Aditya Birla Sun Life Balanced Advantage Fund turns Rs 10,000 SIP to Rs 1.6 crore in 25 years
has turned Rs 10,000 monthly SIP to more than Rs 1.6 crore in the last 25 years. That implies a compounded annual growth rate (CAGR) of 11.7% during the same time.
The fund, launched on April 25, 2000, caters to investors seeking long-term growth potential and upside of equity, but at lower volatility levels. Aditya Birla Sun Life
Balanced Advantage Fund
balances the equity and fixed income exposure basis market valuation to generate a reasonable return with relatively lower volatility, according to a wealth creation study by the fund house.
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The dynamic asset allocation model automatically reduces equity exposure at higher valuation levels and helps mitigate volatility in returns. Historically, the fund has offered lower drawdowns and faster recovery compared to broader markets. It aims for consistent downside protection while still capturing meaningful upside potential.
Since 2015, the fund has generated nearly 80% of Nifty's return with an average net equity exposure of almost 52% while experiencing only 66% of Nifty's volatility. Over a three-year rolling period, the fund has delivered returns above 8% in more than 86% of instances over the last nine years
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'The 25-year journey of Aditya Birla Sun Life Balanced Advantage Fund is not just a performance milestone, it is a testament to the dedication of our team and the enduring confidence of our investors. The endeavour is to provide peace of mind to an investor by dynamically adjusting the equity and fixed income exposure and aiming to provide reasonable returns with lower volatility,' said A. Balasubramanian, MD and CEO,
Aditya Birla Sun Life AMC
.
'The fund maintains a quality-biased portfolio and invests across sectors & market capitalisation to generate alpha. ABSLAMC is confident and committed to delivering a superior investment experience, and thanks all our investors and partners for their continued faith in bull as well as bear market phases,' he added.
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The fund is jointly managed by Harish Krishnan, Lovelish Solanki and Mohit Sharma. It had assets under management of more than Rs 7,500 crore as of April 30, 2025.
The regular plan of Aditya Birla Sun Life Balanced Advantage Fund has offered 9.77% CAGR since its inception, whereas the direct plan has offered 12.44% CAGR since its inception.
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