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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
Overview
| 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 | High | High |
| Asset Size (Cr) | ₹7239 Cr | ₹1278 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 May 2000 | 08 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 | 1.8 | 2.09 |
| Manager | Lovelish Solanki | Siddharth Chaudhary |
| ISIN Code | INF084M01AB8 | INF0QA701680 |
| 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 | Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Month | 5.34% | 5.11% |
| 6 Month | -4.29% | -7.93% |
| 1 Year | 10.24% | 1.85% |
| 3 Year | 11.72% | - |
| 5 Year | 16.95% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 6 Month | 0.31% | -1.71% |
| 1 Year | 2.16% | -5.15% |
| 3 Year | 12.26% | - |
| 5 Year | 12.19% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| 1 Year | 11.38% | 5.39% |
| 3 Year | 11.47% | - |
| 5 Year | 11.16% | - |
Risk Management
| 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 | 0.49% | - |
| Beta | 0.94% | - |
| Alpha | 1.14% | - |
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Fund Managers
| 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 |
| Funds Managed | 2 | 8 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 35.45 | 15.51 |
| Large Cap | 46.21 | 81.32 |
| Mid Cap | 14.07 | 1.02 |
| Small Cap | 4.27 | 2.14 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
|---|---|---|
| Others | 30.05 | 15 |
| Communication Services | 1.9 | 3.46 |
| Energy | 6.22 | 7.2 |
| Industrials | 9.12 | 5.44 |
| Technology | 6.36 | 12.57 |
| Basic Materials | 6.73 | 6.39 |
| Consumer Defensive | 4.34 | 10.31 |
| Financial Services | 19.46 | 21.41 |
| Consumer Cyclical | 6.79 | 6.55 |
| Healthcare | 4.44 | 10.13 |
| Real Estate | 2.03 | - |
| Utilities | 2.55 | 1.53 |
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