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Axis Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹8034 Cr | ₹3342 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 May 2000 | 01 Aug 2017 |
| 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% | 24% |
| Expense Ratio | 1.8 | 2 |
| Manager | Lovelish Solanki | Hardik Shah |
| ISIN Code | INF084M01AB8 | INF846K01A52 |
| 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 | Axis 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 | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.13% | -1.99% |
| 6 Month | 6.36% | 3.45% |
| 1 Year | 4.07% | 3.19% |
| 3 Year | 12.89% | 13.44% |
| 5 Year | 13.99% | 13.07% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.06% | 2.21% |
| 1 Year | 9.97% | 5.17% |
| 3 Year | 13.67% | 14.27% |
| 5 Year | 12.68% | 12.94% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.15% | 8.63% |
| 3 Year | 11.52% | 10.55% |
| 5 Year | 11.34% | 10.25% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.2% | 7.80% |
| Sharp | 1.24% | 1.16% |
| Beta | 1% | - |
| Alpha | 1.37% | - |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Lovelish Solanki | Hardik Shah |
| Total AUM | ₹14756 Cr | ₹0 Cr |
| Funds Managed | 2 | 12 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.28 | 36.84 |
| Large Cap | 44.2 | 55.12 |
| Mid Cap | 16.78 | 4.8 |
| Small Cap | 6.74 | 3.25 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.07 | 32.21 |
| Communication Services | 1.47 | 2.72 |
| Energy | 4.86 | 8.05 |
| Industrials | 8.8 | 6.68 |
| Technology | 6.8 | 7.29 |
| Basic Materials | 8.11 | 3.7 |
| Financial Services | 22.19 | 22 |
| Consumer Cyclical | 7.45 | 6.33 |
| Healthcare | 5.16 | 4.45 |
| Real Estate | 2.57 | 0.64 |
| Consumer Defensive | 6.2 | 3.56 |
| Utilities | 2.31 | 2.36 |
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