Quant Dynamic Asset Allocation Fund Regular 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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Quant Dynamic Asset Allocation Fund Regular - Growth

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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	Quant Dynamic Asset Allocation Fund Regular - Growth
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹8157 Cr	₹1274 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹1000	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	23 May 2000	12 Apr 2023
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%	%
Expense Ratio	1.8	2.12
Manager	Lovelish Solanki	Sanjeev Sharma
ISIN Code	INF084M01AB8	INF966L01BO9
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	Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month	-0.98%	-3.23%
6 Month	10.48%	12.01%
1 Year	3.05%	-8.02%
3 Year	12.65%	-
5 Year	12.88%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	0.73%	-1.07%
1 Year	6.58%	0.13%
3 Year	11.85%	-
5 Year	11.6%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	11.15%	30.29%
3 Year	11.52%	-
5 Year	11.34%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	6.2%	-
Sharp	0.99%	-
Beta	0.1%	-
Alpha	6.58%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Name	Lovelish Solanki	Sanjeev Sharma
Total AUM	₹14756 Cr	₹39731 Cr
Funds Managed	2	22
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	37.74	32.13
Large Cap	42.5	58.03
Mid Cap	12.73	4.71
Small Cap	7.03	5.12

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	29.34	28.04
Communication Services	1.25	-
Energy	3.71	-
Technology	7.26	-
Basic Materials	6.87	-
Industrials	7.56	2.75
Financial Services	22.35	28.06
Consumer Cyclical	6.46	13.6
Healthcare	4.08	8.56
Real Estate	3.01	2.93
Consumer Defensive	5.94	7.29
Utilities	2.17	8.77