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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) | ₹8944 Cr | ₹1315 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 | -0.97% | -1.11% |
| 6 Month | 2.19% | 2.7% |
| 1 Year | 10.06% | 8.84% |
| 3 Year | 13.09% | - |
| 5 Year | 11.32% | - |
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 | -0.49% | -1.15% |
| 1 Year | 4.42% | 2.82% |
| 3 Year | 10.04% | - |
| 5 Year | 10.63% | - |
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 | 11.36% | 3.78% |
| 3 Year | 11.76% | - |
| 5 Year | 11.66% | - |
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 | 0.97% | - |
| Beta | 1.08% | - |
| Alpha | 1.36% | - |
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 | 40.37 | 19.86 |
| Large Cap | 38.84 | 66.94 |
| Mid Cap | 13.67 | 10.64 |
| Small Cap | 7.12 | 2.55 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 26.45 | 14.41 |
| Communication Services | 1.28 | 2.56 |
| Energy | 3.35 | 5.62 |
| Technology | 8.4 | 7.95 |
| Industrials | 7.14 | 7.66 |
| Financial Services | 21.89 | 27.9 |
| Healthcare | 5.33 | 11.99 |
| Basic Materials | 6.94 | 7.83 |
| Real Estate | 3.88 | 2.72 |
| Consumer Cyclical | 7.84 | 7.04 |
| Consumer Defensive | 5.45 | 3.31 |
| Utilities | 2.06 | 1 |
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