Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option
Aditya Birla Sun Life Mutual Fund
· Direct plan
· Growth
ISIN: INF084M01DJ5
· AMFI code: 131670
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option is a Dynamic Asset Allocation or Balanced Advantage hybrid scheme offered by Aditya Birla Sun Life Mutual Fund. The fund is benchmarked to CRISIL Hybrid 50+50 – Moderate Index and managed by Mohit Sharma, Harish Krishnan, Lovelish Solanki. The Direct plan carries a total expense ratio of 0.68% as of Jun 3, 2026.
Quick facts
| AMC | Aditya Birla Sun Life Mutual Fund |
|---|---|
| Category | Hybrid › Dynamic Asset Allocation or Balanced Advantage |
| Plan and option | Direct · Growth |
| Launch date | April 25, 2000 |
| Fund manager | Mohit Sharma, Harish Krishnan, Lovelish Solanki |
| Benchmark | CRISIL Hybrid 50+50 – Moderate Index |
| Total expense ratio | 0.68% (as of Jun 3, 2026) |
| Minimum investment | ₹100 |
| Exit load | For redemption/switch out of units on or before 7 days from the date of allotment: 0.25% of applicable NAV; for redemption/switch out of units after 7 days from the date of allotment: Nil. |
Expense ratio breakdown (Direct plan)
Per SEBI Regulation 52(6), the total expense ratio is the sum of four components.
| Base TER | 0.5400% |
|---|---|
| Additional expense, Reg 52(6A)(b) | 0.0000% |
| Additional expense, Reg 52(6A)(c) | 0.0500% |
| GST | 0.0900% |
| Total | 0.6800% |
Investment objective
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. The Scheme does not guarantee/indicate any returns. There is no assurance that the investment objective of the Scheme will be achieved
Documents
Recent changes
Statutory changes (per SEBI addendums)
No statutory changes recorded yet for this scheme. Older addendums issued before this page went live are reflected in the current SID.
Other tracked updates
No tracked field updates yet.
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