbitrage Fund

Highest AUM (₹26,939 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
5Y return: 6.01% (bottom quartile).
3Y return: 6.56% (bottom quartile).
1Y return: 5.74% (top quartile).
1M return: 0.21% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.36 (top quartile).

Aditya Birla Sun Life Balanced Advantage Fund

Upper mid AUM (₹10,125 Cr).
Established history (26+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.51% (top quartile).
3Y return: 9.88% (top quartile).
1Y return: 4.42% (upper mid).
1M return: -3.76% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.35 (upper mid).

Aditya Birla Sun Life Equity Savings Fund

Bottom quartile AUM (₹1,130 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 5.75% (bottom quartile).
3Y return: 7.18% (bottom quartile).
1Y return: 4.23% (lower mid).
1M return: -1.24% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.12 (lower mid).

1. Aditya Birla Sun Life Regular Savings Fund

(Erstwhile Aditya Birla Sun Life MIP II - Wealth 25 Plan)

An Open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.

Research Highlights for Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,502 Cr).
Established history (22+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 6.91% (upper mid).
3Y return: 7.46% (lower mid).
1Y return: 3.10% (bottom quartile).
1M return: -1.45% (lower mid).
Alpha: 0.32 (top quartile).
Sharpe: -0.01 (bottom quartile).
Information ratio: 0.32 (top quartile).

Below is the key information for Aditya Birla Sun Life Regular Savings Fund

Aditya Birla Sun Life Regular Savings Fund Growth
Launch Date	22 May 04
NAV (29 Sep 26)	₹69.504 ↓ -0.05 (-0.07 %)
Net Assets (Cr)	₹1,502 on 31 Aug 26
Category	Hybrid - Hybrid Debt
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.86
Sharpe Ratio	-0.01
Information Ratio	0.32
Alpha Ratio	0.32
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,593
31 Aug 23	₹11,361
31 Aug 24	₹12,787
31 Aug 25	₹13,624
31 Aug 26	₹14,365

Aditya Birla Sun Life Regular Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992 Invest Now

Returns for Aditya Birla Sun Life Regular Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26

Duration	Returns
1 Month	-1.5%
3 Month	-0.5%
6 Month	3.3%
1 Year	3.1%
3 Year	7.5%
5 Year	6.9%
10 Year
15 Year
Since launch	9.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.1%
2023	10.5%
2022	9.6%
2021	5.3%
2020	13.4%
2019	9.2%
2018	5.8%
2017	-2.2%
2016	15.5%
2015	13.1%

Fund Manager information for Aditya Birla Sun Life Regular Savings Fund

Name	Since	Tenure
Mohit Sharma	31 Oct 24	1.84 Yr.
Harshil Suvarnkar	22 Mar 21	5.45 Yr.

Data below for Aditya Birla Sun Life Regular Savings Fund as on 31 Aug 26

Asset Allocation

Asset Class	Value
Cash	10.56%
Equity	23.02%
Debt	66.08%
Other	0.34%

Equity Sector Allocation

Sector	Value
Financial Services	7.8%
Health Care	2.84%
Consumer Cyclical	2.39%
Industrials	1.98%
Basic Materials	1.94%
Real Estate	1.43%
Technology	1.16%
Communication Services	1.11%
Utility	0.91%
Consumer Defensive	0.83%
Energy	0.63%

Debt Sector Allocation

Sector	Value
Corporate	52.56%
Government	19.65%
Cash Equivalent	4.42%

Credit Quality

Rating	Value
A	5.77%
AA	32.85%
AAA	61.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cholamandalam Investment And Finance Company Limited Debentures \| -	4%	₹55 Cr	5,500
Muthoot Finance Limited Debentures \| -	3%	₹50 Cr	5,000
India (Republic of) - \| -	3%	₹50 Cr	5,000,000
Tata Capital Housing Finance Limited Debentures \| -	3%	₹49 Cr	4,982
Jtpm Metal TRaders Limited Debentures \| -	3%	₹47 Cr	4,316
Adani Power Limited Debentures \| -	2%	₹35 Cr	3,500
Nuvama Wealth Finance Limited Debentures \| -	2%	₹30 Cr	3,000
Bharti Telecom Limited Debentures \| -	2%	₹30 Cr	3,000
Jubilant Bevco Limited Debentures \| -	2%	₹28 Cr	2,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	2%	₹28 Cr	206,000

2. Aditya Birla Sun Life Equity Hybrid 95 Fund

(Erstwhile Aditya Birla Sun Life Balanced 95 Fund)

An Open ended Balanced Scheme with the objective to generate long term growth of capital and current income, through a portfolio with a target allocation of 60% equity and 40% debt and money market securities. The secondary objective is income generation and distribution of dividend.

Research Highlights for Aditya Birla Sun Life Equity Hybrid 95 Fund

Lower mid AUM (₹7,210 Cr).
Oldest track record among peers (31 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 6.63% (lower mid).
3Y return: 8.23% (upper mid).
1Y return: -1.33% (bottom quartile).
1M return: -5.02% (bottom quartile).
Alpha: -0.07 (bottom quartile).
Sharpe: -0.05 (bottom quartile).
Information ratio: 0.08 (upper mid).

Below is the key information for Aditya Birla Sun Life Equity Hybrid 95 Fund

Aditya Birla Sun Life Equity Hybrid 95 Fund Growth
Launch Date	10 Feb 95
NAV (29 Sep 26)	₹1,489.01 ↓ -4.88 (-0.33 %)
Net Assets (Cr)	₹7,210 on 31 Aug 26
Category	Hybrid - Hybrid Equity
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.86
Sharpe Ratio	-0.05
Information Ratio	0.08
Alpha Ratio	-0.07
Min Investment	1,000
Min SIP Investment	100
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,027
31 Aug 23	₹10,982
31 Aug 24	₹14,266
31 Aug 25	₹14,173
31 Aug 26	₹14,747

Aditya Birla Sun Life Equity Hybrid 95 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992 Invest Now

Returns for Aditya Birla Sun Life Equity Hybrid 95 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26

Duration	Returns
1 Month	-5%
3 Month	-1.6%
6 Month	4.9%
1 Year	-1.3%
3 Year	8.2%
5 Year	6.6%
10 Year
15 Year
Since launch	17.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.2%
2023	15.3%
2022	21.3%
2021	-1.7%
2020	24.2%
2019	11.7%
2018	4.8%
2017	-5%
2016	25.9%
2015	8.9%

Fund Manager information for Aditya Birla Sun Life Equity Hybrid 95 Fund

Name	Since	Tenure
Chanchal Khandelwal	17 Feb 23	3.54 Yr.
Harshil Suvarnkar	22 Mar 21	5.45 Yr.

Data below for Aditya Birla Sun Life Equity Hybrid 95 Fund as on 31 Aug 26

Asset Allocation

Asset Class	Value
Cash	2.7%
Equity	78.94%
Debt	18.36%

Equity Sector Allocation

Sector	Value
Financial Services	26.15%
Consumer Cyclical	11.11%
Industrials	10.79%
Health Care	6.58%
Basic Materials	5.99%
Technology	5.06%
Energy	4.3%
Consumer Defensive	3.95%
Communication Services	2.92%
Real Estate	1.19%
Utility	0.91%

Debt Sector Allocation

Sector	Value
Corporate	13.68%
Government	5.42%
Cash Equivalent	1.97%

Credit Quality

Rating	Value
AA	21.34%
AAA	78.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 13 \| ICICIBANK	6%	₹465 Cr	3,200,000 ↓ -50,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	5%	₹333 Cr	4,703,284
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 18 \| RELIANCE	4%	₹265 Cr	2,078,812
Bharti Airtel Ltd (Communication Services) Equity, Since 15 Aug 21 \| BHARTIARTL	3%	₹210 Cr	1,160,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹200 Cr	1,887,312
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| 532215	3%	₹191 Cr	1,467,860
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	2%	₹145 Cr	1,375,530
Cholamandalam Investment And Finance Company Limited Debentures \| -	2%	₹145 Cr	14,500
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 15 Jul 22 \| M&M	2%	₹138 Cr	420,000 ↓ -10,000
Infosys Ltd (Technology) Equity, Since 31 May 11 \| INFY	2%	₹136 Cr	1,197,189

3. Aditya Birla Sun Life Arbitrage Fund

(Erstwhile Aditya Birla Sun Life Enhanced Arbitrage Fund)

An Open ended Equity Scheme with an investment objective to generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Futures).

Research Highlights for Aditya Birla Sun Life Arbitrage Fund

Highest AUM (₹26,939 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
5Y return: 6.01% (bottom quartile).
3Y return: 6.56% (bottom quartile).
1Y return: 5.74% (top quartile).
1M return: 0.21% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.36 (top quartile).
Information ratio: 0.00 (lower mid).

Below is the key information for Aditya Birla Sun Life Arbitrage Fund

Aditya Birla Sun Life Arbitrage Fund Growth
Launch Date	24 Jul 09
NAV (29 Sep 26)	₹28.4374 ↓ -0.07 (-0.24 %)
Net Assets (Cr)	₹26,939 on 31 Jul 26
Category	Hybrid - Arbitrage
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.03
Sharpe Ratio	0.36
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-30 Days (0.5%),30 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,323
31 Aug 23	₹11,001
31 Aug 24	₹11,825
31 Aug 25	₹12,627
31 Aug 26	₹13,376

Aditya Birla Sun Life Arbitrage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992 Invest Now

Returns for Aditya Birla Sun Life Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26

Duration	Returns
1 Month	0.2%
3 Month	1.2%
6 Month	2.6%
1 Year	5.7%
3 Year	6.6%
5 Year	6%
10 Year
15 Year
Since launch	6.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.4%
2023	7.5%
2022	7.1%
2021	4.1%
2020	3.8%
2019	4.1%
2018	6.2%
2017	6%
2016	5.6%
2015	6.5%

Fund Manager information for Aditya Birla Sun Life Arbitrage Fund

Name	Since	Tenure
Lovelish Solanki	15 Dec 14	11.72 Yr.
Mohit Sharma	3 Mar 25	1.5 Yr.
Krina Mehta	2 Oct 25	0.91 Yr.

Data below for Aditya Birla Sun Life Arbitrage Fund as on 31 Jul 26

Asset Allocation

Asset Class	Value
Cash	92.39%
Debt	7.94%

Equity Sector Allocation

Sector	Value
Consumer Defensive	0.85%
Basic Materials	0.65%
Health Care	0.2%
Consumer Cyclical	0.02%
Technology	0.01%
Real Estate	0%
Financial Services	0%

Debt Sector Allocation

Sector	Value
Cash Equivalent	79.02%
Corporate	14.98%
Government	6.35%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aditya BSL Money Market Dir Gr Investment Fund \| -	10%	₹2,729 Cr	67,468,928
Future on ICICI Bank Ltd Derivatives \| -	4%	-₹979 Cr
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 24 \| ICICIBANK	4%	₹977 Cr	6,720,700
Aditya BSL Fltng Intst Rts Dir Gr Investment Fund \| -	4%	₹956 Cr	24,863,082
Future on HDFC Bank Ltd Derivatives \| -	3%	-₹928 Cr
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 21 \| HDFCBANK	3%	₹919 Cr	12,965,550 ↑ 1,337,050
Future on Reliance Industries Ltd Derivatives \| -	3%	-₹844 Cr
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 18 \| RELIANCE	3%	₹828 Cr	6,483,000 ↓ -7,500
Future on Vodafone Idea Ltd Derivatives \| -	3%	-₹750 Cr
Vodafone Idea Ltd (Communication Services) Equity, Since 30 Nov 20 \| 532822	3%	₹730 Cr	509,759,700 ↑ 14,223,525

4. Aditya Birla Sun Life Balanced Advantage Fund

The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.

Research Highlights for Aditya Birla Sun Life Balanced Advantage Fund

Upper mid AUM (₹10,125 Cr).
Established history (26+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.51% (top quartile).
3Y return: 9.88% (top quartile).
1Y return: 4.42% (upper mid).
1M return: -3.76% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.35 (upper mid).
Information ratio: 0.00 (bottom quartile).

Below is the key information for Aditya Birla Sun Life Balanced Advantage Fund

Aditya Birla Sun Life Balanced Advantage Fund Growth
Launch Date	25 Apr 00
NAV (29 Sep 26)	₹110.33 ↓ -0.51 (-0.46 %)
Net Assets (Cr)	₹10,125 on 31 Aug 26
Category	Hybrid - Dynamic Allocation
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	0.35
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	100
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹10,276
31 Aug 23	₹11,369
31 Aug 24	₹14,114
31 Aug 25	₹14,509
31 Aug 26	₹15,791

Aditya Birla Sun Life Balanced Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Aditya Birla Sun Life Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26

Duration	Returns
1 Month	-3.8%
3 Month	-0.2%
6 Month	6.4%
1 Year	4.4%
3 Year	9.9%
5 Year	8.5%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.1%
2023	13%
2022	16.5%
2021	4.2%
2020	13.4%
2019	15.4%
2018	8.1%
2017	0.7%
2016	15.2%
2015	16.3%

Fund Manager information for Aditya Birla Sun Life Balanced Advantage Fund

Name	Since	Tenure
Harish Krishnan	31 Oct 24	1.84 Yr.
Lovelish Solanki	9 Oct 19	6.9 Yr.
Mohit Sharma	1 Apr 17	9.42 Yr.
Rohit Karan	2 Apr 26	0.42 Yr.

Data below for Aditya Birla Sun Life Balanced Advantage Fund as on 31 Aug 26

Asset Allocation

Asset Class	Value
Equity	86.82%
Debt	15.58%

Equity Sector Allocation

Sector	Value
Financial Services	24.91%
Consumer Cyclical	9.94%
Industrials	9.25%
Basic Materials	8.1%
Technology	7.03%
Consumer Defensive	6.34%
Health Care	5.87%
Energy	5.3%
Real Estate	4.01%
Utility	3.81%
Communication Services	2%

Debt Sector Allocation

Sector	Value
Corporate	12.92%
Government	2.66%

Credit Quality

Rating	Value
AA	37.09%
AAA	62.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	4%	₹413 Cr	2,839,476
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 18 \| KOTAKBANK	3%	₹293 Cr	6,982,513
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 17 \| HDFCBANK	3%	₹263 Cr	3,708,552
IndiGrid Infrastructure Trust Units Series - IV (Utilities) Equity, Since 31 Dec 23 \| INDIGRID	2%	₹223 Cr	12,713,026
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 18 \| RELIANCE	2%	₹212 Cr	1,660,633
State Bank of India (Financial Services) Equity, Since 31 Oct 20 \| SBIN	2%	₹211 Cr	1,988,137
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 18 \| 532215	2%	₹176 Cr	1,350,000
Future on Axis Bank Ltd Derivatives, Since 31 Aug 26 \| -	2%	₹172 Cr
Tech Mahindra Ltd (Technology) Equity, Since 31 May 17 \| 532755	2%	₹170 Cr	1,043,641
Infosys Ltd (Technology) Equity, Since 31 Dec 07 \| INFY	2%	₹167 Cr	1,470,922

5. Aditya Birla Sun Life Equity Savings Fund

To provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Research Highlights for Aditya Birla Sun Life Equity Savings Fund

Bottom quartile AUM (₹1,130 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 5.75% (bottom quartile).
3Y return: 7.18% (bottom quartile).
1Y return: 4.23% (lower mid).
1M return: -1.24% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.12 (lower mid).
Information ratio: 0.00 (bottom quartile).

Below is the key information for Aditya Birla Sun Life Equity Savings Fund

Aditya Birla Sun Life Equity Savings Fund Growth
Launch Date	28 Nov 14
NAV (29 Sep 26)	₹23.17 ↓ -0.01 (-0.04 %)
Net Assets (Cr)	₹1,130 on 31 Aug 26
Category	Hybrid - Equity Savings
AMC	Birla Sun Life Asset Management Co Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.05
Sharpe Ratio	0.12
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹9,937
31 Aug 23	₹10,761
31 Aug 24	₹11,978
31 Aug 25	₹12,728
31 Aug 26	₹13,495

Aditya Birla Sun Life Equity Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120 Invest Now

Returns for Aditya Birla Sun Life Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 26

Duration	Returns
1 Month	-1.2%
3 Month	0.3%
6 Month	3.1%
1 Year	4.2%
3 Year	7.2%
5 Year	5.7%
10 Year
15 Year
Since launch	7.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9%
2023	8.2%
2022	11.6%
2021	-1%
2020	12.8%
2019	11%
2018	7.8%
2017	-1.7%
2016	17.3%
2015	7.6%

Fund Manager information for Aditya Birla Sun Life Equity Savings Fund

Name	Since	Tenure
Lovelish Solanki	27 Sep 24	1.93 Yr.
Harshil Suvarnkar	22 Mar 21	5.45 Yr.
Rohit Karan	2 Apr 26	0.41 Yr.

Data below for Aditya Birla Sun Life Equity Savings Fund as on 31 Aug 26

Asset Allocation

Asset Class	Value
Cash	62.7%
Equity	27.21%
Debt	10.09%

Equity Sector Allocation

Sector	Value
Financial Services	7.73%
Basic Materials	3.22%
Consumer Cyclical	3.05%
Real Estate	2.69%
Industrials	2.21%
Energy	2.12%
Technology	2.03%
Utility	1.33%
Health Care	1.17%
Communication Services	1.12%
Consumer Defensive	0.85%

Debt Sector Allocation

Sector	Value
Cash Equivalent	59.05%
Government	9.38%
Corporate	4.36%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	8%	₹89 Cr	608,863
Future on ICICI Bank Ltd Derivatives \| -	6%	-₹69 Cr
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 14 \| HDFCBANK	5%	₹58 Cr	813,135
Future on UPL Ltd Derivatives \| -	5%	-₹54 Cr
UPL Ltd (Basic Materials) Equity, Since 31 Jul 26 \| UPL	5%	₹53 Cr	951,210
Aditya BSL Liquid Dir Gr Investment Fund \| -	5%	₹52 Cr	1,140,757
Aditya BSL Money Market Dir Gr Investment Fund \| -	4%	₹42 Cr	1,046,731
Reliance Industries Ltd (Energy) Equity, Since 31 May 20 \| RELIANCE	4%	₹41 Cr	317,573
Future on HDFC Bank Ltd Derivatives \| -	3%	-₹38 Cr
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| KOTAKBANK	3%	₹34 Cr	801,640

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