BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs Aditya Birla Sun Life Balanced Advantage Fund compare

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

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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

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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	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 Risk	High Risk
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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
1 Month	-1.46%	-1.46%
6 Month	-3.72%	-7.47%
1 Year	8.2%	1.2%
3 Year	10.57%	-
5 Year	11.67%	-

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	0.34%	-7.05%
3 Year	11.02%	-
5 Year	11.84%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
1 Year	11.51%	6.97%
3 Year	11.47%	-
5 Year	11.12%	-

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	0.57%	-
Beta	0.92%	-
Alpha	1.49%	-

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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	-0.81	21.89
Large Cap	56.11	70.85
Mid Cap	9.42	5.89
Small Cap	7.86	1.37

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Others	-0.81	21.89
Telecom - Services	2.73	2.21
Petroleum Products	4.63	8.34
Electrical Equipment	1.36	0.22
IT - Software	7.01	10.01
Cement & Cement Products	1.46	2.61
Personal Products	1.71	1.4
Construction	2.62	2.59
Banks	13.5	17.18
Diversified FMCG	2.84	4.75
Pharmaceuticals & Biotechnology	3.26	8.41
Non - Ferrous Metals	1.31	1.24
Realty	2.93	-
Healthcare Services	1.27	0.31
Aerospace & Defense	0.44	-
Auto Components	2.51	-
Ferrous Metals	0.78	2.32
Automobiles	2.73	4.81
Finance	4.47	1.78
Insurance	1.24	0.9
Industrial Products	0.47	-
Consumer Durables	1.89	1.21
Transport Infrastructure	2.27	-
Retailing	1.47	0.97
Diversified Metals	0.28	-
Oil	0.66	0.31
Power	3.16	1.21
Fertilizers & Agrochemicals	0.3	-
Metals & Minerals Trading	0.46	-
Consumable Fuels	0.94	-
Minerals & Mining	0.46	-
Transport Services	0.68	-
Chemicals & Petrochemicals	0.44	-
Leisure Services	0.31	-
Beverages	0.8	1.38
Agricultural Food & other Products	-	1.9
Food Products	-	2.05