365Telugu.com online news,Mumbai, May 27, 2025: Aditya Birla Sun Life AMC Limited (ABSLAMC), established in 1994, is the investment manager of Aditya Birla Sun Life Mutual Fund. Promoted by Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc., the company has been a key player in India’s mutual fund industry.
In a remarkable achievement, ABSLAMC has revealed that the Aditya Birla Sun Life Balanced Advantage Fund has generated over ₹1.6 crore from a monthly SIP of ₹10,000 over a 25-year period. This translates to a compounded annual growth rate (CAGR) of 11.7%. Additionally, a lump sum investment of ₹1 lakh in the same period would have grown to more than ₹10.3 lakh.
Launched on April 25, 2000, the Balanced Advantage Fund was designed for investors seeking long-term growth with equity exposure but at lower volatility. The fund employs a dynamic asset allocation strategy, automatically adjusting the balance between equities and fixed income based on market valuations. This approach aims to deliver steady returns with reduced volatility, shielding investors from major market downturns while capturing upside potential.
ఇది కూడా చదవండి…డోనాల్డ్ ట్రంప్ పేరుతో మోసం, AI వీడియో ద్వారా లక్షల రూపాయలు మోసపోయిన న్యాయవాది..
ఇది కూడా చదవండి…సమయానికి ఎక్టోపిక్ ప్రెగ్నెన్సీ గుర్తింపు కోసం మహిళలు స్కాన్ చేయించుకోవాలి: సిటిజన్స్ స్పెషాలిటీ హాస్పిటల్
ఇది కూడా చదవండి…ఇండియాలో టెలివిజన్ విక్రయాల్లో రూ. 10,000 కోట్ల మైలురాయిని దాటిన మొట్టమొదటి బ్రాండ్గా సామ్సంగ్
Historically, the fund has demonstrated resilience, offering lower drawdowns and faster recoveries compared to broader markets. Since 2015, it has achieved nearly 80% of Nifty’s returns, while maintaining an average net equity exposure of around 52% and experiencing only 66% of Nifty’s volatility. Over rolling three-year periods in the last nine years, the fund has delivered returns above 8% in more than 86% of instances.
On the fund’s 25th anniversary, A. Balasubramanian, MD and CEO of ABSLAMC, stated,
“This milestone is not just about performance; it reflects the unwavering trust of our investors and the commitment of our team. Our goal has always been to provide investors with peace of mind by dynamically balancing equity and fixed income exposure, striving for reasonable returns with lower volatility. We maintain a quality-focused portfolio diversified across sectors and market capitalisations to generate alpha. ABSLAMC remains confident in delivering a superior investment experience and thanks our investors and partners for their continued support through bull and bear markets alike.”
The fund is jointly managed by Harish Krishnan, Lovelish Solanki, and Mohit Sharma. As of April 30, 2025, it boasts assets under management exceeding ₹7,500 crore.