Aditya Birla Sun Life Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Invest Now

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 Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7267 Cr ₹8282 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 25 Apr 2000 15 Nov 2004
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI CRISIL Hybrid 50+50 Moderate Index
Turn Over 240% 334%
Expense Ratio 1.79 1.76
Manager Lovelish Solanki Ashutosh Bhargava
ISIN Code INF084M01AB8 INF204K01596
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

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month 3.2% 1.63%
6 Month 12.66% 12.02%
1 Year 23.07% 25.72%
3 Year 11.99% 12.63%
5 Year 14.55% 14.37%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month - -
1 Year 10.37% 10.75%
3 Year 23.8% 24.88%
5 Year 42.23% 43.32%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 13.79% 13.6%
3 Year 32.93% 33.64%
5 Year 45.24% 46.21%

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation 6.2% 6.21%
Sharp 0.86% 0.94%
Beta 0.83% 0.79%
Alpha 1.84% 2.43%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name Lovelish Solanki Ashutosh Bhargava
Total AUM ₹14756 Cr ₹121448 Cr
Fund Manage 2 12
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Market Cap

Scheme Name

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

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 23.54 24.97
Large Cap 47.16 50.08
Mid Cap 7.19 10.11
Small Cap 3.17 2.14

Sector Allocation

Scheme Name

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

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 18.04 11.62
Financial 19.29 27.5
Energy 6.43 6.09
Sovereign 6.39 6.38
Technology 4.01 5.05
Construction 2.06 2.11
Consumer Staples 5.1 6.86
Automobile 4.27 5
Communication 4.11 4.27
Healthcare 2.88 1.79
Metals & Mining 1.68 2.52
Materials 2.42 0.86
Consumer Discretionary 1.45 0.56
Capital Goods 1.95 3.94
Diversified 0.45 0.49
Services 0.28 1.66
Chemicals 0.25 -
Textiles - 0.6

Top Comparisons

LIC MF Children's Gift Fund-Growth LIC MF Children's Gift Fund-Growth

3Y Returns13.77%

VS

LIC MF Childrens Gift Fund-Regular Plan-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth

3Y Returns13.77%

Compare Now

Invesco India Liquid Fund - Bonus Option Invesco India Liquid Fund - Bonus Option

3Y Returns6.01%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6%

Compare Now

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns25.91%

VS

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns25.38%

Compare Now

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns31.54%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns33.91%

Compare Now
Request call back
Add to Cart Successfully