Aditya Birla Sun Life Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart Comparison
| 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 | Average |
| 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 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Month | -1.04% | -0.8% |
| 6 Month | -0.58% | 1.98% |
| 1 Year | 11.47% | 12.89% |
| 3 Year | 10.57% | 11.83% |
| 5 Year | 11.89% | 12.32% |
| 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 | 6.18% | 8.2% |
| 3 Year | 12.91% | 14.52% |
| 5 Year | 12.91% | 13.96% |
| 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% |
| 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 | 0.55% | 0.79% |
| Beta | 0.91% | 0.86% |
| Alpha | 2.08% | 2.82% |
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| 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 |
| 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 |
| 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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