Nippon India Balanced Advantage Fund 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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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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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	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹8157 Cr	₹9355 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹100	₹100
Launch Date	23 May 2000	15 Nov 2004
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	CRISIL Hybrid 50+50 Moderate Index
Turn Over	240%	334%
Expense Ratio	1.8	1.76
Manager	Lovelish Solanki	Ashutosh Bhargava
ISIN Code	INF084M01AB8	INF204K01596
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	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month	-1.34%	-0.8%
6 Month	8.69%	1.98%
1 Year	5.87%	12.89%
3 Year	12.52%	11.83%
5 Year	13.77%	12.32%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	2.38%	-
1 Year	7.56%	8.2%
3 Year	12.3%	14.52%
5 Year	11.79%	13.96%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	11.15%	14.38%
3 Year	11.52%	11.8%
5 Year	11.34%	12.32%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	6.2%	7.00%
Sharp	0.99%	0.82%
Beta	0.1%	0.86%
Alpha	6.58%	2.82%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name	Lovelish Solanki	Ashutosh Bhargava
Total AUM	₹14756 Cr	₹121448 Cr
Funds Managed	2	12
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	37.74	41.92
Large Cap	42.5	51.08
Mid Cap	12.73	11.66
Small Cap	7.03	7.54

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	29.34	41.92
Communication Services	1.25	-
Energy	3.71	-
Technology	7.26	-
Basic Materials	6.87	-
Industrials	7.56	-
Financial Services	22.35	-
Consumer Cyclical	6.46	-
Healthcare	4.08	-
Real Estate	3.01	-
Consumer Defensive	5.94	-
Utilities	2.17	-
Petroleum Products	-	2.38
IT - Software	-	7.22
Cement & Cement Products	-	1.12
IT - Services	-	0.27
Construction	-	2.1
Consumer Durables	-	2.52
Diversified FMCG	-	3.49
Banks	-	15.43
Automobiles	-	2.54
Aerospace & Defense	-	0.98
Electrical Equipment	-	1.62
Pharmaceuticals & Biotechnology	-	1.85
Ferrous Metals	-	0.52
Realty	-	1.82
Transport Infrastructure	-	2.16
Personal Products	-	1.61
Industrial Products	-	0.4
Telecom - Services	-	4.13
Insurance	-	2.85
Finance	-	1.76
Transport Services	-	0.46
Retailing	-	1.61
Power	-	3.35
Financial Technology (Fintech)	-	1.09
Healthcare Services	-	0.24
Auto Components	-	1.47
Diversified	-	0.55
Other Utilities	-	0.36
Beverages	-	1.42
Textiles & Apparels	-	0.74
Food Products	-	0.52
Leisure Services	-	1.7