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Wednesday, September 5, 2018

Aditya Birla SL Balanced Advantage Fund

Assets under management: ₹3421 crore
Fund manager: Mohit Sharma / Vineet Maloo
Top 3 equity holding: ITC, HDFC Bank, ICICI Bank
1-year return: 2.32 per cent 

Aditya Birla SL Balanced Advantage Fund  is A conservative fund, it decides the equity allocation using parameters such as trailing PE ratio of S&P BSE 100 and other ratios like P/B and dividend yield. Over the last one year the net equity position has stayed between 32-37 per cent. Fund performance has lagged rivals over the last one year, due to low net equity position in a rising market. The fund also lost out as it was overweight ITC and underweight Reliance.





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