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Aditya Birla Sun Life Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹7239 Cr | ₹94251 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 May 2000 | 11 Sep 2000 |
| 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% | 21.38% |
| Expense Ratio | 1.8 | 1.35 |
| Manager | Lovelish Solanki | Anil Bamboli |
| ISIN Code | INF084M01AB8 | INF179K01830 |
| 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 | HDFC 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 | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Month | 3% | 2.59% |
| 6 Month | 2.49% | 0.05% |
| 1 Year | 10.93% | 7.77% |
| 3 Year | 12.84% | 20.09% |
| 5 Year | 15.98% | 25.54% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.56% | 2.19% |
| 1 Year | 5.98% | 1.49% |
| 3 Year | 13.35% | 18.39% |
| 5 Year | 12.66% | 20.82% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 11.38% | 18.17% |
| 3 Year | 11.47% | 15.89% |
| 5 Year | 11.16% | 14.91% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 6.2% | 9.701% |
| Sharp | 0.51% | 1.207% |
| Beta | 0.97% | - |
| Alpha | 1.72% | - |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Name | Lovelish Solanki | Anil Bamboli |
| Total AUM | ₹14756 Cr | ₹135442 Cr |
| Funds Managed | 2 | 12 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 24.06 | 45.54 |
| Large Cap | 48.66 | 52.58 |
| Mid Cap | 15.42 | 6.45 |
| Small Cap | 4.32 | 6.1 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 19.59 | 43.92 |
| Telecom - Services | 1.65 | - |
| Petroleum Products | 4.64 | - |
| Electrical Equipment | 1.48 | - |
| IT - Software | 6 | - |
| Cement & Cement Products | 1.57 | - |
| Personal Products | 1.83 | - |
| Construction | 1.84 | - |
| Finance | 5.05 | - |
| Retailing | 2.5 | - |
| Banks | 14.92 | - |
| Diversified FMCG | 0.94 | - |
| Pharmaceuticals & Biotechnology | 3.48 | - |
| Non - Ferrous Metals | 1.56 | - |
| Realty | 2.67 | - |
| Healthcare Services | 0.96 | - |
| Aerospace & Defense | 0.28 | - |
| Auto Components | 3.04 | - |
| Ferrous Metals | 1.38 | - |
| Automobiles | 1.59 | - |
| Industrial Products | 1.44 | - |
| Insurance | 2.47 | - |
| Consumer Durables | 1.35 | - |
| Transport Infrastructure | 1.89 | - |
| Diversified Metals | 0.66 | - |
| Oil | 0.58 | - |
| Power | 2.26 | - |
| Fertilizers & Agrochemicals | 0.53 | - |
| Leisure Services | 0.4 | - |
| Metals & Minerals Trading | 0.13 | - |
| Consumable Fuels | 0.31 | - |
| Minerals & Mining | 0.58 | - |
| Transport Services | 0.66 | - |
| Chemicals & Petrochemicals | 0.83 | - |
| Beverages | 1.4 | - |
| Communication Services | - | 2.71 |
| Energy | - | 7.4 |
| Technology | - | 5.37 |
| Industrials | - | 8.87 |
| Basic Materials | - | 2 |
| Financial Services | - | 22.36 |
| Consumer Cyclical | - | 5.5 |
| Consumer Defensive | - | 2.65 |
| Real Estate | - | 1.44 |
| Healthcare | - | 4.17 |
| Utilities | - | 4.3 |
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