Hybrid Fund are mutual funds that invest in a mix of equity and debt instruments. Their aim is to access growth potential of equity along with lower volatility of debt.

A balanced advantage fund is a sub-category of hybrid mutual funds as laid down by SEBI. It allows for a dynamic allocation between equity and debt (anywhere from 0 to 100%) as per the investment strategy charted out by the AMC of the fund.

Aditya Birla Sun Life Balanced Advantage Fund requires a minimum of 65% allocation to equity instruments. The rest can be allocated towards debt instruments.

Balanced Advantage Funds (BAFs) are generally considered less volatile than pure equity funds because they dynamically adjust their allocation between equity and debt based on market conditions. However, they are still subject to market volatility and credit risks associated with debt investments.
Source: SEBI / AMFI

No. Balanced Advantage Funds may be suitable for investors with a moderate-to-high risk appetite seeking long-term growth with managed volatility. They may not be suitable for short-term investors, those seeking guaranteed returns, or investors looking for predominantly equity-oriented investments.
Source: AMFI / ABSLMF

Balanced Advantage Funds are subject to market risks as they invest in both equity and debt instruments. Their returns may be affected by equity market volatility, interest rate changes, credit risks, and fluctuations in security prices.
Source: SEBI / ABSLMF

There is no fixed frequency. Asset allocation may change based on market conditions and the fund’s investment model.
Source: AMFI / ABSLMF

Rebalancing does not necessarily follow a fixed schedule, such as quarterly or annually. It may occur dynamically based on market movements, valuation parameters, and the fund’s investment strategy.
Source: AMFI / ABSLMF

A long-term investment horizon of at least 3 to 5 years may be suitable for Balanced Advantage Funds, allowing the fund’s dynamic asset allocation strategy to navigate short-term market volatility and different market cycles.
Source: AMFI / ABSLMF

Aditya Birla Sun Life Balanced Advantage Fund is an open-ended hybrid mutual fund allocation fund that invests across equity and debt instruments based on market conditions and the fund’s investment strategy.
Source: SEBI / ABSLMF

The scheme is categorized as “Very High Risk” on the SEBI Riskometer, reflecting the risks associated with its investments in equity and debt instruments.
Source: SEBI / ABSLMF

The expense ratio is approximately 0.59%–0.60% for the Direct Plan and 1.50%–1.76% for the Regular Plan and may vary slightly based on the total AUM slab.
Source: AMFI / ABSLMF

You can redeem your investments online through the ABSLMF portal or app, through mutual fund investment platforms, or offline by submitting a transaction slip at an AMC branch or CAMS service centre. An exit load of 0.25% applies if units are redeemed within 7 days.
Source: ABSLMF / CAMS

The minimum lump sum investment is ₹100, while the minimum SIP investment is ₹100 per month.