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

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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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	Very High	Very High
Asset Size (Cr)	₹7267 Cr	₹89878 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹100	₹100
Launch Date	25 Apr 2000	01 Feb 1994
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	1.79	1.36
Manager	Lovelish Solanki	Anil Bamboli
ISIN Code	INF084M01AB8	INF179K01830
Exits Load	Exit load of 0.25%, if redeemed within 7 days./365	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
1 Month	0.73%	0.82%
6 Month	7.81%	5.62%
1 Year	19.33%	25.03%
3 Year	11.77%	22.64%
5 Year	12.82%	20.18%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	11.24%	11.4%
3 Year	14.43%	23.57%
5 Year	13.91%	24.15%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
1 Year	11.31%	18.18%
3 Year	11.5%	15.79%
5 Year	11.04%	14.82%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	6.2%	9.4%
Sharp	0.6%	1.72%
Beta	0.92%	0.99%
Alpha	2.01%	11.94%

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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
Fund Manage	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	-0.81	34.85
Large Cap	56.11	51.6
Mid Cap	9.42	6.11
Small Cap	7.86	7.44

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Others	-0.81	33.27
Telecom - Services	2.73	2.17
Petroleum Products	4.63	4.65
Electrical Equipment	1.36	0.62
IT - Software	7.01	4.11
Cement & Cement Products	1.46	0.13
Personal Products	1.71	0.01
Construction	2.62	4.33
Banks	13.5	16.75
Diversified FMCG	2.84	2.39
Pharmaceuticals & Biotechnology	3.26	3.16
Non - Ferrous Metals	1.31	0.12
Realty	2.93	1.28
Healthcare Services	1.27	0.17
Aerospace & Defense	0.44	2.96
Auto Components	2.51	0.97
Ferrous Metals	0.78	0.26
Automobiles	2.73	2.62
Finance	4.47	4.33
Insurance	1.24	0.8
Industrial Products	0.47	0.27
Consumer Durables	1.89	0.45
Transport Infrastructure	2.27	0.96
Retailing	1.47	0.03
Diversified Metals	0.28	0.28
Oil	0.66	0.39
Power	3.16	4.33
Fertilizers & Agrochemicals	0.3	0.09
Metals & Minerals Trading	0.46	0.09
Consumable Fuels	0.94	3.64
Minerals & Mining	0.46	-
Transport Services	0.68	0.15
Chemicals & Petrochemicals	0.44	0.2
Leisure Services	0.31	0.06
Beverages	0.8	-
Industrial Manufacturing	-	1.87
Agricultural, Commercial & Construction Vehicles	-	0.69
Gas	-	1
Entertainment	-	0.15
Agricultural Food & other Products	-	0.01
Food Products	-	0.12
Capital Markets	-	0.08
Financial Technology (Fintech)	-	0.04