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	2.45%	2.5%
6 Month	6.77%	3.52%
1 Year	8.77%	-0.36%
3 Year	15.48%	-
5 Year	14.94%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month	7.53%	9.52%
1 Year	14.28%	10.24%
3 Year	14.78%	-
5 Year	13.3%	-

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	6.2%	-
Sharp	0.96%	-
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	32.99	23.94
Large Cap	49.6	66.52
Mid Cap	16.11	4.61
Small Cap	5.72	4.93

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Quant Dynamic Asset Allocation Fund Regular - Growth
Others	28.81	22.73
Telecom - Services	1.41	-
Petroleum Products	4.19	-
Electrical Equipment	1.73	-
IT - Software	6.81	-
Cement & Cement Products	2.16	-
Construction	1.95	-
Finance	4.16	-
Retailing	2.47	-
Pharmaceuticals & Biotechnology	3.93	-
Non - Ferrous Metals	1.65	-
Banks	15.1	-
Realty	2.61	-
Healthcare Services	0.61	-
Auto Components	3.85	-
Automobiles	2	-
Personal Products	2	-
Agricultural Food & other Products	0.16	-
Industrial Products	1.86	-
Insurance	2.74	-
Diversified FMCG	1.12	-
Consumer Durables	2.19	-
Transport Infrastructure	1.06	-
Diversified Metals	0.71	-
Oil	0.61	-
Power	2.26	-
Fertilizers & Agrochemicals	0.65	-
Minerals & Mining	0.44	-
Transport Services	0.52	-
Chemicals & Petrochemicals	0.72	-
Beverages	1.99	-
Ferrous Metals	1.44	-
Leisure Services	0.51	-
Energy	-	9.62
Industrials	-	0
Financial Services	-	29.68
Healthcare	-	5.82
Consumer Defensive	-	7.18
Utilities	-	8.41
Real Estate	-	2.9
Consumer Cyclical	-	13.65