Aditya Birla Sun Life Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7267 Cr | ₹2323 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Apr 2000 | 07 Aug 2017 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | 24% |
| Expense Ratio | 1.79 | 2.03 |
| Manager | Lovelish Solanki | Hardik Shah |
| ISIN Code | INF084M01AB8 | INF846K01A52 |
| Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -3.51% | 1.45% |
| 6 Month | 8.05% | 14.11% |
| 1 Year | 22.93% | 30.3% |
| 3 Year | 10.95% | 13.03% |
| 5 Year | 12.82% | 13.14% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.37% | 12.57% |
| 3 Year | 23.8% | 26.75% |
| 5 Year | 42.23% | 41.86% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.38% | 7.55% |
| 3 Year | 11.51% | 9.68% |
| 5 Year | 11.06% | 8.02% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.2% | 7.39% |
| Sharp | 0.81% | 0.89% |
| Beta | 0.23% | 0.98% |
| Alpha | 3.36% | 2.31% |
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| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Lovelish Solanki | Hardik Shah |
| Total AUM | ₹14756 Cr | ₹0 Cr |
| Fund Manage | 2 | 12 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.54 | 35.88 |
| Large Cap | 47.16 | 51.36 |
| Mid Cap | 7.19 | 7.43 |
| Small Cap | 3.17 | 5.34 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.04 | 9.94 |
| Capital Goods | 1.95 | 4.12 |
| Financial | 19.29 | 28.95 |
| Consumer Staples | 5.1 | 3.53 |
| Automobile | 4.27 | 6.85 |
| Materials | 2.42 | 1.96 |
| Healthcare | 2.88 | 5.51 |
| Energy | 6.43 | 7.6 |
| Consumer Discretionary | 1.45 | - |
| Metals & Mining | 1.68 | 1.01 |
| Technology | 4.01 | 4.95 |
| Communication | 4.11 | 4.05 |
| Services | 0.28 | 1.28 |
| Construction | 2.06 | 3.68 |
| Sovereign | 6.39 | 11.61 |
| Chemicals | 0.25 | 2.54 |
| Diversified | 0.45 | - |
| Insurance | - | 2.43 |
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