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)	₹7710 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	0.44%	0.19%
6 Month	5.66%	2.53%
1 Year	8.73%	-1.59%
3 Year	15.27%	-
5 Year	14.56%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	5.27%	5.57%
1 Year	10.22%	3.43%
3 Year	14.16%	-
5 Year	12.96%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	11.28%	42.79%
3 Year	11.48%	-
5 Year	11.23%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation	7.75%	-
Sharp	0.88%	-
Beta	1%	-
Alpha	1.01%	-

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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	26.23	35.6
Large Cap	51.42	56.58
Mid Cap	16.21	3.94
Small Cap	4.68	3.88

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	22.03	34.43
Telecom - Services	1.8	-
Petroleum Products	4.74	-
Electrical Equipment	1.39	-
IT - Software	5.61	-
Cement & Cement Products	2.04	-
Personal Products	2.18	-
Construction	1.44	-
Finance	4.16	-
Retailing	2.88	-
Banks	15.59	-
Pharmaceuticals & Biotechnology	3.7	-
Non - Ferrous Metals	1.61	-
Realty	2.58	-
Healthcare Services	0.89	-
Aerospace & Defense	0.36	-
Auto Components	3.28	-
Ferrous Metals	1.58	-
Transport Infrastructure	2.02	-
Automobiles	1.67	-
Industrial Products	1.81	-
Insurance	3.04	-
Diversified FMCG	1.04	-
Consumer Durables	1.65	-
Diversified Metals	0.69	-
Oil	0.58	-
Power	2.36	-
Fertilizers & Agrochemicals	0.66	-
Leisure Services	0.58	-
Metals & Minerals Trading	0.13	-
Consumable Fuels	0.27	-
Minerals & Mining	0.54	-
Transport Services	0.65	-
Chemicals & Petrochemicals	0.75	-
Beverages	2.24	-
Energy	-	13.33
Industrials	-	7.52
Consumer Defensive	-	9.01
Financial Services	-	22.2
Healthcare	-	5.11
Consumer Cyclical	-	8.4