Aditya Birla Sun Life Balanced Advantage Fund Reinvestment Inc Dist cum Cap Wdrl

Aditya Birla Sun Life Balanced Advantage Fund Reinvestment Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 25 April, 2000. The fund is managed by Mohit Sharma, Lovelish Solanki, Harish Krishnan. This fund gives you the benefit of diversification.

1. Aditya Birla Sun Life Balanced Advantage Fund Reinvestment Inc Dist cum Cap Wdrl has ₹7710 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 1.8.
   

Aditya Birla Sun Life Balanced Advantage Fund Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 0.00% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.56%, 15.49% and 14.86% respectively.

Aditya Birla Sun Life Balanced Advantage Fund Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Corporate, Cash Equivalent, Financial Services, Government, Industrial, Basic Materials, Consumer Cyclical, Tech, Consumer Defensive, Energy, Health, Real Estate, Utilities, Communication.

As it is a dynamic asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Aditya Birla Sun Life Balanced Advantage Fund Reinvestment Inc Dist cum Cap Wdrl has no lock in period.