BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH 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 BAJAJ FINSERV 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 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 Very High High
Asset Size (Cr) ₹6979 Cr ₹789 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹100
Launch Date 25 Apr 2000 15 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 1.77 0
Manager Lovelish Solanki Siddharth Chaudhary
ISIN Code INF084M01AB8 INF0QA701680
Exits Load 0.25% for redemption within 7 days./365 Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./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 2.69% 2.71%
6 Month 13.49% 12.26%
1 Year 22.44% -
3 Year 12.23% -
5 Year 13.49% -

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 - -
1 Year 10.37% 4.96%
3 Year 23.8% 4.96%
5 Year 42.23% 4.96%

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 13.79% 5.9%
3 Year 32.93% 5.9%
5 Year 45.24% 5.9%

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 0.76% -
Beta 0.81% -
Alpha 2.3% -

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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
Fund Manage 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 23.54 22.5
Large Cap 47.16 74.19
Mid Cap 7.19 2.1
Small Cap 3.17 1.19

Sector Allocation

Scheme Name

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

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Others 18.04 12.74
Financial 19.29 20.95
Energy 6.43 7.94
Sovereign 6.39 7.24
Technology 4.01 2.51
Construction 2.06 3.83
Consumer Staples 5.1 12.45
Automobile 4.27 5.97
Communication 4.11 4.03
Healthcare 2.88 6.93
Metals & Mining 1.68 4.85
Materials 2.42 3.27
Consumer Discretionary 1.45 0.97
Capital Goods 1.95 3.49
Diversified 0.45 1.93
Services 0.28 0.65
Chemicals 0.25 -
Insurance - 0.23

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