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)	₹8800 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	0.97%	-0.53%
6 Month	3.05%	-1.45%
1 Year	9.76%	1.8%
3 Year	13.28%	-
5 Year	11.48%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	3.12%	0.3%
1 Year	12.99%	6.67%
3 Year	12.4%	-
5 Year	11.84%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year	11.39%	20.49%
3 Year	11.75%	-
5 Year	11.67%	-

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	0.89%	-
Beta	1.09%	-
Alpha	1.1%	-

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	13.47	33.96
Large Cap	47.19	50.4
Mid Cap	12.81	8.18
Small Cap	10.13	7.47

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	8.82	33.96
Telecom - Services	1.22	-
Petroleum Products	3	-
IT - Software	8.08	-
Construction	1.41	-
Pharmaceuticals & Biotechnology	3.34	5.57
Non - Ferrous Metals	1.39	-
Insurance	3.1	6.6
Banks	15.97	7.96
Realty	3.45	5.58
Healthcare Services	0.72	-
Cement & Cement Products	0.92	-
Aerospace & Defense	0.02	-
Electrical Equipment	0.78	-
Auto Components	3.63	6.88
Chemicals & Petrochemicals	1.35	-
Capital Markets	0.79	-
Automobiles	1.87	4.03
Other Consumer Services	0.85	-
Personal Products	1.79	-
Leisure Services	0.65	5.23
Agricultural Food & other Products	0.63	-
Industrial Products	1.4	2.24
Finance	4.47	3.3
IT - Services	0.04	-
Consumer Services	0.3	-
Diversified FMCG	0.81	7.85
Consumer Durables	2.31	-
Transport Infrastructure	1.18	-
Retailing	1.75	-
Beverages	1.55	-
Diversified Metals	0.87	-
Oil	0.41	-
Power	2.11	10.81
Fertilizers & Agrochemicals	0.98	-
Metals & Minerals Trading	0.25	-
Ferrous Metals	1.39	-