• Open Account

Aditya Birla SL Balanced Advantage Fund (IDCW)

Dynamic Asset Allocation or Balanced Advantage • OPEN
NAV as of Apr 29, 2026
₹94.66
1 day change
Returns since inception
9.00%
CAGR
AUM (Fund size)
₹8,540 Cr
NAV: ₹ 94.66
as on Apr 29, 2026
Aditya Birla SL Balanced Advantage Fund (IDCW)

Aditya Birla SL Balanced Advantage Fund (IDCW) Overview

AUM (Fund size) ₹ 8,540 Cr
Expense ratio 1.77 %
Exit load 0.25% - For redemption/switch-out of units within 7 days from the date of allotment. Nil - For redemption/switch-out of units after 7 days from the date of allotment.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark CRISIL Hybrid 50+50 - Moderate Index
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 26 yrs 1 m since Mar 15, 2000
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Debt
22.42%
Banks
16.97%
IT-Software
6.47%
Auto Components
3.74%
Retailing
3.73%

Top Holdings

ICICI Bank 3.92%
HDFC Bank 3.50%
Reverse Repo 2.94%
Reliance Industr 2.76%
IndiGrid Trust 2.46%
Kotak Mah. Bank 2.32%
SBI 2.20%
Infosys 2.10%
Axis Bank 1.88%
Margin (Future and Options) 1.83%

Scheme Information

Aditya Birla SL Balanced Advantage Fund (IDCW) was launched on 15/03/2000. The fund manages ₹8,540 Cr in assets. Its current expense ratio is 1.77%.

Fund Manager: Mohit Sharma

Returns Calculator

Calculate your investment growth with SIP or Lumpsum.

Estimated Breakdown

Invested amount ₹0
Est. returns ₹0
Total value ₹0
Open Demat Account →

FAQs on Aditya Birla SL Balanced Advantage Fund (IDCW)

The current expense ratio of Aditya Birla SL Balanced Advantage Fund (IDCW) is 1.77%.

The AUM of Aditya Birla SL Balanced Advantage Fund (IDCW) is ₹8,540 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Aditya Birla SL Balanced Advantage Fund (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹94.66.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

Invest
Ready to invest in Mutual Funds
Start SIP Today!
App QR Code

Download the PL Capital App

Open Demat Account
×