Breaking News
Get 45% Off 0
🤼 Buffett beats S&P 500 by 20%+ in Q1. See what’s in his portfolio >>>
Copy for FREE
Close

Aditya Birla Sun Life Balanced Advantage Fund Growth (0P00005V1K)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
99.230 -1.000    -1.00%
01/04 - Closed. Currency in INR
  • Morningstar Rating:
  • Total Assets: 69.88B
Type:  Fund
Market:  India
Issuer:  Aditya Birla Sun Life AMC Ltd
ISIN:  INF084M01AB8 
Asset Class:  Equity
Aditya Birla Sun Life Balanced Advantage Fund Grow 99.230 -1.000 -1.00%

0P00005V1K Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Aditya Birla Sun Life Balanced Advantage Fund Grow (0P00005V1K) fund. Our Aditya Birla Sun Life Balanced Advantage Fund Grow portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 6.420 6.420 0.000
Stocks 70.010 70.010 0.000
Bonds 23.570 23.570 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.670 17.552
Price to Book 2.092 2.441
Price to Sales 1.889 2.220
Price to Cash Flow 11.614 12.828
Dividend Yield 1.834 1.515
5 Years Earnings Growth 41.697 19.530

Sector Allocation

Name  Net % Category Average
Financial Services 29.650 28.837
Industrials 11.980 11.604
Basic Materials 10.050 7.473
Consumer Cyclical 9.660 12.618
Technology 8.580 13.327
Energy 8.080 7.840
Consumer Defensive 7.400 6.793
Healthcare 6.360 5.205
Utilities 3.230 5.048
Real Estate 2.660 1.716
Communication Services 2.350 4.068

Region Allocation

  • Asia
  • Emerging Markets

Top Holdings

Number of long holdings: 137

Number of short holdings: 66

Name ISIN Weight % Last Change %
  ICICI Bank INE090A01021 4.09 1,318.45 -2.22%
  HDFC Bank INE040A01034 3.86 1,767.85 -3.30%
  Reliance Industries INE002A01018 3.53 1,252.60 -1.76%
7.18% Govt Stock 2037 IN0020230077 2.63 - -
  Infosys INE009A01021 2.53 1,526.50 -2.81%
  Kotak Mahindra Bank INE237A01028 2.14 2,145.90 -1.17%
Cholamandalam Investment And Fin. Co. Ltd INE121A08PJ0 2.05 - -
  Bajaj Finance INE296A01024 1.78 8,698.20 -2.77%
  India INGOVT 7.26 06-Feb-2033 IN0020220151 1.77 103.882 0.00%
Shriram Transport Finance Company Limited INE721A07RZ1 1.72 - -

Top Equity Funds by Aditya Birla Sun Life AMC Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Birla Sun Life Frontline Equity Fu 262.86B -8.61 11.25 10.08
  Birla Sun Life Frontline Equity FGR 262.86B -8.60 11.77 10.53
  Birla Sun Life Frontline EquityGR 262.86B -8.51 12.52 11.41
  Birla Sun Life Frontline Equity DIV 262.86B -8.51 9.86 10.59
  ABS Enhanced Arbitrage Div 142.97B 1.06 4.96 5.19
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00005V1K Comments

Write your thoughts about Aditya Birla Sun Life Balanced Advantage Fund Growth
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email