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

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

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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	Average
Asset Size (Cr)	₹7239 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	4.85%	-0.8%
6 Month	-3.3%	1.98%
1 Year	8.9%	12.89%
3 Year	11.04%	11.83%
5 Year	17.77%	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	0.31%	-
1 Year	2.16%	8.2%
3 Year	12.26%	14.52%
5 Year	12.19%	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	11.38%	14.38%
3 Year	11.47%	11.8%
5 Year	11.16%	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	0.49%	0.79%
Beta	0.94%	0.86%
Alpha	1.14%	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
Funds Managed	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	24.06	41.92
Large Cap	48.66	51.08
Mid Cap	15.42	11.66
Small Cap	4.32	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	19.59	41.92
Telecom - Services	1.65	4.13
Petroleum Products	4.64	2.38
Electrical Equipment	1.48	1.62
IT - Software	6	7.22
Cement & Cement Products	1.57	1.12
Personal Products	1.83	1.61
Construction	1.84	2.1
Finance	5.05	1.76
Retailing	2.5	1.61
Banks	14.92	15.43
Diversified FMCG	0.94	3.49
Pharmaceuticals & Biotechnology	3.48	1.85
Non - Ferrous Metals	1.56	-
Realty	2.67	1.82
Healthcare Services	0.96	0.24
Aerospace & Defense	0.28	0.98
Auto Components	3.04	1.47
Ferrous Metals	1.38	0.52
Automobiles	1.59	2.54
Industrial Products	1.44	0.4
Insurance	2.47	2.85
Consumer Durables	1.35	2.52
Transport Infrastructure	1.89	2.16
Diversified Metals	0.66	-
Oil	0.58	-
Power	2.26	3.35
Fertilizers & Agrochemicals	0.53	-
Leisure Services	0.4	1.7
Metals & Minerals Trading	0.13	-
Consumable Fuels	0.31	-
Minerals & Mining	0.58	-
Transport Services	0.66	0.46
Chemicals & Petrochemicals	0.83	-
Beverages	1.4	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