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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) | ₹8157 Cr | ₹3431 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 | -0.88% | -0.57% |
| 6 Month | 9.34% | 5.79% |
| 1 Year | 5.54% | 4.57% |
| 3 Year | 12.38% | 12.89% |
| 5 Year | 13.57% | 13.05% |
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 | 2.38% | 1.29% |
| 1 Year | 7.56% | 3.92% |
| 3 Year | 12.3% | 13.19% |
| 5 Year | 11.79% | 12.25% |
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 | 11.15% | 8.63% |
| 3 Year | 11.52% | 10.55% |
| 5 Year | 11.34% | 10.25% |
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% | 7.58% |
| Sharp | 0.99% | 0.91% |
| Beta | 0.1% | - |
| Alpha | 6.58% | - |
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 | 37.74 | 36.86 |
| Large Cap | 42.5 | 54.94 |
| Mid Cap | 12.73 | 5.37 |
| Small Cap | 7.03 | 2.84 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.34 | 32.11 |
| Communication Services | 1.25 | 2.4 |
| Energy | 3.71 | 7.26 |
| Technology | 7.26 | 7.07 |
| Basic Materials | 6.87 | 3.57 |
| Industrials | 7.56 | 7.13 |
| Financial Services | 22.35 | 22.96 |
| Consumer Cyclical | 6.46 | 5.44 |
| Healthcare | 4.08 | 5.67 |
| Real Estate | 3.01 | 0.57 |
| Consumer Defensive | 5.94 | 3.25 |
| Utilities | 2.17 | 2.56 |
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