Aditya Birla Sun Life Balanced Advantage Fund
Aditya Birla Sun Life Balanced Advantage Fund is a dynamic asset allocation or balanced advantage fund of Aditya Birla Sun Life AMC Limited with ₹9,861 cr under management. It is ahead of its benchmark (CRISIL Hybrid 50+50 - Moderate Index) in 4 of 4 periods. Its direct plan charges 0.89% a year. Mohit Sharma has managed it for 9.5 years.
Has Aditya Birla Sun Life Balanced Advantage Fund beaten its benchmark?
Ahead of its benchmark, CRISIL Hybrid 50+50 - Moderate Index, in 4 of 4 periods in AMFI's figures; +4.52% over the last year against −1.52%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −1.88% | −3.60% | — |
| 3 months | −1.24% | −5.03% | — |
| 6 months | +2.02% | −1.83% | — |
| 1 year | +4.35% | −4.06% | +8.41 pts |
| 3 years | +11.04% | +9.27% | +1.77 pts |
| 5 years | +9.46% | +8.00% | +1.46 pts |
| 10 years | +10.70% | +12.69% | −1.99 pts |
| Since start from 13 Oct 2014 | +11.11% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +4.52% | +3.39% | −1.52% | +6.04 | 🔒 |
| 3y | +11.11% | +9.89% | +7.73% | +3.38 | 🔒 |
| 5y | +9.59% | +8.33% | +6.80% | +2.79 | 🔒 |
| 10y | +10.76% | +9.50% | +9.91% | +0.85 | 🔒 |
Value of 100, month-end
Oct 2016 to 14 Oct 2026₹100 put in at the start of Oct 2016 would be ₹274 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.
What does Aditya Birla Sun Life Balanced Advantage Fund cost?
0.89% a year on the direct plan, 1.95% on the regular plan; 7 of 22 funds in its category charge less.
Who manages Aditya Birla Sun Life Balanced Advantage Fund?
Mohit Sharma, since 1 Apr 2017; Harish Krishnan, since 31 Oct 2024; Lovelish Solanki, since 9 Oct 2019.
What does Aditya Birla Sun Life Balanced Advantage Fund hold?
140 holdings as of 30 Sep 2026; the ten largest are 22.1% of the fund, the largest ICICI Bank Ltd. at 3.8%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Aditya Birla Sun Life Balanced Advantage Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Aditya Birla Sun Life Balanced Advantage Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Aditya Birla Sun Life Balanced Advantage Fund?
Mohit Sharma (Comanage) since 1 Apr 2017; Harish Krishnan (Comanage) since 31 Oct 2024; Lovelish Solanki (Comanage) since 9 Oct 2019; Rohit Karan (Comanage) since 2 Apr 2026.
What is the expense ratio of Aditya Birla Sun Life Balanced Advantage Fund?
0.89% a year on the direct plan and 1.95% on the regular plan (expense report, Oct 2026).
How has Aditya Birla Sun Life Balanced Advantage Fund done?
Its direct plan returned +11.11% a year over 3 years against +7.73% for its benchmark, CRISIL Hybrid 50+50 - Moderate Index, as of 13 Oct 2026.
See Aditya Birla Sun Life Balanced Advantage Fund beside your own funds in Valarth
