Compare JioBlackRock Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund
JioBlackRock Balanced Advantage Fund
HybridDynamic Asset Allocation
Aditya Birla Sun Life Balanced Advantage Fund
HybridDynamic Asset Allocation
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.07
1.95
NAV
₹10.07
₹125.58
Fund Started
11 Sep 2026
15 Mar 2000
Fund Size
-
₹9836.35 Cr
Exit Load
-
Exit load of 0.25%, if redeemed within 7 days.
1 Year
-
0.48%
3 Year
-
9.65%
5 Year
-
8.02%
Equity
0.00%
67.42%
Cash
0.00%
17.51%
Top 10 Holdings
-
Name | Assets |
|---|---|
ICICI Bank Ltd. | 3.82% |
Kotak Mahindra Bank Ltd. | 2.95% |
HDFC Bank Ltd. | 2.67% |
Reliance Industries Ltd. | 2.00% |
State Bank of India | 1.94% |
Axis Bank Ltd. | 1.68% |
Tech Mahindra Ltd. | 1.62% |
Sona BLW Precision Forgings Ltd. | 1.60% |
Infosys Ltd. | 1.49% |
Cholamandalam Investment and Finance Company Ltd. | 1.48% |
Name
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Start Date
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Description
The scheme seeks to generate long term capital appreciation with income generation by investing in a dynamically managed portfolio of equity and debt instruments.
The Scheme seeks 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.
Launch Date
11 Sep 2026
15 Mar 2000
