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Aditya Birla Sun Life Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹8371 Cr | ₹3591 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 May 2000 | 01 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | 24% |
| Expense Ratio | 1.8 | 2 |
| Manager | Lovelish Solanki | Hardik Shah |
| ISIN Code | INF084M01AB8 | INF846K01A52 |
| Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.74% | 1.95% |
| 6 Month | 5.23% | 4.13% |
| 1 Year | 7.62% | 5.78% |
| 3 Year | 13.38% | 14.42% |
| 5 Year | 13.7% | 12.95% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.24% | 2.38% |
| 1 Year | 12.29% | 9.54% |
| 3 Year | 12.99% | 13.79% |
| 5 Year | 12.16% | 12.7% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.08% | 8.43% |
| 3 Year | 11.55% | 10.68% |
| 5 Year | 11.4% | 10.45% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.2% | 7.43% |
| Sharp | 0.9% | 0.90% |
| Beta | 0.13% | - |
| Alpha | 5.98% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Lovelish Solanki | Hardik Shah |
| Total AUM | ₹14756 Cr | ₹0 Cr |
| Funds Managed | 2 | 12 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 37.79 | 35.01 |
| Large Cap | 41.39 | 56.65 |
| Mid Cap | 12.96 | 5.84 |
| Small Cap | 7.85 | 2.51 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.44 | 29.95 |
| Communication Services | 1.19 | 2.02 |
| Energy | 3.24 | 6.86 |
| Technology | 8.75 | 8.14 |
| Industrials | 7.3 | 7.02 |
| Financial Services | 22.13 | 22.29 |
| Healthcare | 4.21 | 5.28 |
| Basic Materials | 7.15 | 3.67 |
| Real Estate | 3.2 | 1.37 |
| Consumer Cyclical | 6.55 | 6.85 |
| Consumer Defensive | 5.63 | 4.2 |
| Utilities | 2.21 | 2.34 |
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