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

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

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Axis Balanced Advantage Fund - Regular Plan - Growth

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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	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)	₹8800 Cr	₹3810 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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	0.17%	-0.32%
6 Month	3.77%	3.32%
1 Year	8.39%	4.68%
3 Year	12.7%	14%
5 Year	11.41%	11.69%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	2.49%	2.31%
1 Year	12.83%	10.02%
3 Year	12.39%	12.92%
5 Year	11.78%	12.24%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	11.45%	7.93%
3 Year	11.74%	10.9%
5 Year	11.68%	10.7%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	6.2%	7.47%
Sharp	0.89%	0.90%
Beta	1.09%	1.06%
Alpha	1.1%	1.82%

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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	40.22	35.01
Large Cap	39.79	57.06
Mid Cap	12.62	5.16
Small Cap	7.37	2.77

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	27.2	28.65
Communication Services	1.22	2.15
Energy	3.41	6.73
Technology	8.52	9.23
Industrials	6.76	7.6
Financial Services	21.94	21.62
Healthcare	5.38	5.03
Basic Materials	6.73	3.51
Real Estate	3.45	1.5
Consumer Cyclical	7.24	7.12
Consumer Defensive	6.04	4.69
Utilities	2.11	2.18