HDFC Balanced Advantage Fund 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 HDFC Balanced Advantage Fund - Growth Plan

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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 HDFC Balanced Advantage Fund - Growth Plan
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HDFC Balanced Advantage Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6979 Cr ₹73349 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Apr 2000 01 Feb 1994
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% 21.38%
Expense Ratio 1.77 1.42
Manager Lovelish Solanki Anil Bamboli
ISIN Code INF084M01AB8 INF179K01830
Exits Load 0.25% for redemption within 7 days./365 For units in excess of 15% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HDFC Balanced Advantage Fund - Growth Plan
1 Month 2.81% 3.52%
6 Month 11.7% 16.19%
1 Year 22.33% 41.2%
3 Year 12.18% 24.59%
5 Year 13.37% 20%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HDFC Balanced Advantage Fund - Growth Plan
6 Month - -
1 Year 10.37% 16.09%
3 Year 23.8% 46.46%
5 Year 42.23% 86.54%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HDFC Balanced Advantage Fund - Growth Plan
1 Year 13.79% 23.04%
3 Year 32.93% 65.03%
5 Year 45.24% 91.64%

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation 6.2% 9.4%
Sharp 0.76% 1.63%
Beta 0.81% 0.98%
Alpha 2.3% 12.33%

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Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HDFC Balanced Advantage Fund - Growth Plan
Name Lovelish Solanki Anil Bamboli
Total AUM ₹14756 Cr ₹135442 Cr
Fund Manage 2 12
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HDFC Balanced Advantage Fund - Growth Plan

Market Cap

Scheme Name

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

HDFC Balanced Advantage Fund - Growth Plan

Others 23.54 30.19
Large Cap 47.16 44.19
Mid Cap 7.19 4.58
Small Cap 3.17 3.24

Sector Allocation

Scheme Name

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

HDFC Balanced Advantage Fund - Growth Plan

Others 18.04 16.38
Financial 19.29 24.46
Energy 6.43 8.45
Sovereign 6.39 14.88
Technology 4.01 1.69
Construction 2.06 2.32
Consumer Staples 5.1 2.05
Automobile 4.27 2.38
Communication 4.11 0.38
Healthcare 2.88 2.82
Metals & Mining 1.68 1.3877787807814E-17
Materials 2.42 4.28
Consumer Discretionary 1.45 0
Capital Goods 1.95 1.09
Diversified 0.45 0.59
Services 0.28 0
Chemicals 0.25 0.43

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