Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Balanced Advantage Fund vs Aditya Birla Sun Life 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 Axis Balanced Advantage Fund - Regular Plan - Growth

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 Axis Balanced Advantage Fund - Regular Plan - Growth
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹7239 Cr ₹2652 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 23 May 2000 01 Aug 2017
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 240% 24%
Expense Ratio 1.8 2
Manager Lovelish Solanki Hardik Shah
ISIN Code INF084M01AB8 INF846K01A52
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 Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month 4.28% 3.31%
6 Month -4.86% -4.36%
1 Year 8.53% 9.8%
3 Year 10.85% 12.15%
5 Year 17.33% 14.58%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month 0.31% -0.37%
1 Year 2.16% 2.96%
3 Year 12.26% 14.76%
5 Year 12.19% 13.17%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 11.38% 8.22%
3 Year 11.47% 9.95%
5 Year 11.16% 8.8%

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 6.2% 8.096%
Sharp 0.49% 0.607%
Beta 0.94% -
Alpha 1.14% -

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 Axis Balanced Advantage Fund - Regular Plan - Growth
Name Lovelish Solanki Hardik Shah
Total AUM ₹14756 Cr ₹0 Cr
Funds Managed 2 12
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Axis Balanced Advantage Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 35.45 34.05
Large Cap 46.21 56.4
Mid Cap 14.07 5.5
Small Cap 4.27 4.04

Sector Allocation

Scheme Name

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

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 30.05 32.81
Communication Services 1.9 3.08
Energy 6.22 7.7
Industrials 9.12 5.28
Technology 6.36 6.58
Basic Materials 6.73 3.97
Consumer Defensive 4.34 2.51
Financial Services 19.46 21.88
Consumer Cyclical 6.79 7.77
Healthcare 4.44 5.99
Real Estate 2.03 0.43
Utilities 2.55 1.99

Top Comparisons

Kotak Money Market Scheme - (Growth) Kotak Money Market Scheme - (Growth)

3Y Returns6.95%

VS

Kotak Money Market Scheme - (Growth) Kotak Money Market Scheme - (Growth)

3Y Returns6.95%

Compare Now

HDFC Arbitrage Fund - Wholesale Growth Option HDFC Arbitrage Fund - Wholesale Growth Option

3Y Returns6.63%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns6.61%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns11.48%

VS

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns8.46%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns18.49%

VS

LIC MF Nifty 50 Index Fund-Growth LIC MF Nifty 50 Index Fund-Growth

3Y Returns9.54%

Compare Now
Add to Cart Successfully