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
| 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 | Very High | Very High |
| Asset Size (Cr) | ₹7267 Cr | ₹89878 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Apr 2000 | 01 Feb 1994 |
| 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 | 1.79 | 1.36 |
| Manager | Lovelish Solanki | Anil Bamboli |
| ISIN Code | INF084M01AB8 | INF179K01830 |
| Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Month | 0.25% | 0.93% |
| 6 Month | 6.29% | 4.28% |
| 1 Year | 20.12% | 26.97% |
| 3 Year | 11.56% | 22.3% |
| 5 Year | 12.7% | 20.08% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.24% | 11.4% |
| 3 Year | 14.43% | 23.57% |
| 5 Year | 13.91% | 24.15% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 11.31% | 18.18% |
| 3 Year | 11.5% | 15.79% |
| 5 Year | 11.04% | 14.82% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 6.2% | 9.4% |
| Sharp | 0.6% | 1.72% |
| Beta | 0.92% | 0.99% |
| Alpha | 2.01% | 11.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Fund Manage | 2 | 12 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | -0.81 | 34.85 |
| Large Cap | 56.11 | 51.6 |
| Mid Cap | 9.42 | 6.11 |
| Small Cap | 7.86 | 7.44 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | -0.81 | 33.27 |
| Telecom - Services | 2.73 | 2.17 |
| Petroleum Products | 4.63 | 4.65 |
| Electrical Equipment | 1.36 | 0.62 |
| IT - Software | 7.01 | 4.11 |
| Cement & Cement Products | 1.46 | 0.13 |
| Personal Products | 1.71 | 0.01 |
| Construction | 2.62 | 4.33 |
| Banks | 13.5 | 16.75 |
| Diversified FMCG | 2.84 | 2.39 |
| Pharmaceuticals & Biotechnology | 3.26 | 3.16 |
| Non - Ferrous Metals | 1.31 | 0.12 |
| Realty | 2.93 | 1.28 |
| Healthcare Services | 1.27 | 0.17 |
| Aerospace & Defense | 0.44 | 2.96 |
| Auto Components | 2.51 | 0.97 |
| Ferrous Metals | 0.78 | 0.26 |
| Automobiles | 2.73 | 2.62 |
| Finance | 4.47 | 4.33 |
| Insurance | 1.24 | 0.8 |
| Industrial Products | 0.47 | 0.27 |
| Consumer Durables | 1.89 | 0.45 |
| Transport Infrastructure | 2.27 | 0.96 |
| Retailing | 1.47 | 0.03 |
| Diversified Metals | 0.28 | 0.28 |
| Oil | 0.66 | 0.39 |
| Power | 3.16 | 4.33 |
| Fertilizers & Agrochemicals | 0.3 | 0.09 |
| Metals & Minerals Trading | 0.46 | 0.09 |
| Consumable Fuels | 0.94 | 3.64 |
| Minerals & Mining | 0.46 | - |
| Transport Services | 0.68 | 0.15 |
| Chemicals & Petrochemicals | 0.44 | 0.2 |
| Leisure Services | 0.31 | 0.06 |
| Beverages | 0.8 | - |
| Industrial Manufacturing | - | 1.87 |
| Agricultural, Commercial & Construction Vehicles | - | 0.69 |
| Gas | - | 1 |
| Entertainment | - | 0.15 |
| Agricultural Food & other Products | - | 0.01 |
| Food Products | - | 0.12 |
| Capital Markets | - | 0.08 |
| Financial Technology (Fintech) | - | 0.04 |
Top Comparisons
NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN
3Y Returns6.05%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns5.73%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns6.45%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns5.5%
Motilal Oswal Large and Midcap Fund - Regular Plan Growth
3Y Returns25.74%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns15.97%
Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth
3Y Returns6.61%
ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH
3Y Returns0%