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MF_131670

Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

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End Amount
₹35,376.46
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.05%
MF_131670 Return
Benchmark CAGR
10.63%
Nifty 50
Inflation Adj. CAGR
6.07%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.60
Volatility vs Benchmark
Sharpe Ratio
0.48
Risk-Adjusted Return
Sortino Ratio
0.71
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 50% 15% 33%
60 days 48% 13% 20%
90 days 48% 11% 16%
180 days 51% 8% 11%
1Yr 50% 6% 8%
3Yr 30% 2% 3%
5Yr 24% 2% 3%
7Yr 8% 0% 2%
10Yr 0% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option Nifty 50
30 days -1.8% | -40.6% | 13.3% | 106.4% 26.6% | -62.0% | 13.7% | 174.8%
60 days -19.6% | -26.3% | 11.9% | 82.7% -23.0% | -47.1% | 15.9% | 119.3%
90 days -14.1% | -21.9% | 10.9% | 66.9% -25.0% | -39.8% | 14.5% | 104.3%
1 Year 2.2% | -5.4% | 10.1% | 35.3% -10.0% | -15.8% | 11.1% | 57.3%
3 Years 11.7% | 2.3% | 12.5% | 17.0% 7.7% | 2.2% | 13.9% | 24.6%
5 Years 9.5% | 7.0% | 11.7% | 17.2% 6.4% | 3.7% | 14.2% | 21.9%
7 Years 11.7% | 10.4% | 11.7% | 13.1% 11.2% | 11.0% | 13.8% | 15.9%
10 Years 10.5% | 10.7% | 12.0% | 13.3% 11.7% | 11.2% | 12.8% | 14.9%
Periods of Negative Return (Drawdowns) 9 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 18, 2015 July 16, 2015 148 days 7% Nifty 50: 10% 10906 10153 10912
Aug. 19, 2015 April 19, 2016 244 days 13% Nifty 50: 18% 11110 9710 11115
June 3, 2019 Sept. 21, 2019 110 days 5% Nifty 50: 11% 15948 15128 16121
Jan. 17, 2020 Aug. 21, 2020 217 days 26% Nifty 50: 38% 16832 12395 16838
Aug. 28, 2020 Nov. 4, 2020 68 days 7% Nifty 50: 7% 17125 16001 17136
Jan. 17, 2022 Aug. 12, 2022 207 days 8% Nifty 50: 16% 22632 20881 22632
Sept. 27, 2024 May 10, 2025 225 days 9% Nifty 50: 15% 32864 29994 32989
Feb. 11, 2026 June 17, 2026 126 days 8% Nifty 50: 14% 35310 32613 35315
Aug. 10, 2026 Oct. 30, 2026 81 days 6% Nifty 50: 10% 36799 34665 35376