Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW
NAV
₹29.18
as of 2026-10-09
Price History (NAV)
Performance Metrics (3 Year)
3Y CAGR
3%
Category avg 5.3%
Fund size
₹21 Cr
Assets under management
Sharpe
-0.16
Risk-adjusted return (3Y)
Max drawdown
3.7%
Peak-to-trough decline (3Y)
Beta
N/A
Market sensitivity (3Y)
SIP / returns estimator
Estimation is based on the past performance of this fund
Total Corpus After 7 Year(s)
@12.0% p.a. returns
₹4.20 L
+₹2.40 L
Fund FAQs
Frequently asked questions about Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW
Answers use the latest facts on this page and Qonfido’s peer-group tiers. They are research aids, not personalised investment advice. How ratings work
What is the NAV of Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW today?
As of 2026-10-09, the NAV of Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW shown on Qonfido is ₹29.18. Mutual fund NAVs are typically published for each market day; always check the as-of date before acting.
Is Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW a good fund?
Qonfido currently places Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW in the Premier tier within the Dynamic Asset Allocation / Balanced Advantage Fund peer group. Premier tier reflects stronger risk-adjusted consistency within its SEBI peer group on Qonfido’s scorecard. This is a peer-group research signal—not a buy recommendation, suitability assessment, or guarantee of future returns. See Qonfido’s fund rating methodology for how tiers are built and their limits.
Is Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW a good fit for me?
Whether Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW is a good fit depends on your goals, risk tolerance, time horizon, tax situation, and the rest of your portfolio—not on a single fund page. Qonfido does not provide personalised SEBI-registered investment advice here. Use AI Fund Discovery to explore alternatives, or consult a licensed advisor for suitability.
What is the 3-year return of Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW?
The 3-year CAGR shown for Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW on Qonfido is 3.3% (category average about 5.3% for Dynamic Asset Allocation / Balanced Advantage Fund where available). Past performance is not indicative of future results and does not mean the fund is suitable for you.
Which category does Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW belong to?
Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW is a Dynamic Asset Allocation / Balanced Advantage Fund scheme from Aditya Birla Sun Life Mutual Fund. You can compare Qonfido-rated peers on the Best Balanced Advantage funds hub (/best-balanced-advantage-funds) and on the Dynamic Asset Allocation / Balanced Advantage Fund category page.
How can I explore Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW further on Qonfido?
Reported fund size (AUM) for Aditya Birla Sun Life Balanced Advantage Fund - DIRECT - IDCW is about ₹21 Cr. AUM is context only and does not predict returns. On Qonfido you can review the fact card, open related best-fund hubs, try the SIP calculator with this scheme, or ask AI Fund Discovery for peer comparisons—still as research support, not personalised advice.
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