BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹7267 Cr | ₹1115 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Apr 2000 | 07 Dec 2023 |
| 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% | % |
| Expense Ratio | 1.79 | 2.13 |
| Manager | Lovelish Solanki | Siddharth Chaudhary |
| ISIN Code | INF084M01AB8 | INF0QA701680 |
| Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | 2.83% | 1.08% |
| 6 Month | 12.11% | 10.46% |
| 1 Year | 22.16% | - |
| 3 Year | 11.79% | - |
| 5 Year | 14.31% | - |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.37% | 4.96% |
| 3 Year | 23.8% | 4.96% |
| 5 Year | 42.23% | 4.96% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 13.79% | 5.9% |
| 3 Year | 32.93% | 5.9% |
| 5 Year | 45.24% | 5.9% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Standard Deviation | 6.2% | - |
| Sharp | 0.86% | - |
| Beta | 0.83% | - |
| Alpha | 1.84% | - |
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| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Name | Lovelish Solanki | Siddharth Chaudhary |
| Total AUM | ₹14756 Cr | ₹7136 Cr |
| Fund Manage | 2 | 8 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 23.54 | 22.5 |
| Large Cap | 47.16 | 74.19 |
| Mid Cap | 7.19 | 2.1 |
| Small Cap | 3.17 | 1.19 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 18.04 | 12.74 |
| Financial | 19.29 | 20.95 |
| Energy | 6.43 | 7.94 |
| Sovereign | 6.39 | 7.24 |
| Technology | 4.01 | 2.51 |
| Construction | 2.06 | 3.83 |
| Consumer Staples | 5.1 | 12.45 |
| Automobile | 4.27 | 5.97 |
| Communication | 4.11 | 4.03 |
| Healthcare | 2.88 | 6.93 |
| Metals & Mining | 1.68 | 4.85 |
| Materials | 2.42 | 3.27 |
| Consumer Discretionary | 1.45 | 0.97 |
| Capital Goods | 1.95 | 3.49 |
| Diversified | 0.45 | 1.93 |
| Services | 0.28 | 0.65 |
| Chemicals | 0.25 | - |
| Insurance | - | 0.23 |
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