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 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 -3.75% -2.94%
6 Month 7.33% 5.97%
1 Year 19.39% 20.05%
3 Year 10.11% 10.59%
5 Year 12.54% 12.49%

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 14.17% 13.47%
3 Year 14.84% 15.27%
5 Year 14.06% 14.39%

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 0.6% 0.7%
Beta 0.92% 0.87%
Alpha 2.01% 2.66%

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

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