BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Aditya Birla Sun Life Balanced Advantage Fund compare

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

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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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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

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%	-

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%	-

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%	-

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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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

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

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