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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) | ₹8371 Cr | ₹1286 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 | 2.37% | 3.97% |
| 6 Month | 5.59% | 6.35% |
| 1 Year | 8.24% | 5.83% |
| 3 Year | 12.96% | - |
| 5 Year | 13.81% | - |
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 | 0.21% | -0.32% |
| 1 Year | 7.45% | 4.68% |
| 3 Year | 11.03% | - |
| 5 Year | 10.97% | - |
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 | 11.08% | 2.84% |
| 3 Year | 11.55% | - |
| 5 Year | 11.4% | - |
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 | 0.9% | - |
| Beta | 0.13% | - |
| Alpha | 5.98% | - |
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 | 37.79 | 22.81 |
| Large Cap | 41.39 | 67.05 |
| Mid Cap | 12.96 | 7.93 |
| Small Cap | 7.85 | 2.21 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 28.44 | 19.74 |
| Communication Services | 1.19 | 2.02 |
| Energy | 3.24 | 2.42 |
| Technology | 8.75 | 8.22 |
| Industrials | 7.3 | 8.08 |
| Financial Services | 22.13 | 24.33 |
| Healthcare | 4.21 | 10.79 |
| Basic Materials | 7.15 | 6.78 |
| Real Estate | 3.2 | 2.23 |
| Consumer Cyclical | 6.55 | 7.55 |
| Consumer Defensive | 5.63 | 7.85 |
| Utilities | 2.21 | 0 |
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