Aditya Birla Sun Life Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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HDFC Balanced Advantage Fund - Growth Plan

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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	HDFC Balanced Advantage Fund - Growth Plan
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7239 Cr	₹94251 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹100	₹100
Launch Date	23 May 2000	11 Sep 2000
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%	21.38%
Expense Ratio	1.8	1.35
Manager	Lovelish Solanki	Anil Bamboli
ISIN Code	INF084M01AB8	INF179K01830
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	HDFC 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	HDFC Balanced Advantage Fund - Growth Plan
1 Month	3.29%	2.82%
6 Month	1.62%	-0.02%
1 Year	11.83%	9.58%
3 Year	12.52%	19.37%
5 Year	16.25%	25.8%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
6 Month	2.37%	1.43%
1 Year	4.53%	0.97%
3 Year	12.77%	18.2%
5 Year	12.35%	20.78%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
1 Year	11.38%	18.17%
3 Year	11.47%	15.89%
5 Year	11.16%	14.91%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	6.2%	9.701%
Sharp	0.51%	1.207%
Beta	0.97%	-
Alpha	1.72%	-

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Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Name	Lovelish Solanki	Anil Bamboli
Total AUM	₹14756 Cr	₹135442 Cr
Funds Managed	2	12
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Others	24.06	45.54
Large Cap	48.66	52.58
Mid Cap	15.42	6.45
Small Cap	4.32	6.1

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Others	19.59	43.92
Telecom - Services	1.65	-
Petroleum Products	4.64	-
Electrical Equipment	1.48	-
IT - Software	6	-
Cement & Cement Products	1.57	-
Personal Products	1.83	-
Construction	1.84	-
Finance	5.05	-
Retailing	2.5	-
Banks	14.92	-
Diversified FMCG	0.94	-
Pharmaceuticals & Biotechnology	3.48	-
Non - Ferrous Metals	1.56	-
Realty	2.67	-
Healthcare Services	0.96	-
Aerospace & Defense	0.28	-
Auto Components	3.04	-
Ferrous Metals	1.38	-
Automobiles	1.59	-
Industrial Products	1.44	-
Insurance	2.47	-
Consumer Durables	1.35	-
Transport Infrastructure	1.89	-
Diversified Metals	0.66	-
Oil	0.58	-
Power	2.26	-
Fertilizers & Agrochemicals	0.53	-
Leisure Services	0.4	-
Metals & Minerals Trading	0.13	-
Consumable Fuels	0.31	-
Minerals & Mining	0.58	-
Transport Services	0.66	-
Chemicals & Petrochemicals	0.83	-
Beverages	1.4	-
Communication Services	-	2.71
Energy	-	7.4
Technology	-	5.37
Industrials	-	8.87
Basic Materials	-	2
Financial Services	-	22.36
Consumer Cyclical	-	5.5
Consumer Defensive	-	2.65
Real Estate	-	1.44
Healthcare	-	4.17
Utilities	-	4.3