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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) | ₹8800 Cr | ₹107971 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 | 0.37% | -0.82% |
| 6 Month | 4.73% | 3.61% |
| 1 Year | 9.35% | 5.76% |
| 3 Year | 12.77% | 17.4% |
| 5 Year | 11.51% | 19.6% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 2.49% | 1.98% |
| 1 Year | 12.83% | 11.25% |
| 3 Year | 12.39% | 14.21% |
| 5 Year | 11.78% | 16.96% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 11.45% | 17.35% |
| 3 Year | 11.74% | 16.32% |
| 5 Year | 11.68% | 15.11% |
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% | 8.69% |
| Sharp | 0.89% | 1.18% |
| Beta | 1.09% | 1.16% |
| Alpha | 1.1% | 4.92% |
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 | 40.22 | 33.92 |
| Large Cap | 39.79 | 53.76 |
| Mid Cap | 12.62 | 7.06 |
| Small Cap | 7.37 | 5.26 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 27.2 | 29.67 |
| Communication Services | 1.22 | 3.62 |
| Energy | 3.41 | 7.59 |
| Technology | 8.52 | 6.11 |
| Industrials | 6.76 | 7.82 |
| Financial Services | 21.94 | 23.67 |
| Healthcare | 5.38 | 4.18 |
| Basic Materials | 6.73 | 2.16 |
| Real Estate | 3.45 | 1.83 |
| Consumer Cyclical | 7.24 | 6.89 |
| Consumer Defensive | 6.04 | 2.53 |
| Utilities | 2.11 | 3.93 |
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