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	2.37%	2.34%
6 Month	5.59%	6.49%
1 Year	8.24%	2.87%
3 Year	12.96%	-
5 Year	13.81%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	0.21%	-0.35%
1 Year	7.45%	6.12%
3 Year	11.03%	-
5 Year	10.97%	-

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	37.79	27.49
Large Cap	41.39	62.85
Mid Cap	12.96	4.79
Small Cap	7.85	4.87

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	28.44	21.55
Communication Services	1.19	-
Energy	3.24	-
Technology	8.75	-
Industrials	7.3	2.85
Financial Services	22.13	34.03
Healthcare	4.21	7.29
Basic Materials	7.15	-
Real Estate	3.2	2.85
Consumer Cyclical	6.55	14.7
Consumer Defensive	5.63	7.58
Utilities	2.21	9.15