Aditya Birla Sun Life Balanced Advantage Fund Marks 25 Years of Performance

Aditya Birla Sun Life AMC Limited (ABSLAMC) was incorporated in the year 1994. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the promoters and major shareholders of the Company. ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. The asset manager has reported that Aditya Birla Sun Life Balanced Advantage Fund generated more than Rs 1.6 crores with a monthly systematic investment plan (SIP) of Rs 10,000 in the last 25 years. That implies a compounded annual growth rate (CAGR) of 11.7% during the same time.

The fund was launched on 25th April 2000 for investors seeking long-term growth potential and upside of equity, but at lower volatility levels. Aditya Birla Sun Life Balanced Advantage Fund dynamically balances the equity and fixed income exposure basis market valuation to generate reasonable return with relatively lower volatility. The dynamic asset allocation model automatically reduces equity exposure at higher valuation levels and helps mitigate volatility in returns. Historically, the fund has offered lower drawdowns & faster recovery compared to broader markets. It aims for consistent downside protection while still capturing meaningful upside potential. Since 2015, the fund has generated nearly 80% of Nifty’s return with an average net equity exposure of almost 52% while experiencing only 66% of Nifty’s volatility. Over a 3-year rolling period, the fund has delivered returns above 8% in more than 86% of instances over the last nine years

Commenting on fund’s 25th anniversary, A. Balasubramanian, MD and CEO, Aditya Birla Sun Life AMC Ltd said, “The 25-year journey of Aditya Birla Sun Life Balanced Advantage Fund is not just a performance milestone, it is a testament to the dedication of our team and the enduring confidence of our investors. The endeavour is to provide peace of mind to an investor by dynamically adjusting the equity and fixed income exposure and aiming to provide reasonable returns with lower volatility. The fund maintains a quality biased portfolio and invests across sectors & market capitalisation to generate alpha. ABSLAMC is confident and committed to delivering a superior investment experience and thank all our investors and partners for their continued faith in bull as well as bear market phases. 

The fund is jointly managed by Harish Krishnan, Lovelish Solanki and Mohit Sharma. It had assets under management of more than Rs 7,500 crore as of 30th April 2025.