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	5.34%	4.83%
6 Month	-4.29%	-5.19%
1 Year	10.24%	8.6%
3 Year	11.72%	19.83%
5 Year	16.95%	27%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
6 Month	0.31%	-1.26%
1 Year	2.16%	-2.02%
3 Year	12.26%	17.92%
5 Year	12.19%	20.87%

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	0.49%	1.207%
Beta	0.94%	-
Alpha	1.14%	-

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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	35.45	45.54
Large Cap	46.21	52.58
Mid Cap	14.07	6.45
Small Cap	4.27	6.1

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Others	30.05	43.92
Communication Services	1.9	2.71
Energy	6.22	7.4
Industrials	9.12	8.87
Technology	6.36	5.37
Basic Materials	6.73	2
Consumer Defensive	4.34	2.65
Financial Services	19.46	22.36
Consumer Cyclical	6.79	5.5
Healthcare	4.44	4.17
Real Estate	2.03	1.44
Utilities	2.55	4.3