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Aditya Birla Sun Life Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 1.6% 1.91%
6 Month 5.19% 3.73%
1 Year 11.08% 6.88%
3 Year 14.48% 22.08%
5 Year 17.36% 27.44%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HDFC Balanced Advantage Fund - Growth Plan
6 Month 6.27% 5.28%
1 Year 11.16% 7.56%
3 Year 14.68% 19.53%
5 Year 13.26% 21.19%

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 0.81% 1.207%
Beta 0.99% -
Alpha 1.33% -

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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 25.01 45.54
Large Cap 51.99 52.58
Mid Cap 16.38 6.45
Small Cap 5.03 6.1

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

HDFC Balanced Advantage Fund - Growth Plan

Others 20.8 43.92
Telecom - Services 1.68 -
Petroleum Products 4.68 -
Electrical Equipment 1.64 -
IT - Software 5.92 -
Cement & Cement Products 2.05 -
Personal Products 2.11 -
Construction 1.88 -
Finance 4.7 -
Retailing 2.84 -
Banks 15.51 -
Pharmaceuticals & Biotechnology 3.71 -
Non - Ferrous Metals 1.78 -
Realty 2.63 -
Healthcare Services 0.95 -
Aerospace & Defense 0.35 -
Auto Components 3.22 -
Ferrous Metals 1.65 -
Automobiles 1.56 -
Industrial Products 1.83 -
Insurance 2.93 -
Diversified FMCG 1.03 -
Consumer Durables 1.48 -
Transport Infrastructure 1.63 -
Diversified Metals 0.74 -
Oil 0.6 -
Power 2.36 -
Fertilizers & Agrochemicals 0.75 -
Leisure Services 0.56 -
Metals & Minerals Trading 0.14 -
Consumable Fuels 0.29 -
Minerals & Mining 0.59 -
Transport Services 0.78 -
Chemicals & Petrochemicals 0.89 -
Beverages 2.15 -
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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