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HDFC Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
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 | High | Very High |
| Asset Size (Cr) | ₹7239 Cr | ₹94251 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 May 2000 | 11 Sep 2000 |
| 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 | 1.8 | 1.35 |
| Manager | Lovelish Solanki | Anil Bamboli |
| ISIN Code | INF084M01AB8 | INF179K01830 |
| 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 | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 | 1.3% | 1.69% |
| 6 Month | 3.48% | 0.72% |
| 1 Year | 8.64% | 5.7% |
| 3 Year | 14.94% | 22.6% |
| 5 Year | 15.48% | 25.22% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | 5.96% | 5.66% |
| 1 Year | 10.07% | 7.19% |
| 3 Year | 13.8% | 18.28% |
| 5 Year | 12.73% | 20.32% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 11.28% | 17.82% |
| 3 Year | 11.48% | 16.09% |
| 5 Year | 11.23% | 15.02% |
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% | 9.701% |
| Sharp | 0.96% | 1.207% |
| Beta | 1% | - |
| Alpha | 1.01% | - |
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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 |
| Funds Managed | 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 | 26.23 | 45.54 |
| Large Cap | 51.42 | 52.58 |
| Mid Cap | 16.21 | 6.45 |
| Small Cap | 4.68 | 6.1 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 22.03 | 43.92 |
| 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 | - |
| Communication Services | - | 2.71 |
| Energy | - | 7.4 |
| Technology | - | 5.37 |
| Industrials | - | 8.87 |
| Basic Materials | - | 2 |
| Financial Services | - | 22.36 |
| Consumer Cyclical | - | 5.5 |
| Consumer Defensive | - | 2.65 |
| Real Estate | - | 1.44 |
| Healthcare | - | 4.17 |
| Utilities | - | 4.3 |
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