Aditya Birla Sun Life Balanced 95 Fund

Aditya Birla Sun Life Balanced 95 Fund seeks to achieve long-term capital appreciation and current income from a balanced portfolio with a target allocation of 60% equity, 40% debt and money market securities.

One of the oldest balanced funds in the market, it has an enviable record of beating the benchmark in every one of the last 14 years, except 2008. It has retained a three- to four-star rating throughout its 12-year life.

Aditya Birla Sun Life Balanced 95 Fund maintains a 70-30 allocation in favour of equities, with a 5 per cent leeway to move either way, based on market conditions. Rebalancing is done on a monthly basis. Within the equity portfolio, the positioning is conservative, with a two-thirds allocation to large-cap stocks. The debt portion uses both duration and accrual strategies to deliver alpha.

Aditya Birla Sun Life Balanced 95 Fund follows ‘growth at a reasonable price’ strategy and looks for secular growth stories for its equity portfolio. In the last one year, the fund has consciously shifted its equity weights in favour of large caps, with a 70 per cent allocation to this segment as of May 2017. The debt portfolio mainly features sovereign and AAA instruments, with a sub-5 per cent weight in instruments rated below AA.

Save for 2008, the fund has been quite good at handling both bull and bear phases in the market. The fund’s exceptional returns in 2009 and 2014 show that it has been particularly adept at playing the big bull years. Consistent performance has lifted the assets under management from under Rs 1,000 crore in 2013-14 to Rs 8,754 crore in May 2017.

But given the widely diversified portfolio, size isn’t a constraint. Overall, a reliable fund that has proved itself across two market cycles.

Invest Rs 1,50,000 and Save Tax up to Rs 46,350 under Section 80C. Get Great Returns by Investing in Best Performing ELSS Funds. Save Tax Get Rich

Top 10 Tax Saver Mutual Funds for 2018

Best 10 ELSS Mutual Funds to Invest in India for 2018

1. DSP BlackRock Tax Saver Fund

2. Tata India Tax Savings Fund

3. Birla Sun Life Tax Relief 96

4. Sundaram Diversified Equity Fund

5. ICICI Prudential Long Term Equity Fund

6. Invesco India Tax Plan

7. Franklin India TaxShield

8. Reliance Tax Saver (ELSS) Fund

9. BNP Paribas Long Term Equity Fund

10. Axis Tax Saver Fund

Invest in Best Performing 2018 Tax Saver Mutual Funds Online

Invest Best Tax Saver Mutual Funds Online

Download Top Tax Saver Mutual Funds Application Forms

For further information contact SaveTaxGetRich on 94 8300 8300


You can write to us at

Invest [at] SaveTaxGetRich [dot] Com


Call us on 94 8300 8300

Leave a Reply

Your email address will not be published. Required fields are marked *