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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 Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹8371 Cr | ₹103041 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 Regular Growth |
|---|---|---|
| 1 Month | 2.37% | 2.39% |
| 6 Month | 5.59% | 6.04% |
| 1 Year | 8.24% | 5.99% |
| 3 Year | 12.96% | 18.56% |
| 5 Year | 13.81% | 23.87% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 0.21% | 0.55% |
| 1 Year | 7.45% | 6.85% |
| 3 Year | 11.03% | 13.65% |
| 5 Year | 10.97% | 16.92% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.08% | 17.32% |
| 3 Year | 11.55% | 16.26% |
| 5 Year | 11.4% | 15.12% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 6.2% | 8.75% |
| Sharp | 0.9% | 1.26% |
| Beta | 0.13% | 1.16% |
| Alpha | 5.98% | 5.14% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 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 Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 37.79 | 34.5 |
| Large Cap | 41.39 | 52.86 |
| Mid Cap | 12.96 | 6.83 |
| Small Cap | 7.85 | 5.81 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 28.44 | 31.65 |
| Communication Services | 1.19 | 3.42 |
| Energy | 3.24 | 7.23 |
| Technology | 8.75 | 5.36 |
| Industrials | 7.3 | 7.96 |
| Financial Services | 22.13 | 22.86 |
| Healthcare | 4.21 | 4.04 |
| Basic Materials | 7.15 | 2.31 |
| Real Estate | 3.2 | 1.55 |
| Consumer Cyclical | 6.55 | 6.76 |
| Consumer Defensive | 5.63 | 2.64 |
| Utilities | 2.21 | 4.21 |
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