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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Get Free Experts GuidanceScheme 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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