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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 High High
Asset Size (Cr) ₹7710 Cr ₹1278 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 0.15% 0.46%
6 Month 4.34% 2.26%
1 Year 8.61% 3%
3 Year 15.54% -
5 Year 15.74% -

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 5.96% 5.41%
1 Year 10.07% 5.4%
3 Year 13.8% -
5 Year 12.73% -

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 0.96% -
Beta 1% -
Alpha 1.01% -

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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 26.23 15.51
Large Cap 51.42 81.32
Mid Cap 16.21 1.02
Small Cap 4.68 2.14

Sector Allocation

Scheme Name

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

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Others 22.03 15
Telecom - Services 1.8 -
Petroleum Products 4.74 -
Electrical Equipment 1.39 -
IT - Software 5.61 -
Cement & Cement Products 2.04 -
Personal Products 2.18 -
Construction 1.44 -
Finance 4.16 -
Retailing 2.88 -
Banks 15.59 -
Pharmaceuticals & Biotechnology 3.7 -
Non - Ferrous Metals 1.61 -
Realty 2.58 -
Healthcare Services 0.89 -
Aerospace & Defense 0.36 -
Auto Components 3.28 -
Ferrous Metals 1.58 -
Transport Infrastructure 2.02 -
Automobiles 1.67 -
Industrial Products 1.81 -
Insurance 3.04 -
Diversified FMCG 1.04 -
Consumer Durables 1.65 -
Diversified Metals 0.69 -
Oil 0.58 -
Power 2.36 -
Fertilizers & Agrochemicals 0.66 -
Leisure Services 0.58 -
Metals & Minerals Trading 0.13 -
Consumable Fuels 0.27 -
Minerals & Mining 0.54 -
Transport Services 0.65 -
Chemicals & Petrochemicals 0.75 -
Beverages 2.24 -
Energy - 7.2
Technology - 12.57
Consumer Defensive - 10.31
Industrials - 5.44
Basic Materials - 6.39
Financial Services - 21.41
Healthcare - 10.13
Consumer Cyclical - 6.55
Communication Services - 3.46
Utilities - 1.53

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