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)	₹8617 Cr	₹9662 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	1.04%	-
6 Month	4.16%	-
1 Year	7.84%	-
3 Year	12.47%	-
5 Year	11.86%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	2.88%	-
1 Year	13.37%	-
3 Year	12.55%	-
5 Year	11.88%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	11.48%	-
3 Year	11.73%	-
5 Year	11.68%	-

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%	6.94%
Sharp	0.89%	0.79%
Beta	1.09%	0.99%
Alpha	1.1%	0.43%

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	14.98	41.92
Large Cap	47.96	51.08
Mid Cap	10.89	11.66
Small Cap	10.6	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	10.16	41.92
Telecom - Services	1.23	4.13
Petroleum Products	2.9	2.38
IT - Software	8.33	7.22
Construction	1.53	2.1
Pharmaceuticals & Biotechnology	3.27	1.85
Non - Ferrous Metals	1.49	-
Insurance	3.27	2.85
Banks	15.93	15.43
Realty	3.69	1.82
Healthcare Services	0.76	0.24
Cement & Cement Products	0.97	1.12
Aerospace & Defense	0.02	0.98
Electrical Equipment	0.83	1.62
Auto Components	3.54	1.47
Chemicals & Petrochemicals	1.43	-
Automobiles	1.79	2.54
Personal Products	1.82	1.61
Leisure Services	0.48	1.7
Agricultural Food & other Products	0.66	-
Industrial Products	1.49	0.4
Finance	4.7	1.76
IT - Services	0.05	0.27
Consumer Services	0.31	-
Diversified FMCG	1.01	3.49
Consumer Durables	2.4	2.52
Transport Infrastructure	1.17	2.16
Retailing	1.15	1.61
Beverages	1.62	1.42
Diversified Metals	0.83	-
Oil	0.44	-
Power	2.23	3.35
Fertilizers & Agrochemicals	1.02	-
Capital Markets	0.46	-
Ferrous Metals	1.45	0.52
Transport Services	-	0.46
Financial Technology (Fintech)	-	1.09
Diversified	-	0.55
Other Utilities	-	0.36
Textiles & Apparels	-	0.74
Food Products	-	0.52