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)	₹8371 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	2.16%	1.68%
6 Month	5.37%	5.8%
1 Year	8.29%	2.63%
3 Year	12.88%	-
5 Year	13.67%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	2.66%	2.16%
1 Year	12.43%	10.74%
3 Year	12.67%	-
5 Year	11.92%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	11.08%	20.49%
3 Year	11.55%	-
5 Year	11.4%	-

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	0.9%	-
Beta	0.13%	-
Alpha	5.98%	-

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	26.46	27.49
Large Cap	39.15	62.85
Mid Cap	11.14	4.79
Small Cap	9.27	4.87

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	12.72	21.55
Telecom - Services	1.19	-
Petroleum Products	2.82	-
IT - Software	8.3	-
Construction	1.53	-
Finance	4.78	-
Pharmaceuticals & Biotechnology	2.96	-
Non - Ferrous Metals	1.38	-
Insurance	3.27	-
Banks	16.13	-
Realty	3.2	-
Healthcare Services	0.65	-
Electrical Equipment	0.85	-
Auto Components	3.55	-
Cement & Cement Products	1.11	-
Chemicals & Petrochemicals	1.5	-
Automobiles	2.18	-
Personal Products	1.96	-
Agricultural Food & other Products	0.62	-
Industrial Products	1.58	-
IT - Services	0.05	-
Diversified FMCG	0.99	-
Consumer Durables	2.32	-
Transport Infrastructure	1.16	-
Retailing	1.11	-
Beverages	1.59	-
Diversified Metals	0.69	-
Oil	0.42	-
Power	2.21	-
Fertilizers & Agrochemicals	1.08	-
Capital Markets	0.45	-
Ferrous Metals	1.49	-
Leisure Services	0.18	-
Healthcare	-	7.29
Financial Services	-	34.03
Industrials	-	2.85
Consumer Defensive	-	7.58
Utilities	-	9.15
Real Estate	-	2.85
Consumer Cyclical	-	14.7