BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
---|---|---|
Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | High | High |
Asset Size (Cr) | ₹8034 Cr | ₹1338 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 23 May 2000 | 08 Dec 2023 |
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% | % |
Expense Ratio | 1.8 | 2.09 |
Manager | Lovelish Solanki | Siddharth Chaudhary |
ISIN Code | INF084M01AB8 | INF0QA701680 |
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 | Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
---|---|---|
1 Month | -1.01% | -2.35% |
6 Month | 7.97% | 5.89% |
1 Year | 5.59% | 0.35% |
3 Year | 13.51% | - |
5 Year | 14.27% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
---|---|---|
6 Month | 4.06% | 3.14% |
1 Year | 9.97% | 4.88% |
3 Year | 13.67% | - |
5 Year | 12.68% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
---|---|---|
1 Year | 11.28% | 3.96% |
3 Year | 11.48% | - |
5 Year | 11.23% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
---|---|---|
Standard Deviation | 6.2% | - |
Sharp | 1.24% | - |
Beta | 1% | - |
Alpha | 1.37% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
---|---|---|
Name | Lovelish Solanki | Siddharth Chaudhary |
Total AUM | ₹14756 Cr | ₹7136 Cr |
Funds Managed | 2 | 8 |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Market Cap
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 32.28 | 17.95 |
Large Cap | 44.2 | 72.11 |
Mid Cap | 16.78 | 6.14 |
Small Cap | 6.74 | 3.81 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
---|---|---|
Others | 24.07 | 14.73 |
Communication Services | 1.47 | 4.34 |
Energy | 4.86 | 6.57 |
Industrials | 8.8 | 6.88 |
Technology | 6.8 | 7.09 |
Basic Materials | 8.11 | 5.8 |
Financial Services | 22.19 | 33.4 |
Consumer Cyclical | 7.45 | 5.13 |
Healthcare | 5.16 | 6.09 |
Real Estate | 2.57 | 2.37 |
Consumer Defensive | 6.2 | 6.59 |
Utilities | 2.31 | 1.01 |
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