Axis Balanced Advantage Fund vs Aditya Birla Sun Life 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 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 Very High Very High
Asset Size (Cr) ₹6979 Cr ₹1979 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Apr 2000 07 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 1.77 2.09
Manager Lovelish Solanki Hardik Shah
ISIN Code INF084M01AB8 INF846K01A52
Exits Load 0.25% for redemption within 7 days./365 For units in excess of 10% of the investment,1% will be charged for redemption within 12 months/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 3.09% 3.95%
6 Month 12.02% 14.5%
1 Year 22.51% 28.68%
3 Year 12.27% 13.87%
5 Year 13.37% 12.53%

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 - -
1 Year 10.37% 12.57%
3 Year 23.8% 26.75%
5 Year 42.23% 41.86%

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 13.79% 12.56%
3 Year 32.93% 32.12%
5 Year 45.24% 45.81%

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% 7.39%
Sharp 0.76% 0.84%
Beta 0.81% 0.95%
Alpha 2.3% 3.27%

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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
Fund Manage 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 23.54 35.88
Large Cap 47.16 51.36
Mid Cap 7.19 7.43
Small Cap 3.17 5.34

Sector Allocation

Scheme Name

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

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 18.04 9.94
Financial 19.29 28.95
Energy 6.43 7.6
Sovereign 6.39 11.61
Technology 4.01 4.95
Construction 2.06 3.68
Consumer Staples 5.1 3.53
Automobile 4.27 6.85
Communication 4.11 4.05
Healthcare 2.88 5.51
Metals & Mining 1.68 1.01
Materials 2.42 1.96
Consumer Discretionary 1.45 -
Capital Goods 1.95 4.12
Diversified 0.45 -
Services 0.28 1.28
Chemicals 0.25 2.54
Insurance - 2.43

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