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

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

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

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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 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 High Very High
Asset Size (Cr) ₹7427 Cr ₹8282 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 23 May 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 1.8 1.76
Manager Lovelish Solanki Ashutosh Bhargava
ISIN Code INF084M01AB8 INF204K01596
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 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 0.58% 0.9%
6 Month 2.79% 3.03%
1 Year 14.19% 13.93%
3 Year 11.41% 12.03%
5 Year 12.49% 12.42%

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 9.57% 8.93%
3 Year 13.95% 14.42%
5 Year 13.62% 13.94%

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 11.31% 14.38%
3 Year 11.5% 11.8%
5 Year 11.04% 12.32%

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 0.68% 0.79%
Beta 0.91% 0.86%
Alpha 2.11% 2.82%

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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 -0.81 41.92
Large Cap 56.11 51.08
Mid Cap 9.42 11.66
Small Cap 7.86 7.54

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 -0.81 41.92
Telecom - Services 2.73 4.13
Petroleum Products 4.63 2.38
Electrical Equipment 1.36 1.62
IT - Software 7.01 7.22
Cement & Cement Products 1.46 1.12
Personal Products 1.71 1.61
Construction 2.62 2.1
Banks 13.5 15.43
Diversified FMCG 2.84 3.49
Pharmaceuticals & Biotechnology 3.26 1.85
Non - Ferrous Metals 1.31 -
Realty 2.93 1.82
Healthcare Services 1.27 0.24
Aerospace & Defense 0.44 0.98
Auto Components 2.51 1.47
Ferrous Metals 0.78 0.52
Automobiles 2.73 2.54
Finance 4.47 1.76
Insurance 1.24 2.85
Industrial Products 0.47 0.4
Consumer Durables 1.89 2.52
Transport Infrastructure 2.27 2.16
Retailing 1.47 1.61
Diversified Metals 0.28 -
Oil 0.66 -
Power 3.16 3.35
Fertilizers & Agrochemicals 0.3 -
Metals & Minerals Trading 0.46 -
Consumable Fuels 0.94 -
Minerals & Mining 0.46 -
Transport Services 0.68 0.46
Chemicals & Petrochemicals 0.44 -
Leisure Services 0.31 1.7
Beverages 0.8 1.42
IT - Services - 0.27
Financial Technology (Fintech) - 1.09
Diversified - 0.55
Other Utilities - 0.36
Textiles & Apparels - 0.74
Food Products - 0.52

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