Aditya Birla Sun Life Balanced Advantage Fund vs Aditya Birla Sun Life Flexi Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Aditya Birla Sun Life Balanced Advantage Fund is a Balanced Advantage fund and Aditya Birla Sun Life Flexi Cap Fund is a Flexi Cap fund. In the 3 years to 30-10-2026, Aditya Birla Sun Life Balanced Advantage Fund (Direct) returned 11.6% a year and Aditya Birla Sun Life Flexi Cap Fund (Direct) returned 15.2% a year. Aditya Birla Sun Life Balanced Advantage Fund charges 0.89% a year and Aditya Birla Sun Life Flexi Cap Fund 0.91% (Direct plans). Their portfolios overlap 48.4%: they hold 49 of the same securities.
Aditya Birla Sun Life Balanced Advantage Fund
Balanced Advantage
- 3 year return
- 11.6%
- Expense ratio
- 0.89%
- NAV
- ₹126.86
Aditya Birla Sun Life Flexi Cap Fund
Flexi Cap
- 3 year return
- 15.2%
- Expense ratio
- 0.91%
- NAV
- ₹2,119.11
Which is better, Aditya Birla Sun Life Balanced Advantage or Aditya Birla Sun Life Flexi Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Aditya Birla Sun Life Flexi Cap returned more over 5 years: 10.8% a year against 9.7%.
- Aditya Birla Sun Life Flexi Cap returned more over 3 years: 15.2% a year against 11.6%.
- Aditya Birla Sun Life Balanced Advantage costs less: 0.89% a year against 0.91% (Direct plans).
- Aditya Birla Sun Life Balanced Advantage swung less over 3 years: a standard deviation of 8.3% a year against 13.3%.
- Aditya Birla Sun Life Balanced Advantage fell less in its worst fall since 13-10-2014: −26.4% against −38.6%.
- Aditya Birla Sun Life Flexi Cap holds more in large companies: 53.5% of the fund in large caps against 39.7%.
- Aditya Birla Sun Life Flexi Cap is the larger fund: ₹27,982 Cr against ₹9,836 Cr.
- Their portfolios overlap 48.4%: 49 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Aditya Birla Sun Life Balanced Advantage Fund | Aditya Birla Sun Life Flexi Cap Fund |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Category | Balanced Advantage | Flexi Cap |
| AUM | ₹9,836 Cr (30-09-2026) | ₹27,982 Cr (30-09-2026) |
| NAV | ₹126.86 (Direct) | ₹2,119.11 (Direct) |
| Expense ratio (Direct) | 0.89% | 0.91% |
| Expense ratio (Regular) | 1.95% | 1.68% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | Nifty 500 TRI |
| Launch date | 25-04-2000 | 27-08-1998 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Mohit Sharma, Harish Krishnan, Lovelish Solanki, Rohit Karan | Harish Krishnan, Dhaval Joshi |
| Exit load | Exit load of 0.25%, if redeemed within 7 days. | Exit load of 1%, if redeemed within 90 days. |
Aditya Birla Sun Life Balanced Advantage vs Aditya Birla Sun Life Flexi Cap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund (Direct) | −0.15% | −2.24% | +2.10% | +2.18% | +11.60% | +9.68% | +10.59% |
| Aditya Birla Sun Life Flexi Cap Fund (Direct) | −0.04% | −3.36% | +3.32% | +1.05% | +15.16% | +10.79% | +13.19% |
| Balanced Advantage average | −0.55% | −2.88% | +0.08% | −2.08% | +9.14% | +8.35% | +9.91% |
| Flexi Cap average | −1.62% | −4.17% | +1.00% | −3.58% | +12.37% | +10.04% | +13.13% |
Category average: the average of the 38 Balanced Advantage funds and the 46 Flexi Cap funds, same plan type.
Aditya Birla Sun Life Balanced Advantage vs Aditya Birla Sun Life Flexi Cap: Year-wise Returns
| Year | Balanced AdvantageAditya Birla Sun Life Balanced Advantage | Flexi CapAditya Birla Sun Life Flexi Cap |
|---|---|---|
| 2026to date | +1.10% | −0.21% |
| 2025 | +11.30% | +12.09% |
| 2024 | +14.28% | +19.49% |
| 2023 | +17.93% | +26.99% |
| 2022 | +5.51% | −0.27% |
| 2021 | +14.82% | +31.38% |
Aditya Birla Sun Life Balanced Advantage vs Aditya Birla Sun Life Flexi Cap: Rolling Returns
Every holding period of both funds, against Nifty 500 TRI, the benchmark of Aditya Birla Sun Life Flexi Cap Fund
Rolling returns
Every 3-year holding period, 2,229 of them, one for each trading day from 13-10-2017 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Aditya Birla Sun Life Balanced Advantage Fund (Direct)
Aditya Birla Sun Life Flexi Cap Fund (Direct)
Nifty 500 TRI
to
Jul 2018Jan 2017
to
Jan 2020Jul 2018
to
Jul 2021Feb 2020
to
Feb 2023Aug 2021
to
Aug 2024Feb 2023
to
Feb 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage | 0.4 | 5.2 | 12.2 | 72.8 | 9.2 | 0.2 | 0.0 | 11.9% | 12.5% | −2.8% | 22.7% | 19% |
| Aditya Birla Sun Life Flexi Cap | 2.7 | 4.9 | 6.2 | 25.3 | 48.5 | 10.5 | 1.9 | 15.1% | 16.3% | −6.6% | 31.4% | 47% |
| Nifty 500 TRI | 2.3 | 5.2 | 8.6 | 34.6 | 34.0 | 11.9 | 3.5 | 14.7% | 14.9% | −6.3% | 33.5% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 13-10-2014. Past returns do not promise future returns.
Aditya Birla Sun Life Balanced Advantage vs Aditya Birla Sun Life Flexi Cap: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 13-10-2014 to 30-10-2026: 145 instalments, ₹14,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Aditya Birla Sun Life Balanced AdvantageAditya Birla Sun Life Balanced Advantage Fund (Direct) | ₹14,50,000 | ₹29,42,451 | ₹14,92,451 | 11.1% |
| Aditya Birla Sun Life Flexi CapAditya Birla Sun Life Flexi Cap Fund (Direct) | ₹14,50,000 | ₹35,55,595 | ₹21,05,595 | 14.0% |
Aditya Birla Sun Life Balanced AdvantageAditya Birla Sun Life Balanced Advantage Fund (Direct)
Aditya Birla Sun Life Flexi CapAditya Birla Sun Life Flexi Cap Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Aditya Birla Sun Life Balanced Advantage vs Aditya Birla Sun Life Flexi Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Aditya Birla Sun Life Balanced Advantage Fund (Direct) | Aditya Birla Sun Life Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +2.18% | +1.05% |
| Standard deviation | 8.87% | 13.48% |
| Sharpe ratio | -0.35 | -0.31 |
| Sortino ratio | -0.48 | -0.42 |
| Maximum drawdown | −7.6% (30-03-2026) | −12.8% (31-03-2026) |
| Beta | -- | 0.92 |
| Alpha | -- | +7.39% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Balanced Advantage Fund (Direct) | Aditya Birla Sun Life Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.60% | +15.16% |
| Standard deviation | 8.29% | 13.27% |
| Sharpe ratio | 0.67 | 0.69 |
| Sortino ratio | 0.94 | 0.96 |
| Maximum drawdown | −8.7% (28-02-2025) | −17.0% (03-03-2025) |
| Beta | -- | 0.91 |
| Alpha | -- | +5.30% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Balanced Advantage Fund (Direct) | Aditya Birla Sun Life Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.68% | +10.79% |
| Standard deviation | 7.74% | 13.66% |
| Sharpe ratio | 0.50 | 0.37 |
| Sortino ratio | 0.69 | 0.50 |
| Maximum drawdown | −8.7% (28-02-2025) | −19.5% (20-06-2022) |
| Beta | -- | 0.93 |
| Alpha | -- | +2.18% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Aditya Birla Sun Life Balanced Advantage Fund (Direct) | Aditya Birla Sun Life Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.06% | +15.75% |
| Standard deviation | 9.68% | 15.82% |
| Sharpe ratio | 0.55 | 0.61 |
| Sortino ratio | 0.74 | 0.83 |
| Maximum drawdown | −26.4% (23-03-2020) | −38.6% (23-03-2020) |
| Beta | -- | 0.97 |
| Alpha | -- | +3.12% |
From daily NAVs, 13-10-2014 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Aditya Birla Sun Life Balanced Advantage Fund (Direct)
Aditya Birla Sun Life Flexi Cap Fund (Direct)
Nifty 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund (Direct) | −26.4% | 17-01-2020 | 23-03-2020 | 21-08-2020 | 5 months | −3.9% |
| Aditya Birla Sun Life Flexi Cap Fund (Direct) | −38.6% | 13-02-2020 | 23-03-2020 | 11-11-2020 | 8 months | −5.5% |
| Nifty 500 TRI | −38.1% | 17-01-2020 | 23-03-2020 | 06-11-2020 | 7 months | −8.8% |
From daily values since 13-10-2014, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Balanced Advantage Fund (Direct)
Aditya Birla Sun Life Flexi Cap Fund (Direct)
Nifty 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Balanced Advantage Fund (Direct)
Aditya Birla Sun Life Flexi Cap Fund (Direct)
Nifty 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Aditya Birla Sun Life Balanced Advantage Fund (Direct)
Aditya Birla Sun Life Flexi Cap Fund (Direct)
Nifty 500 TRI
Against Nifty 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund (Direct) | 65% | 47% | 7.65% |
| Aditya Birla Sun Life Flexi Cap Fund (Direct) | 103% | 92% | 3.72% |
From month-end values since 13-10-2014. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Aditya Birla Sun Life Balanced Advantage vs Aditya Birla Sun Life Flexi Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Aditya Birla Sun Life Balanced Advantage Fund, September 2026; Aditya Birla Sun Life Flexi Cap Fund, September 2026
Holdings in common
- Overlap
- 48.4%
- Held by both
- 49
- Only in Aditya Birla Sun Life Balanced Advantage
- 88
- Only in Aditya Birla Sun Life Flexi Cap
- 31
| Security | % of Aditya Birla Sun Life Balanced Advantage | % of Aditya Birla Sun Life Flexi Cap |
|---|---|---|
| ICICI Bank Ltd. | 3.82% | 5.60% |
| Kotak Mahindra Bank Ltd. | 2.95% | 3.55% |
| HDFC Bank Ltd. | 2.67% | 3.91% |
| Reliance Industries Ltd. | 2.00% | 2.42% |
| State Bank of India | 1.94% | 2.09% |
| Sona Blw Precision Forgings Ltd. | 1.60% | 1.99% |
| Tech Mahindra Ltd. | 1.62% | 1.54% |
| Axis Bank Ltd. | 1.68% | 1.53% |
| Infosys Ltd. | 1.49% | 2.01% |
| The Federal Bank Ltd. | 1.27% | 1.56% |
| Bajaj Finserv Ltd. | 1.22% | 1.30% |
| Hindalco Industries Ltd. | 1.16% | 1.72% |
| Bharti Airtel Ltd. | 1.07% | 1.70% |
| GMR Airports Ltd. | 1.05% | 1.41% |
| Lenskart Solutions Ltd. | 1.04% | 1.90% |
| HCL Technologies Ltd. | 1.02% | 1.80% |
| Ather Energy Ltd. | 1.02% | 1.68% |
| Persistent Systems Ltd. | 0.98% | 1.58% |
| Jindal Steel Ltd. | 0.97% | 1.62% |
| Larsen & Toubro Ltd. | 0.96% | 1.37% |
| Godrej Consumer Products Ltd. | 0.94% | 1.34% |
| APL Apollo Tubes Ltd. | 0.94% | 1.53% |
| SRF Ltd. | 0.89% | 1.19% |
| Meesho Ltd. | 0.88% | 1.44% |
| SBI Life Insurance Co. Ltd. | 0.87% | 1.46% |
| United Spirits Ltd. | 0.85% | 1.81% |
| Trent Ltd. | 0.82% | 1.73% |
| Eternal Ltd. | 0.79% | 1.27% |
| ICICI Lombard General Insurance Company Ltd. | 0.75% | 1.14% |
| Adani Ports and Special Economic Zone Ltd. | 0.71% | 1.00% |
| AU Small Finance Bank Ltd. | 0.69% | 0.99% |
| Asian Paints Ltd. | 0.67% | 0.86% |
| Mahindra & Mahindra Ltd. | 0.63% | 1.41% |
| Cholamandalam Investment & Finance Co. Ltd. | 1.48% | 0.61% |
| Bharat Forge Ltd. | 0.60% | 1.93% |
| Adani Energy Solutions Ltd. | 0.58% | 1.17% |
| Sai Life Sciences Ltd. | 0.83% | 0.52% |
| Milky Mist Dairy Food Ltd. | 0.51% | 0.67% |
| GO Digit General Insurance Ltd. | 0.75% | 0.51% |
| Ajanta Pharma Ltd. | 1.13% | 0.51% |
| Sumitomo Chemical India Ltd. | 0.48% | 0.72% |
| Shriram Finance Ltd. | 0.41% | 1.76% |
| Anthem Biosciences Ltd. | 0.37% | 0.75% |
| Whirlpool of India Ltd. | 0.34% | 0.46% |
| L&T Finance Ltd. | 0.34% | 0.94% |
| Apollo Hospitals Enterprise Ltd. | 0.33% | 0.88% |
| PI Industries Ltd. | 0.37% | 0.32% |
| Astral Ltd. | 0.21% | 0.75% |
| Travel Food Services Ltd. | 0.68% | 0.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 48.4% means 48.4% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Aditya Birla Sun Life Balanced Advantage Fund
| Security | % of fund |
|---|---|
| IndiGrid Infrastructure Trust | 2.21% |
| Government of India (24/07/2037) | 1.57% |
| 7.32% Axis Finance Ltd. (11/01/2029) (FRN) | 1.51% |
| Adani Enterprises Ltd. | 1.48% |
| 7.79% Tata Capital Housing Finance Ltd. (18/06/2030) | 1.41% |
Largest holdings only in Aditya Birla Sun Life Flexi Cap Fund
| Security | % of fund |
|---|---|
| Mankind Pharma Ltd. | 1.85% |
| Dr. Lal Path labs Ltd. | 1.67% |
| Welspun Corp Ltd. | 1.60% |
| Grasim Industries Ltd. | 1.59% |
| CG Power and Industrial Solutions Ltd. | 1.51% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Aditya Birla Sun Life Balanced Advantage | Aditya Birla Sun Life Flexi Cap |
|---|---|---|
| Equity | 74.6% | 97.9% |
| Debt | 15.1% | 0.0% |
| Cash and others | 10.3% | 2.1% |
Market cap of stocks
| Market cap | Aditya Birla Sun Life Balanced Advantage | Aditya Birla Sun Life Flexi Cap |
|---|---|---|
| Large Cap | 39.7% | 53.5% |
| Mid Cap | 20.6% | 26.8% |
| Small Cap | 13.6% | 16.7% |
| Not on AMFI's list | 0.7% | 0.9% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Aditya Birla Sun Life Balanced Advantage | Aditya Birla Sun Life Flexi Cap |
|---|---|---|
| Banks | 15.1% | 19.2% |
| IT - Software | 5.8% | 6.9% |
| Retailing | 4.2% | 6.8% |
| Finance | 4.4% | 5.8% |
| Industrial Products | 2.1% | 5.6% |
| Automobiles | 1.7% | 5.1% |
| Pharmaceuticals & Biotechnology | 3.8% | 4.7% |
| Auto Components | 4.2% | 3.9% |
The six largest sectors of each fund's stocks, % of the fund.
Aditya Birla Sun Life Balanced Advantage vs Aditya Birla Sun Life Flexi Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Aditya Birla Sun Life Balanced Advantage Fund | Aditya Birla Sun Life Flexi Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.89% | 0.91% |
| Base expense ratio (Direct) | 0.59% | 0.70% |
| Total expense ratio (Regular) | 1.95% | 1.68% |
| Base expense ratio (Regular) | 1.50% | 1.36% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
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Compare Aditya Birla Sun Life Flexi Cap with
Aditya Birla Sun Life Balanced Advantage Fund vs Aditya Birla Sun Life Flexi Cap Fund: Frequently Asked Questions
What is the difference between Aditya Birla Sun Life Balanced Advantage Fund and Aditya Birla Sun Life Flexi Cap Fund?
Aditya Birla Sun Life Balanced Advantage Fund is a Balanced Advantage fund, Aditya Birla Sun Life Flexi Cap Fund is a Flexi Cap fund, run by Aditya Birla Sun Life Mutual Fund. Their portfolios overlap 48.4%. Aditya Birla Sun Life Balanced Advantage Fund charges 0.89% a year and Aditya Birla Sun Life Flexi Cap Fund 0.91%.
Which has given higher returns, Aditya Birla Sun Life Balanced Advantage Fund or Aditya Birla Sun Life Flexi Cap Fund?
Over 1 year: Aditya Birla Sun Life Balanced Advantage Fund +2.18%, Aditya Birla Sun Life Flexi Cap Fund +1.05%. Over 3 years: Aditya Birla Sun Life Balanced Advantage Fund +11.60% a year, Aditya Birla Sun Life Flexi Cap Fund +15.16% a year. Over 5 years: Aditya Birla Sun Life Balanced Advantage Fund +9.68% a year, Aditya Birla Sun Life Flexi Cap Fund +10.79% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Aditya Birla Sun Life Balanced Advantage Fund or Aditya Birla Sun Life Flexi Cap Fund?
Aditya Birla Sun Life Balanced Advantage Fund charges less: 0.89% a year against 0.91%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Aditya Birla Sun Life Balanced Advantage Fund and Aditya Birla Sun Life Flexi Cap Fund overlap?
48.4%. They hold 49 of the same securities, the largest shared ones being ICICIBANK, KOTAKBANK, HDFCBANK. From each fund's latest monthly portfolio.
Which is riskier, Aditya Birla Sun Life Balanced Advantage Fund or Aditya Birla Sun Life Flexi Cap Fund?
On SEBI's riskometer, Aditya Birla Sun Life Balanced Advantage Fund is rated Very High and Aditya Birla Sun Life Flexi Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 8.29% and 13.27% a year.
Which is better for SIP, Aditya Birla Sun Life Balanced Advantage Fund or Aditya Birla Sun Life Flexi Cap Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,84,016 in Aditya Birla Sun Life Balanced Advantage Fund (XIRR 9.8% a year) and ₹8,29,752 in Aditya Birla Sun Life Flexi Cap Fund (XIRR 12.1% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Aditya Birla Sun Life Balanced Advantage Fund and Aditya Birla Sun Life Flexi Cap Fund?
Yes. 48.4% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Aditya Birla Sun Life Balanced Advantage Fund and Aditya Birla Sun Life Flexi Cap Fund?
Aditya Birla Sun Life Balanced Advantage Fund: Mohit Sharma, Harish Krishnan, Lovelish Solanki, Rohit Karan. Aditya Birla Sun Life Flexi Cap Fund: Harish Krishnan, Dhaval Joshi.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.