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)	₹8208 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	1.92%	1.38%
6 Month	11.54%	12.42%
1 Year	4.19%	-4.29%
3 Year	12.95%	-
5 Year	13.73%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	2.53%	1.77%
1 Year	10.66%	7.07%
3 Year	12.72%	-
5 Year	11.95%	-

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	0.84%	-
Beta	0.1%	-
Alpha	5.69%	-

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	35.85	30.94
Large Cap	42.52	59.73
Mid Cap	13.39	4.46
Small Cap	8.24	4.87

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	27.34	26.72
Communication Services	1.25	-
Energy	3.3	-
Technology	8.54	-
Basic Materials	6.92	-
Industrials	7.77	3.08
Financial Services	22.55	29.18
Healthcare	4.43	8.06
Real Estate	3.02	2.9
Consumer Cyclical	6.67	13.78
Consumer Defensive	5.99	7.61
Utilities	2.22	8.66