Aditya Birla Sun Life Balanced Advantage Fund (Direct)
Aditya Birla Sun Life Mutual Fund · benchmark: 50% Nifty 50 TRI + 50% bond funds · 12.1 years old · AMFI code 131670
Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
A+ (top 10% of its peer group), score 77.3 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 5.9% | 3.6% | +2.2% | 2 / 37 |
| 1 year | 8.3% | 2.0% | +6.3% | 1 / 36 |
| 3 years (a year) | 13.0% | 8.8% | +4.2% | 1 / 30 |
| 5 years (a year) | 10.5% | 7.4% | +3.1% | 4 / 21 |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of Aditya Birla Sun Life Balanced Advantage Fund (Direct plan)?
₹133.08 on 6 Nov 2026 (Growth option).
What is the expense ratio of Aditya Birla Sun Life Balanced Advantage Fund (Direct)?
0.90% a year; the Regular plan's is 1.96%.
What return has Aditya Birla Sun Life Balanced Advantage Fund given over 3 years?
13.0% a year (Direct plan) over the 3 years to 6 Nov 2026, against 8.8% for its composite benchmark (50% Nifty 50 TRI + 50% bond funds).
How is Aditya Birla Sun Life Balanced Advantage Fund taxed?
Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
How is Aditya Birla Sun Life Balanced Advantage Fund rated?
A+: 3 of 30 Direct plans in Balanced Advantage, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Aditya Birla Sun Life Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.