آدتیہ برلا سن لائف میوچل فنڈ 2022 کے 6 بہترین بیلنسڈ فنڈز

Updated on March 17, 2026 , 4962 views

ایک طویل عرصے سے، متوازنباہمی چندہ سرمایہ کاروں کو زبردست منافع دیا ہے اور ان کو پورا کرنے میں ان کی مدد کی ہے۔مالی اہداف. یہ فنڈز، جنہیں ہائبرڈ فنڈز کے نام سے جانا جاتا ہے، قرض اور دونوں میں پیسہ لگاتے ہیں۔ایکویٹی فنڈز. دیمتوازن فنڈ عام طور پر ایکویٹیز میں اپنے پورٹ فولیو اثاثوں کا 65 - 75% تک رکھتا ہے اور بیلنس فکسڈ میںآمدنی سیکورٹیز

برلا سن لائف میوچل فنڈ میں کچھ قدیم ترین متوازن اسکیموں کا حامل ہے۔مارکیٹ. مثال کے طور پر، آدتیہ برلا سن لائف ایکویٹی ہائبرڈ 95 فنڈ شاندار ٹریک ریکارڈ کے ساتھ سب سے قدیم متوازن فنڈ اسکیموں میں سے ایک ہے۔ 10 سالوں سے، فنڈ نے مارکیٹ میں مسلسل اچھی کارکردگی کا مظاہرہ کیا ہے۔

سرمایہ کار جو اس کے ساتھ سرمایہ کاری کرنا چاہتے ہیں۔اے ایم سییہاں برلا سن لائف میوچل فنڈ کے 6 بہترین بیلنسڈ فنڈز ہیں۔ ان فنڈز کو کچھ اہم پیرامیٹرز جیسے AUM، کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، وغیرہ

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ABSL فنڈز میں سرمایہ کاری کیوں کریں؟

دونوں میں سے بہترین

متوازن فنڈز کم غیر مستحکم ہوتے ہیں۔ وہ ایکویٹی اور دونوں میں سے بہترین پیش کرتے ہیں۔قرض فنڈ قرض کے جزو کے ذریعے ایکویٹی جزو کے ذریعے زیادہ منافع اور استحکام کو یقینی بنانا۔

کم/درمیانی خطرہ، زیادہ واپسی۔

پربنیاد اثاثہ جات کی تقسیم، متوازن فنڈز پر واپسی خطرے کو ایڈجسٹ کیا جاتا ہے۔ کی طرف سےسرمایہ کاری میںچھوٹی ٹوپی اوردرمیانی ٹوپی اسٹاک، ایکویٹی کے فوائد بہت زیادہ ہیں اور اس سے وابستہ خطرہعنصر قرض کی سرمایہ کاری سے کنٹرول کیا جاتا ہے۔

بہترین برلا سن لائف بیلنسڈ میوچل فنڈز

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	₹68.1204 ↑ 0.18	₹1,523	-0.2	0.6	7.3	9.1	8.3	7.1	Hybrid Debt
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth	₹1,427.94 ↓ -35.84	₹7,287	-9	-7.7	2.3	12.2	9.5	7.2	Hybrid Equity
Aditya Birla Sun Life Arbitrage Fund Growth	₹27.6759 ↓ -0.01	₹26,792	1.5	3.1	6.3	7.1	5.9	6.4	Arbitrage
Aditya Birla Sun Life Balanced Advantage Fund Growth	₹103.79 ↓ -1.79	₹9,104	-5.6	-3.7	5.4	11.8	9.7	10.1	Dynamic Allocation
Aditya Birla Sun Life Equity Savings Fund Growth	₹22.5 ↓ -0.15	₹1,076	-1.2	0.7	7.1	9.6	7	9	Equity Savings
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Mar 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 (₹1,523 Cr).	Lower mid AUM (₹7,287 Cr).	Highest AUM (₹26,792 Cr).	Upper mid AUM (₹9,104 Cr).	Bottom quartile AUM (₹1,076 Cr).
Point 2	Established history (21+ yrs).	Oldest track record among peers (31 yrs).	Established history (16+ yrs).	Established history (25+ 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: 8.25% (lower mid).	5Y return: 9.45% (upper mid).	5Y return: 5.91% (bottom quartile).	5Y return: 9.69% (top quartile).	5Y return: 6.98% (bottom quartile).
Point 6	3Y return: 9.12% (bottom quartile).	3Y return: 12.24% (top quartile).	3Y return: 7.05% (bottom quartile).	3Y return: 11.83% (upper mid).	3Y return: 9.62% (lower mid).
Point 7	1Y return: 7.26% (top quartile).	1Y return: 2.33% (bottom quartile).	1Y return: 6.34% (lower mid).	1Y return: 5.45% (bottom quartile).	1Y return: 7.14% (upper mid).
Point 8	1M return: -1.57% (upper mid).	1M return: -7.59% (bottom quartile).	1M return: 0.37% (top quartile).	1M return: -5.21% (bottom quartile).	1M return: -1.70% (lower mid).
Point 9	Alpha: 1.70 (top quartile).	Alpha: -0.34 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 10	Sharpe: 1.22 (lower mid).	Sharpe: 0.94 (bottom quartile).	Sharpe: 1.33 (upper mid).	Sharpe: 1.19 (bottom quartile).	Sharpe: 1.68 (top quartile).

Aditya Birla Sun Life Regular Savings Fund

Bottom quartile AUM (₹1,523 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 8.25% (lower mid).
3Y return: 9.12% (bottom quartile).
1Y return: 7.26% (top quartile).
1M return: -1.57% (upper mid).
Alpha: 1.70 (top quartile).
Sharpe: 1.22 (lower mid).

Aditya Birla Sun Life Equity Hybrid 95 Fund

Lower mid AUM (₹7,287 Cr).
Oldest track record among peers (31 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.45% (upper mid).
3Y return: 12.24% (top quartile).
1Y return: 2.33% (bottom quartile).
1M return: -7.59% (bottom quartile).
Alpha: -0.34 (bottom quartile).
Sharpe: 0.94 (bottom quartile).

Aditya Birla Sun Life Arbitrage Fund

Highest AUM (₹26,792 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
5Y return: 5.91% (bottom quartile).
3Y return: 7.05% (bottom quartile).
1Y return: 6.34% (lower mid).
1M return: 0.37% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.33 (upper mid).

Aditya Birla Sun Life Balanced Advantage Fund

Upper mid AUM (₹9,104 Cr).
Established history (25+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.69% (top quartile).
3Y return: 11.83% (upper mid).
1Y return: 5.45% (bottom quartile).
1M return: -5.21% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.19 (bottom quartile).

Aditya Birla Sun Life Equity Savings Fund

Bottom quartile AUM (₹1,076 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 6.98% (bottom quartile).
3Y return: 9.62% (lower mid).
1Y return: 7.14% (upper mid).
1M return: -1.70% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.68 (top quartile).

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 (₹1,523 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 8.25% (lower mid).
3Y return: 9.12% (bottom quartile).
1Y return: 7.26% (top quartile).
1M return: -1.57% (upper mid).
Alpha: 1.70 (top quartile).
Sharpe: 1.22 (lower mid).
Information ratio: 0.22 (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 (18 Mar 26)	₹68.1204 ↑ 0.18 (0.27 %)
Net Assets (Cr)	₹1,523 on 28 Feb 26
Category	Hybrid - Hybrid Debt
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.91
Sharpe Ratio	1.22
Information Ratio	0.22
Alpha Ratio	1.7
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
28 Feb 21	₹10,000
28 Feb 22	₹11,143
28 Feb 23	₹11,487
29 Feb 24	₹12,752
28 Feb 25	₹13,756
28 Feb 26	₹15,093

Aditya Birla Sun Life Regular Savings 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 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 18 Mar 26

Duration	Returns
1 Month	-1.6%
3 Month	-0.2%
6 Month	0.6%
1 Year	7.3%
3 Year	9.1%
5 Year	8.3%
10 Year
15 Year
Since launch	9.2%

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	1.33 Yr.
Harshil Suvarnkar	22 Mar 21	4.94 Yr.

Data below for Aditya Birla Sun Life Regular Savings Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	7.54%
Equity	22.21%
Debt	69.92%
Other	0.32%

Equity Sector Allocation

Sector	Value
Financial Services	8.03%
Health Care	2.66%
Consumer Cyclical	2.3%
Basic Materials	1.97%
Industrials	1.64%
Technology	1.12%
Communication Services	1.11%
Consumer Defensive	0.93%
Real Estate	0.89%
Utility	0.88%
Energy	0.69%

Debt Sector Allocation

Sector	Value
Corporate	44.72%
Government	27.05%
Cash Equivalent	5.69%

Credit Quality

Rating	Value
A	3.72%
AA	23.57%
AAA	72.71%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cholamandalam Investment And Finance Company Limited Debentures \| -	4%	₹56 Cr	5,500
Housing And Urban Development Corporation Limited Debentures \| -	3%	₹50 Cr	5,000
Jtpm Metal TRaders Limited Debentures \| -	3%	₹45 Cr	4,316
6.68% Gs 2040 Sovereign Bonds \| -	3%	₹43 Cr	4,490,000 ↑ 4,000,000
Adani Power Ltd Debentures \| -	2%	₹35 Cr	3,500
Bajaj Housing Finance Limited Debentures \| -	2%	₹31 Cr	300
Nuvama Wealth Finance Limited Debentures \| -	2%	₹30 Cr	3,000
Bharti Telecom Limited Debentures \| -	2%	₹30 Cr	3,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	2%	₹28 Cr	206,000
Jubilant Bevco Limited Debentures \| -	2%	₹27 Cr	2,500

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 (₹7,287 Cr).
Oldest track record among peers (31 yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.45% (upper mid).
3Y return: 12.24% (top quartile).
1Y return: 2.33% (bottom quartile).
1M return: -7.59% (bottom quartile).
Alpha: -0.34 (bottom quartile).
Sharpe: 0.94 (bottom quartile).
Information ratio: 0.18 (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 (19 Mar 26)	₹1,427.94 ↓ -35.84 (-2.45 %)
Net Assets (Cr)	₹7,287 on 28 Feb 26
Category	Hybrid - Hybrid Equity
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.86
Sharpe Ratio	0.94
Information Ratio	0.18
Alpha Ratio	-0.34
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
28 Feb 21	₹10,000
28 Feb 22	₹11,887
28 Feb 23	₹11,342
29 Feb 24	₹14,461
28 Feb 25	₹14,966
28 Feb 26	₹17,026

Aditya Birla Sun Life Equity Hybrid 95 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 18 Mar 26

Duration	Returns
1 Month	-7.6%
3 Month	-9%
6 Month	-7.7%
1 Year	2.3%
3 Year	12.2%
5 Year	9.5%
10 Year
15 Year
Since launch	17.3%

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	3.03 Yr.
Harshil Suvarnkar	22 Mar 21	4.94 Yr.

Data below for Aditya Birla Sun Life Equity Hybrid 95 Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	1.52%
Equity	78.86%
Debt	19.62%

Equity Sector Allocation

Sector	Value
Financial Services	27.18%
Consumer Cyclical	11.16%
Industrials	8.48%
Technology	6.23%
Basic Materials	5.72%
Consumer Defensive	5.19%
Health Care	5.03%
Energy	3.98%
Communication Services	2.99%
Utility	1.55%
Real Estate	1.29%

Debt Sector Allocation

Sector	Value
Corporate	12.69%
Government	6.97%
Cash Equivalent	1.48%

Credit Quality

Rating	Value
AA	17.81%
AAA	82.19%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 13 \| ICICIBANK	7%	₹477 Cr	3,462,571 ↓ -46,344
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| HDFCBANK	6%	₹418 Cr	4,703,284
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 18 \| RELIANCE	4%	₹290 Cr	2,078,812
Bharti Airtel Ltd (Communication Services) Equity, Since 15 Aug 21 \| BHARTIARTL	3%	₹218 Cr	1,160,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹205 Cr	1,709,812
Infosys Ltd (Technology) Equity, Since 31 May 11 \| INFY	3%	₹205 Cr	1,576,313 ↓ -12,057
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| AXISBANK	3%	₹203 Cr	1,467,860
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 23 \| LT	2%	₹175 Cr	410,000
Bharti Telecom Limited Debentures \| -	2%	₹174 Cr	17,500 ↓ -2,500
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 15 Jul 22 \| M&M	2%	₹162 Cr	478,292 ↓ -18,310

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 (₹26,792 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderate.
5Y return: 5.91% (bottom quartile).
3Y return: 7.05% (bottom quartile).
1Y return: 6.34% (lower mid).
1M return: 0.37% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.33 (upper mid).
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 (19 Mar 26)	₹27.6759 ↓ -0.01 (-0.03 %)
Net Assets (Cr)	₹26,792 on 28 Feb 26
Category	Hybrid - Arbitrage
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderate
Expense Ratio	1.01
Sharpe Ratio	1.33
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
28 Feb 21	₹10,000
28 Feb 22	₹10,415
28 Feb 23	₹10,873
29 Feb 24	₹11,685
28 Feb 25	₹12,522
28 Feb 26	₹13,315

Aditya Birla Sun Life Arbitrage 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 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 18 Mar 26

Duration	Returns
1 Month	0.4%
3 Month	1.5%
6 Month	3.1%
1 Year	6.3%
3 Year	7.1%
5 Year	5.9%
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	11.21 Yr.
Mohit Sharma	3 Mar 25	0.99 Yr.
Krina Mehta	2 Oct 25	0.41 Yr.

Data below for Aditya Birla Sun Life Arbitrage Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	92.63%
Debt	7.77%
Other	0.05%

Equity Sector Allocation

Sector	Value
Financial Services	22.39%
Basic Materials	8.53%
Consumer Cyclical	8.02%
Energy	6.17%
Industrials	4.85%
Communication Services	4.02%
Health Care	3.87%
Consumer Defensive	3.51%
Utility	2.89%
Technology	1.72%
Real Estate	1.12%

Debt Sector Allocation

Sector	Value
Cash Equivalent	81.64%
Corporate	12.42%
Government	6.35%

Credit Quality

Rating	Value
AA	5.57%
AAA	94.43%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aditya BSL Money Mgr Dir Gr Investment Fund \| -	11%	₹2,834 Cr	72,535,022 ↑ 5,128,258
Future on HDFC Bank Ltd Derivatives \| -	5%	-₹1,235 Cr	13,492,450 ↑ 2,802,750
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 21 \| HDFCBANK	4%	₹1,184 Cr	13,332,550 ↑ 2,816,550
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 18 \| RELIANCE	4%	₹1,050 Cr	7,535,500 ↓ -30,000
Aditya BSL FRF Dir Gr Investment Fund \| -	4%	₹1,049 Cr	28,135,768
Reliance_(30/03/2026) Derivatives \| -	4%	-₹1,023 Cr	7,303,000 ↑ 6,767,000
Future on ICICI Bank Ltd Derivatives \| -	3%	-₹850 Cr	6,117,050 ↓ -229,375
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 24 \| ICICIBANK	3%	₹839 Cr	6,086,500 ↓ -240,100
Aditya BSL Liquid Dir Gr Investment Fund \| -	3%	₹831 Cr	18,764,152 ↑ 10,198,352
Future on Axis Bank Ltd Derivatives \| -	3%	-₹784 Cr	5,631,875 ↓ -148,125

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 (₹9,104 Cr).
Established history (25+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.69% (top quartile).
3Y return: 11.83% (upper mid).
1Y return: 5.45% (bottom quartile).
1M return: -5.21% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.19 (bottom quartile).
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 (19 Mar 26)	₹103.79 ↓ -1.79 (-1.70 %)
Net Assets (Cr)	₹9,104 on 28 Feb 26
Category	Hybrid - Dynamic Allocation
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.79
Sharpe Ratio	1.19
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
28 Feb 21	₹10,000
28 Feb 22	₹10,919
28 Feb 23	₹11,422
29 Feb 24	₹13,803
28 Feb 25	₹14,579
28 Feb 26	₹16,689

Aditya Birla Sun Life Balanced Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 18 Mar 26

Duration	Returns
1 Month	-5.2%
3 Month	-5.6%
6 Month	-3.7%
1 Year	5.4%
3 Year	11.8%
5 Year	9.7%
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	1.33 Yr.
Lovelish Solanki	9 Oct 19	6.4 Yr.
Mohit Sharma	1 Apr 17	8.92 Yr.

Data below for Aditya Birla Sun Life Balanced Advantage Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	19.87%
Equity	63.28%
Debt	16.86%

Equity Sector Allocation

Sector	Value
Financial Services	22.53%
Consumer Cyclical	8.74%
Industrials	7.44%
Technology	6.87%
Health Care	5.76%
Consumer Defensive	5.36%
Basic Materials	5.28%
Energy	3.97%
Real Estate	3.79%
Utility	3.02%
Communication Services	1.65%

Debt Sector Allocation

Sector	Value
Cash Equivalent	21.52%
Corporate	10.55%
Government	4.65%

Credit Quality

Rating	Value
AA	27.79%
AAA	72.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	4%	₹372 Cr	2,696,708 ↑ 140,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 17 \| HDFCBANK	3%	₹309 Cr	3,482,487 ↑ 302,500
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 18 \| RELIANCE	3%	₹235 Cr	1,683,756
State Bank of India (Financial Services) Equity, Since 31 Oct 20 \| SBIN	3%	₹231 Cr	1,919,544
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 18 \| KOTAKBANK	2%	₹221 Cr	5,326,257
IndiGrid Infrastructure Trust Units Series - IV (Utilities) Equity, Since 31 Dec 23 \| INDIGRID	2%	₹211 Cr	12,713,026 ↑ 4,604,334
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 18 \| AXISBANK	2%	₹191 Cr	1,381,125
Future on Axis Bank Ltd Derivatives \| -	2%	-₹190 Cr	1,365,000
Infosys Ltd (Technology) Equity, Since 31 Dec 07 \| INFY	2%	₹186 Cr	1,432,922
7.18% Gs 2037 Sovereign Bonds \| -	2%	₹159 Cr	15,500,000 ↓ -2,500,000

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 (₹1,076 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 6.98% (bottom quartile).
3Y return: 9.62% (lower mid).
1Y return: 7.14% (upper mid).
1M return: -1.70% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.68 (top quartile).
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 (19 Mar 26)	₹22.5 ↓ -0.15 (-0.66 %)
Net Assets (Cr)	₹1,076 on 28 Feb 26
Category	Hybrid - Equity Savings
AMC	Birla Sun Life Asset Management Co Ltd
Rating	Not Rated
Risk	Moderately High
Expense Ratio	1.12
Sharpe Ratio	1.68
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
28 Feb 21	₹10,000
28 Feb 22	₹10,643
28 Feb 23	₹10,737
29 Feb 24	₹12,191
28 Feb 25	₹13,003
28 Feb 26	₹14,270

Aditya Birla Sun Life Equity 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 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 18 Mar 26

Duration	Returns
1 Month	-1.7%
3 Month	-1.2%
6 Month	0.7%
1 Year	7.1%
3 Year	9.6%
5 Year	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
Atul Penkar	31 Oct 24	1.33 Yr.
Lovelish Solanki	27 Sep 24	1.42 Yr.
Harshil Suvarnkar	22 Mar 21	4.94 Yr.

Data below for Aditya Birla Sun Life Equity Savings Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	64.12%
Equity	21.54%
Debt	13.17%
Other	1.17%

Equity Sector Allocation

Sector	Value
Financial Services	28.54%
Industrials	9.4%
Energy	6.81%
Consumer Cyclical	5.84%
Communication Services	3.68%
Basic Materials	3.42%
Technology	3.35%
Real Estate	2.68%
Utility	2.04%
Health Care	1.79%
Consumer Defensive	1.57%

Debt Sector Allocation

Sector	Value
Cash Equivalent	57.81%
Government	13.59%
Corporate	5.89%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 14 \| HDFCBANK	8%	₹86 Cr	964,085 ↑ 215,050
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	7%	₹79 Cr	575,163 ↑ 99,400
Future on HDFC Bank Ltd Derivatives \| -	6%	-₹67 Cr	750,200 ↑ 215,050
Future on ICICI Bank Ltd Derivatives \| -	6%	-₹64 Cr	460,600 ↑ 99,400
Aditya BSL Liquid Dir Gr Investment Fund \| -	5%	₹51 Cr	1,140,757 ↑ 567,227
Reliance Industries Ltd (Energy) Equity, Since 31 May 20 \| RELIANCE	5%	₹49 Cr	354,573
Future on RBL Bank Ltd Derivatives \| -	4%	-₹41 Cr	1,285,875
RBL Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| RBLBANK	4%	₹41 Cr	1,285,875
Aditya BSL Money Mgr Dir Gr Investment Fund \| -	4%	₹41 Cr	1,046,731
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	3%	₹35 Cr	102,757 ↑ 17,600

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