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 | High | Very High |
| Asset Size (Cr) | ₹7427 Cr | ₹2547 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 May 2000 | 01 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 | 1.8 | 2.01 |
| Manager | Lovelish Solanki | Hardik Shah |
| ISIN Code | INF084M01AB8 | INF846K01A52 |
| 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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.19% | -1.37% |
| 6 Month | -1.07% | 1.25% |
| 1 Year | 11.35% | 15.18% |
| 3 Year | 10.86% | 12.26% |
| 5 Year | 12.21% | 11.95% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 5.75% | 9.52% |
| 3 Year | 13.05% | 16.34% |
| 5 Year | 13.01% | 14.22% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.31% | 7.63% |
| 3 Year | 11.5% | 9.65% |
| 5 Year | 11.04% | 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 | 0.55% | 0.89% |
| Beta | 0.91% | 0.98% |
| Alpha | 2.08% | 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 | -0.81 | 18.35 |
| Large Cap | 56.11 | 53.62 |
| Mid Cap | 9.42 | 8.15 |
| Small Cap | 7.86 | 6.52 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | -0.81 | 18.35 |
| Telecom - Services | 2.73 | 2.46 |
| Petroleum Products | 4.63 | 4.54 |
| Electrical Equipment | 1.36 | 0.79 |
| IT - Software | 7.01 | 6.38 |
| Cement & Cement Products | 1.46 | 1.08 |
| Personal Products | 1.71 | 0.77 |
| Construction | 2.62 | 2.97 |
| Banks | 13.5 | 14.48 |
| Diversified FMCG | 2.84 | 0.66 |
| Pharmaceuticals & Biotechnology | 3.26 | 4.91 |
| Non - Ferrous Metals | 1.31 | 0.77 |
| Realty | 2.93 | 0.45 |
| Healthcare Services | 1.27 | 1.63 |
| Aerospace & Defense | 0.44 | 0.99 |
| Auto Components | 2.51 | 0.45 |
| Ferrous Metals | 0.78 | 0.19 |
| Automobiles | 2.73 | 5.31 |
| Finance | 4.47 | 4.42 |
| Insurance | 1.24 | 2.9 |
| Industrial Products | 0.47 | 0.71 |
| Consumer Durables | 1.89 | 0.22 |
| Transport Infrastructure | 2.27 | - |
| Retailing | 1.47 | 0.65 |
| Diversified Metals | 0.28 | 0.46 |
| Oil | 0.66 | 0.54 |
| Power | 3.16 | 2.35 |
| Fertilizers & Agrochemicals | 0.3 | 0.8 |
| Metals & Minerals Trading | 0.46 | - |
| Consumable Fuels | 0.94 | 0.87 |
| Minerals & Mining | 0.46 | - |
| Transport Services | 0.68 | 0.03 |
| Chemicals & Petrochemicals | 0.44 | 1.32 |
| Leisure Services | 0.31 | 0.56 |
| Beverages | 0.8 | 0.53 |
| Capital Markets | - | 0.02 |
| Gas | - | 0.14 |
| IT - Services | - | 0.08 |
| Agricultural Food & other Products | - | 0.64 |
| Food Products | - | 0.04 |
| Household Products | - | 0.73 |
| Industrial Manufacturing | - | 1.45 |
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