Aditya Birla Sun Life Balanced Advantage Fund
Direct · Growth ₹124.11
24 Apr 2026
NAV
12.4%
3Y CAGR
12.0%
5Y CAGR
12.3%
10Y CAGR
12.4%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
9.85
Sharpe
-26.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.64 L | 13.7% | -40.9% | 48.8% |
| 3 Years | ₹36.00 L | ₹43.41 L | 12.4% | -12.3% | 21.1% |
| 5 Years | ₹60.00 L | ₹80.95 L | 11.9% | -2.7% | 18.2% |
| 10 Years | ₹1.20 Cr | ₹2.26 Cr | 12.3% | 10.5% | 14.1% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 13.7% | -0.6% | +14.3% |
| 3 Years | 12.4% | 10.9% | +1.5% |
| 5 Years | 11.9% | 11.0% | +0.9% |
| 10 Years | 12.3% | 11.9% | +0.4% |