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Fund Name	NAV Date	NAV	Rupee Change	Percent Change
Aditya Birla Sun Life Balanced Advantage Fund -REGULAR - IDCW	06/Jun/2023	23.17	0.0300	0.1296%
Aditya Birla Sun Life Balanced Advantage Fund -DIRECT - IDCW	06/Jun/2023	25.72	0.0300	0.1168%
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	06/Jun/2023	79.09	0.0900	0.1139%
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option	06/Jun/2023	87.68	0.1000	0.1142%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Aditya Birla Sun Life Balanced Advantage Fund Analysis

Performance Summary of Fund

Bmsmoney Dynamic Asset Allocation or Balanced Advantage Category Rank: 6

Positive Aspects of Fund

Negative Aspects of Fund

Aditya Birla Sun Life Balanced Advantage Fund Performance Snapshot (Regular Plan)

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KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	3.05	2.59	Yes	Yes	No	5/24	1.62 / 3.58
1M Rolling Return %	1.01	0.84	Yes	No	No	8/23	0.22 / 1.64
3M Return %	5.89	5.50	Yes	No	No	10/24	3.76 / 6.74
3M Rolling Return %	2.28	1.60	Yes	No	No	7/23	-0.90 / 4.44
6M Return %	2.53	2.10	Yes	No	No	12/24	-0.98 / 5.61
6M Rolling Return %	2.35	2.11	Yes	No	No	9/22	0.32 / 5.90
1Y Return %	11.60	10.70	Yes	Yes	No	5/23	6.85 / 19.44
1Y Rolling Return %	7.15	7.35	No	No	No	8/18	1.79 / 18.67
3Y Return %	15.31	13.62	Yes	Yes	No	5/18	7.90 / 26.41
3Y Rolling Return %	11.83	10.46	Yes	No	No	5/13	4.72 / 14.93
5Y Return %	9.54	8.41	Yes	No	No	5/13	5.32 / 13.37
Standard Deviation	11.18	10.36	No	No	No	12/18	7.23 / 15.45
Semi Deviation	6.03	5.83	No	No	No	13/18	4.66 / 9.54
Max Drawdown	-5.57	-6.26	Yes	No	No	8/18	-10.45 / -1.47
VaR 1 Y	-6.25	-7.24	Yes	No	No	7/18	-11.22 / -3.49
Average Drawdown	-2.40	-2.52	Yes	No	No	8/18	-4.24 / -0.86
Sharpe Ratio	0.97	0.82	Yes	No	No	8/18	0.22 / 1.40
Sterling Ratio	1.20	1.05	Yes	No	No	7/18	0.48 / 1.95
Sortino Ratio	0.78	0.63	Yes	No	No	6/18	0.14 / 1.50
Jensen Alpha	0.02	-1.51	Yes	No	No	5/10	-8.54 / 4.01
Treynor Ratio	0.10	0.09	Yes	No	No	4/10	0.03 / 0.14
Modigliani Square measure	15.86	17.14	No	No	No	7/10	9.53 / 23.35
Active Return	0.00	-0.03	Yes	Yes	No	2/10	-0.12 / 0.04

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

June 6, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Aditya Birla Sun Life Balanced Advantage Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Aditya Birla Sun Life Balanced Advantage Fund

Top Performing Funds in Dynamic Asset Allocation or Balanced Advantage Category

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Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Icici Prudential Balanced Advantage Fund	1	The Icici Prudential Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Balanced Advantage Fund performance snapshot section.	11.04%	16.33%	-1.47%	-3.49%	1.35	1.50	0.45
Kotak Balanced Advantage Fund	4	The Kotak Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has nine KPIs that are in top quartile. The fund has 53% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Kotak Balanced Advantage Fund performance snapshot section.	11.25%	14.16%	-4.23%	-4.92%	1.06	0.94	0.47
Nippon India Balanced Advantage Fund	3	The Nippon India Balanced Advantage Fund is a Balanced Hybrid Fund. In the Balanced Hybrid Fund category there are 24 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Nippon India Balanced Advantage Fund performance snapshot section.	10.64%	15.10%	-3.85%	-5.53%	1.07	0.74	0.40
Tata Balanced Advantage Fund	2	The Tata Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has 15 KPIs that are in top quartile. The fund has 71% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Tata Balanced Advantage Fund performance snapshot section.	11.51%	15.07%	-3.89%	-4.86%	1.11	0.89	0.47

Aditya Birla Sun Life Balanced Advantage Fund Performance Snapshot (Direct Plan)

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KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	3.17	2.70	Yes	Yes	No	5/24	1.78 / 3.62
1M Rolling Return %	1.12	0.95	Yes	No	No	8/23	0.32 / 1.69
3M Return %	6.25	5.85	Yes	No	No	10/24	4.17 / 7.14
3M Rolling Return %	2.58	1.93	Yes	No	No	7/23	-0.60 / 4.62
6M Return %	3.17	2.75	Yes	No	No	10/24	-0.06 / 6.11
6M Rolling Return %	2.97	2.77	Yes	No	No	9/22	0.87 / 6.27
1Y Return %	12.99	12.17	Yes	Yes	No	6/23	8.80 / 20.26
1Y Rolling Return %	8.53	8.72	No	No	No	8/18	3.07 / 19.48
3Y Return %	16.73	15.05	Yes	No	No	6/18	9.46 / 27.20
3Y Rolling Return %	13.12	11.66	Yes	Yes	No	4/13	5.32 / 16.58
5Y Return %	10.82	9.61	Yes	Yes	No	4/13	6.15 / 14.16
Standard Deviation	11.18	10.36	No	No	No	12/18	7.23 / 15.45
Semi Deviation	6.03	5.83	No	No	No	13/18	4.66 / 9.54
Max Drawdown	-5.57	-6.26	Yes	No	No	8/18	-10.45 / -1.47
VaR 1 Y	-6.25	-7.24	Yes	No	No	7/18	-11.22 / -3.49
Average Drawdown	-2.40	-2.52	Yes	No	No	8/18	-4.24 / -0.86
Sharpe Ratio	0.97	0.82	Yes	No	No	8/18	0.22 / 1.40
Sterling Ratio	1.20	1.05	Yes	No	No	7/18	0.48 / 1.95
Sortino Ratio	0.78	0.63	Yes	No	No	6/18	0.14 / 1.50
Jensen Alpha	0.02	-1.51	Yes	No	No	5/10	-8.54 / 4.01
Treynor Ratio	0.10	0.09	Yes	No	No	4/10	0.03 / 0.14
Modigliani Square measure	15.86	17.14	No	No	No	7/10	9.53 / 23.35
Active Return	0.00	-0.03	Yes	Yes	No	2/10	-0.12 / 0.04

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

June 6, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Aditya Birla Sun Life Balanced Advantage Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	3.05%	3.17%
1M Rolling Return %	1.01%	1.12%
3M Return %	5.89%	6.25%
3M Rolling Return %	2.28%	2.58%
6M Return %	2.53%	3.17%
6M Rolling Return %	2.35%	2.97%
1Y Return %	11.60%	12.99%
1Y Rolling Return %	7.15%	8.53%
3Y Return %	15.31%	16.73%
3Y Rolling Return %	11.83%	13.12%
5Y Return %	9.54%	10.82%
Standard Deviation	11.18%	11.18%
Semi Deviation	6.03%	6.03%
Max Drawdown	-5.57%	-5.57%
VaR 1 Y	-6.25%	-6.25%
Average Drawdown	-2.40%	-2.40%
Sharpe Ratio	0.97%	0.97%
Sterling Ratio	1.20%	1.20%
Sortino Ratio	0.78%	0.78%
Jensen Alpha	0.02%	0.02%
Treynor Ratio	0.10%	0.10%
Modigliani Square measure	15.86%	15.86%
Active Return	0.00%	0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Aditya Birla Sun Life Balanced Advantage Fund Expected Return

Investment Period	Mini. Possible Return _{in Investment Period}	Max. Possible Return _{in Investment Period}	Expected Return _{in Investment Period}	Loss Probability _{in Investment Period}
10 Year	6.61%	12.75%	9.70%	0.00%
One Year	-28.60%	49.73%	10.73%	10.86%
Three Year	-0.26%	26.10%	10.08%	0.05%
Five Year	3.42%	22.18%	10.12%	0.00%
Seven Year	5.51%	16.03%	9.57%	0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

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Dynamic Asset Allocation or Balanced Advantage Category Performance Analysis

Return Chart (Regular Plan)

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Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Iti Balanced Advantage Fund	0.28	1	0.31	18	2.07	20	4.49	19	1.23	18	7.07	22	7.90	18
Pgim India Balanced Advantage Fund	0.25	2	0.25	21	2.45	16	6.13	6	2.19	15	10.90	11
Motilal Oswal Dynamic Fund (Mofdynamic)	0.22	3	0.76	1	2.78	10	3.84	23	0.30	20	8.13	19	8.11	17	5.32	13
Axis Dynamic Equity Fund	0.20	4	0.47	9	3.58	1	6.74	1	2.31	14	10.26	15	11.97	12	7.28	9
Sbi Balanced Advantage Fund	0.15	5	0.62	4	2.70	11	6.56	3	5.61	1	13.30	3
Tata Balanced Advantage Fund	0.15	6	0.43	13	2.46	15	5.75	12	2.74	7	11.51	6	15.07	7
Mirae Asset Balanced Advantage Fund	0.15	7	0.57	6	2.81	9	6.74	2	3.11	5
Hdfc Balanced Advantage Fund	0.14	8	0.49	8	2.05	21	6.52	4	3.80	2	19.44	1	26.41	1	13.37	1
Dsp Dynamic Asset Allocation Fund	0.13	9	0.44	12	2.92	8	5.27	16	3.35	4	9.56	17	9.90	16	7.81	7
Union Balanced Advantage Fund	0.13	10	0.32	17	1.99	22	4.47	20	2.65	10	9.13	18	13.27	9	9.67	4
Mahindra Manulife Balanced Dhan Sanchay Yojana	0.12	11	0.74	2	3.47	2	5.49	14	-0.44	23	7.50	21
Aditya Birla Sun Life Balanced Advantage Fund	0.11	12	0.50	7	3.05	5	5.89	10	2.53	12	11.60	5	15.31	5	9.54	5
Idfc Balanced Advantage Fund	0.11	13	0.60	5	3.07	4	6.51	5	2.74	8	10.69	12	11.59	14	7.76	8
Icici Prudential Balanced Advantage Fund	0.11	14	0.40	15	1.75	23	4.47	21	2.97	6	11.04	9	16.33	3	10.30	3
Baroda Bnp Paribas Balanced Advantage Fund	0.10	15	0.70	3	2.95	7	5.98	8	2.54	11	14.67	2	17.01	2
Edelweiss Balanced Advantage Fund	0.08	16	0.37	16	3.07	3	5.61	13	2.00	16	11.10	8	15.88	4	10.97	2
Kotak Balanced Advantage Fund	0.08	17	0.31	19	2.39	17	5.18	18	3.80	3	11.25	7	14.16	8
Lic Mf Balanced Advantage Fund	0.06	18	0.13	23	2.97	6	5.92	9	2.73	9	11.01	10
Bank Of India Equity Debt Rebalancer Fund	0.05	19	0.07	24	2.14	18	5.79	11	0.01	21	10.39	14	11.72	13	5.41	12
Uti Unit Linked Insurance Plan	0.04	20	0.46	10	2.50	14	5.33	15	2.45	13	7.99	20	12.09	11	6.11	11
Sundaram Balanced Advantage Fund	0.02	21	0.19	22	2.13	19	4.39	22	-0.17	22	10.12	16
Nippon India Balanced Advantage Fund	0.00	22	0.46	11	2.53	13	5.23	17	1.17	19	10.64	13	15.10	6	9.01	6
Invesco India Dynamic Equity Fund	0.00	23	0.41	14	2.64	12	6.02	7	1.75	17	11.98	4	12.56	10	6.81	10
Shriram Balanced Advantage Fund	-0.01	24	0.29	20	1.62	24	3.76	24	-0.98	24	6.85	23	10.74	15

Returns (Direct Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Iti Balanced Advantage Fund	0.28	1	0.34	17	2.36	18	5.14	19	2.26	18	9.26	21	10.20	17
Motilal Oswal Dynamic Fund (Mofdynamic)	0.23	2	0.79	1	2.89	10	4.17	24	0.91	20	9.45	20	9.46	18	6.58	12
Axis Dynamic Equity Fund	0.18	3	0.49	9	3.61	2	7.08	2	2.96	13	11.69	15	13.45	11	8.73	9
Pgim India Balanced Advantage Fund	0.16	4	0.16	23	2.52	16	6.50	6	2.94	14	12.78	8
Tata Balanced Advantage Fund	0.15	5	0.45	14	2.59	14	6.16	11	3.51	7	13.22	5	16.93	5
Sbi Balanced Advantage Fund	0.15	6	0.63	4	2.78	11	6.83	4	6.11	1	14.43	3
Mirae Asset Balanced Advantage Fund	0.15	7	0.60	6	2.94	9	7.14	1	3.85	5
Dsp Dynamic Asset Allocation Fund	0.14	8	0.46	13	3.03	8	5.60	15	3.98	4	10.91	17	11.38	16	9.42	7
Hdfc Balanced Advantage Fund	0.14	9	0.50	8	2.11	21	6.68	5	4.14	3	20.26	1	27.20	1	14.16	1
Icici Prudential Balanced Advantage Fund	0.13	10	0.42	15	1.81	23	4.65	22	3.33	9	11.80	14	17.07	4	11.05	3
Mahindra Manulife Balanced Dhan Sanchay Yojana	0.12	11	0.77	2	3.62	1	5.97	13	0.47	23	9.57	19
Aditya Birla Sun Life Balanced Advantage Fund	0.11	12	0.53	7	3.17	5	6.25	10	3.17	10	12.99	6	16.73	6	10.82	4
Idfc Balanced Advantage Fund	0.11	13	0.63	5	3.19	4	6.89	3	3.44	8	12.26	11	13.18	12	9.29	8
Baroda Bnp Paribas Balanced Advantage Fund	0.10	14	0.72	3	3.07	7	6.29	9	3.14	12	16.21	2	18.59	2
Kotak Balanced Advantage Fund	0.08	15	0.33	18	2.50	17	5.51	18	4.43	2	12.61	9	15.61	8
Edelweiss Balanced Advantage Fund	0.07	16	0.40	16	3.19	3	5.92	14	2.64	16	12.56	10	17.47	3	12.50	2
Lic Mf Balanced Advantage Fund	0.06	17	0.16	22	3.13	6	6.39	8	3.63	6	12.94	7
Union Balanced Advantage Fund	0.06	18	0.30	20	2.01	22	4.70	21	3.15	11	10.44	18	14.54	9	10.68	5
Bank Of India Equity Debt Rebalancer Fund	0.05	19	0.09	24	2.21	20	5.98	12	0.48	22	11.48	16	12.54	15	6.15	13
Uti Unit Linked Insurance Plan	0.04	20	0.48	11	2.56	15	5.52	17	2.82	15	8.80	23	12.95	13	6.85	11
Invesco India Dynamic Equity Fund	0.02	21	0.46	12	2.77	12	6.41	7	2.47	17	13.52	4	14.07	10	8.18	10
Sundaram Balanced Advantage Fund	0.02	22	0.22	21	2.27	19	4.80	20	0.58	21	11.84	13
Nippon India Balanced Advantage Fund	0.01	23	0.48	10	2.64	13	5.56	16	1.79	19	12.07	12	16.68	7	10.48	6
Shriram Balanced Advantage Fund	0.00	24	0.33	19	1.78	24	4.27	23	-0.06	24	8.84	22	12.81	14

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Balanced Advantage Fund	1.01	8	2.28	7	2.35	9	7.15	8	11.83	5
Axis Dynamic Equity Fund	0.82	13	1.12	17	1.02	17	6.48	11	8.82	10
Shriram Balanced Advantage Fund	0.84	12	0.59	19	0.82	19	5.77	14
Boi Axa Equity Debt Rebalancer Fund	0.80	14	2.92	2	4.48	2	11.66	2	4.72	13
Dsp Dynamic Asset Allocation Fund	0.55	19	0.22	21	1.48	16	3.76	17	9.70	8
Edelweiss Balanced Advantage Fund	0.71	17	1.54	13	1.59	13	7.68	6	14.93	1
Hdfc Balanced Advantage Fund	1.64	1	4.44	1	5.90	1	18.67	1	14.29	2
Icici Prudential Balanced Advantage Fund	0.91	11	2.13	8	3.06	5	9.34	3	12.17	4
Idfc Dynamic Equity Fund	0.54	20	0.35	20	0.57	20	5.14	15	10.45	7
Invesco India Dynamic Equity Fund	1.12	3	2.35	5	1.84	11	6.65	10	8.54	11
Iti Balanced Advantage Fund	0.37	21	1.51	14	0.97	18	6.14	12
Kotak Balanced Advantage Fund	1.01	9	1.80	10	3.24	4	7.00	9
Motilal Oswal Dynamic Fund (Mofdynamic)	0.22	23	-0.90	23	0.32	22	1.79	18	7.71	12
Nippon India Balanced Advantage Fund	1.06	5	1.79	11	1.82	12	7.60	7	11.22	6
Tata Balanced Advantage Fund	0.94	10	2.32	6	2.54	6	8.59	4
Union Balanced Advantage Fund	0.59	18	1.26	16	2.00	10	4.95	16	12.60	3
Uti Unit Linked Insurance Plan	0.34	22	0.04	22	0.49	21	6.02	13	9.01	9
Pgim India Balanced Advantage Fund	1.05	6	0.78	18	1.54	14
Sbi Balanced Advantage Fund	1.04	7	2.64	3	4.00	3
Lic Mf Balanced Advantage Fund	0.73	16	1.99	9	2.41	8
Mahindra Manulife Balanced Advantage Yojana	0.79	15	1.49	15
Sundaram Balanced Advantage Fund	1.18	2	1.73	12	1.51	15
Baroda Bnp Paribas Balanced Advantage Fund	1.08	4	2.38	4	2.47	7	7.92	5

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Edelweiss Balanced Advantage Fund	0.81	17	1.86	15	2.24	15	9.19	6	16.58	1
Aditya Birla Sun Life Balanced Advantage Fund	1.12	8	2.58	7	2.97	9	8.53	8	13.12	4
Axis Dynamic Equity Fund	0.91	14	1.43	17	1.67	19	7.93	12	10.27	9
Shriram Balanced Advantage Fund	0.99	11	1.03	19	1.75	18	7.73	13
Boi Axa Equity Debt Rebalancer Fund	0.91	15	3.17	2	4.97	2	12.44	2	5.32	13
Dsp Dynamic Asset Allocation Fund	0.65	20	0.52	21	2.10	16	5.12	17	11.35	8
Hdfc Balanced Advantage Fund	1.69	1	4.62	1	6.27	1	19.48	1	15.00	2
Icici Prudential Balanced Advantage Fund	0.97	12	2.29	9	3.41	5	10.05	4	12.84	5
Idfc Dynamic Equity Fund	0.67	19	0.70	20	1.27	20	6.75	15	12.03	7
Invesco India Dynamic Equity Fund	1.20	3	2.69	5	2.56	11	8.09	11	9.96	10
Iti Balanced Advantage Fund	0.48	21	2.01	13	1.94	17	8.18	10
Kotak Balanced Advantage Fund	1.13	7	2.12	12	3.87	4	8.33	9
Motilal Oswal Dynamic Fund (Mofdynamic)	0.32	23	-0.60	23	0.92	21	3.07	18	9.01	12
Nippon India Balanced Advantage Fund	1.18	5	2.12	10	2.52	12	9.19	7	12.76	6
Tata Balanced Advantage Fund	1.06	10	2.71	4	3.32	6	10.36	3
Union Balanced Advantage Fund	0.69	18	1.61	16	2.61	10	6.30	16	13.57	3
Uti Unit Linked Insurance Plan	0.41	22	0.23	22	0.87	22	6.81	14	9.79	11
Pgim India Balanced Advantage Fund	1.18	4	1.22	18	2.39	13
Sbi Balanced Advantage Fund	1.12	9	2.91	3	4.50	3
Lic Mf Balanced Advantage Fund	0.87	16	2.44	8	3.30	7
Mahindra Manulife Balanced Advantage Yojana	0.95	13	1.97	14
Sundaram Balanced Advantage Fund	1.30	2	2.12	11	2.30	14
Baroda Bnp Paribas Balanced Advantage Fund	1.16	6	2.69	6	3.17	8	9.43	5

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Balanced Advantage Fund	-6.25	7	-5.57	8	-2.40	8	11.18	12	6.03	13
Axis Dynamic Equity Fund	-8.23	14	-7.28	13	-2.98	15	8.38	3	5.62	9
Shriram Balanced Advantage Fund	-8.04	12	-4.54	5	-2.14	7	8.02	2	5.21	6
Bank Of India Equity Debt Rebalancer Fund	-10.13	16	-6.30	10	-3.51	17	11.42	16	6.20	15
Dsp Dynamic Asset Allocation Fund	-6.26	8	-6.29	9	-1.99	6	9.40	6	4.79	3
Edelweiss Balanced Advantage Fund	-7.68	10	-6.51	11	-2.89	11	10.18	10	6.19	14
Hdfc Balanced Advantage Fund	-10.55	17	-5.53	7	-2.82	10	15.45	18	9.54	18
Icici Prudential Balanced Advantage Fund	-3.49	1	-1.47	1	-0.86	1	9.54	7	4.74	2
Idfc Balanced Advantage Fund	-7.74	11	-9.42	16	-2.97	14	10.94	11	5.86	11
Invesco India Dynamic Equity Fund	-7.03	9	-7.25	12	-2.77	9	10.12	9	5.82	10
Iti Balanced Advantage Fund	-8.71	15	-8.48	15	-4.24	18	12.81	17	5.88	12
Kotak Balanced Advantage Fund	-4.92	3	-4.23	4	-1.44	2	9.84	8	5.05	4
Motilal Oswal Dynamic Fund (Mofdynamic)	-11.22	18	-10.45	18	-3.11	16	11.21	14	6.55	16
Nippon India Balanced Advantage Fund	-5.53	4	-3.85	2	-1.67	3	8.97	4	5.47	8
Tata Balanced Advantage Fund	-4.86	2	-3.89	3	-1.88	5	9.25	5	5.08	5
Union Balanced Advantage Fund	-5.71	5	-4.72	6	-1.84	4	11.18	13	5.36	7
Uti Unit Linked Insurance Plan	-5.88	6	-7.40	14	-2.92	13	7.23	1	4.66	1
Sundaram Balanced Advantage Fund
Baroda Bnp Paribas Balanced Advantage Fund	-8.08	13	-9.44	17	-2.89	12	11.38	15	6.93	17

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Balanced Advantage Fund	0.97	8	0.78	6	1.20	7	0.43	0.02	5	1.07	2	0.89	5	0.10	4	15.86	7	0.00	2
Axis Dynamic Equity Fund	0.52	14	0.27	17	0.68	17	0.36
Shriram Balanced Advantage Fund	0.58	13	0.32	15	0.83	11	0.40	-1.20	6	0.62	10	0.86	6	0.07	7	17.82	5	-0.08	8
Bank Of India Equity Debt Rebalancer Fund	0.45	16	0.31	16	0.78	12	0.45
Dsp Dynamic Asset Allocation Fund	0.51	15	0.38	13	0.75	14	0.46	-2.78	8	0.70	9	0.81	8	0.07	8	15.48	8	-0.08	9
Edelweiss Balanced Advantage Fund	1.02	7	0.69	9	1.11	8	0.41	0.10	4	1.04	3	0.96	1	0.10	5	16.96	6	0.00	3
Hdfc Balanced Advantage Fund	1.40	1	1.00	2	1.95	1	0.40
Icici Prudential Balanced Advantage Fund	1.35	2	1.50	1	1.83	2	0.45	4.01	1	0.97	4	0.85	7	0.13	2	20.63	3	0.04	1
Idfc Balanced Advantage Fund	0.67	12	0.49	11	0.77	13	0.47
Invesco India Dynamic Equity Fund	0.78	10	0.53	10	0.90	10	0.47	-2.40	7	0.84	5	0.90	4	0.09	6	18.33	4	-0.04	7
Iti Balanced Advantage Fund	0.41	17	0.35	14	0.69	16	0.49	-8.54	10	1.23	1	0.67	10	0.04	9	9.53	10	-0.01	4
Kotak Balanced Advantage Fund	1.06	5	0.94	3	1.29	4	0.47
Motilal Oswal Dynamic Fund (Mofdynamic)	0.22	18	0.14	18	0.48	18	0.46	-8.14	9	0.84	6	0.79	9	0.03	10	10.41	9	-0.12	10
Nippon India Balanced Advantage Fund	1.07	4	0.74	7	1.26	5	0.40	2.35	2	0.70	8	0.90	3	0.14	1	23.03	2	-0.04	6
Tata Balanced Advantage Fund	1.11	3	0.89	4	1.31	3	0.47	1.49	3	0.78	7	0.95	2	0.13	3	23.35	1	-0.01	5
Union Balanced Advantage Fund	0.91	9	0.88	5	1.23	6	0.46
Uti Unit Linked Insurance Plan	0.75	11	0.43	12	0.75	15	0.37
Sundaram Balanced Advantage Fund
Baroda Bnp Paribas Balanced Advantage Fund	1.05	6	0.71	8	1.03	9	0.43

Aditya Birla Sun Life Balanced Advantage Fund Additional Return Analysis

Aditya Birla Sun Life Balanced Advantage Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}	1001.14	1004.96	1030.49	1058.91	1025.28	1115.99	1533.05	1577.38
Direct Plan _{Value of 1000 Rupee}	1001.14	1005.27	1031.65	1062.53	1031.65	1129.90	1590.42	1671.69

Fund Information

Fund Launch Date: 15/Mar/2000
Fund Category: Dynamic Asset Allocation or Balanced Advantage
Investment Objective: 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. There can be no assurance that the investment objective of the Scheme will be realized.
Fund Description: It is an open-ended dynamic asset allocation scheme which dynamically balances the portfolio between Equity and Fixed income securities based on market valuations to generate long term wealth at a relatively low volatility
Fund Benchmark: CRISIL Hybrid 50+50 - Moderate Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

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Table of Contents

Aditya Birla Sun Life Balanced Advantage Fund

Fund Nav

Fund Performance Analysis

Aditya Birla Sun Life Balanced Advantage Fund Analysis

Performance Summary of Fund

Bmsmoney Dynamic Asset Allocation or Balanced Advantage Category Rank: 6

Positive Aspects of Fund

Negative Aspects of Fund

Aditya Birla Sun Life Balanced Advantage Fund Performance Snapshot (Regular Plan)

Aditya Birla Sun Life Balanced Advantage Fund Performance vs Category Average

Top Performing Peers of Aditya Birla Sun Life Balanced Advantage Fund

Top Performing Funds in Dynamic Asset Allocation or Balanced Advantage Category

Aditya Birla Sun Life Balanced Advantage Fund Performance Snapshot (Direct Plan)

Aditya Birla Sun Life Balanced Advantage Fund Regular vs Direct Plan Performance

Aditya Birla Sun Life Balanced Advantage Fund Expected Return

Methodology

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Dynamic Asset Allocation or Balanced Advantage Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Aditya Birla Sun Life Balanced Advantage Fund Additional Return Analysis

Aditya Birla Sun Life Balanced Advantage Fund Value of Investment

Fund Information

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Bmsmoney Highlights

Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

Advantages And Disadvantages Of Money Market Mutual Funds

Understanding The Treynor Ratio A Comprehensive Guide For Mutual Fund Investments

Understanding The Sortino Ratio In Mutual Funds, Its Advantages And Disadvantages: A Guide For Layman Investors