HDFC Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
HDFC Balanced Advantage Fund - Growth Plan
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7267 Cr | ₹89878 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Apr 2000 | 01 Feb 1994 |
| 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% | 21.38% |
| Expense Ratio | 1.79 | 1.36 |
| Manager | Lovelish Solanki | Anil Bamboli |
| ISIN Code | INF084M01AB8 | INF179K01830 |
| Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Month | 2.79% | 0.8% |
| 6 Month | 15.44% | 14.14% |
| 1 Year | 22.4% | 37.88% |
| 3 Year | 12.05% | 25.15% |
| 5 Year | 14.72% | 22.06% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.37% | 16.09% |
| 3 Year | 23.8% | 46.46% |
| 5 Year | 42.23% | 86.54% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 13.79% | 23.04% |
| 3 Year | 32.93% | 65.03% |
| 5 Year | 45.24% | 91.64% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 6.2% | 9.4% |
| Sharp | 0.78% | 1.72% |
| Beta | 0.89% | 0.99% |
| Alpha | 2.26% | 11.94% |
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| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Name | Lovelish Solanki | Anil Bamboli |
| Total AUM | ₹14756 Cr | ₹135442 Cr |
| Fund Manage | 2 | 12 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HDFC Balanced Advantage Fund - Growth Plan |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 23.54 | 34.85 |
| Large Cap | 47.16 | 51.6 |
| Mid Cap | 7.19 | 6.11 |
| Small Cap | 3.17 | 7.44 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 18.04 | 33.27 |
| Capital Goods | 1.95 | - |
| Financial | 19.29 | - |
| Consumer Staples | 5.1 | - |
| Automobile | 4.27 | - |
| Materials | 2.42 | - |
| Healthcare | 2.88 | - |
| Energy | 6.43 | - |
| Consumer Discretionary | 1.45 | - |
| Metals & Mining | 1.68 | - |
| Technology | 4.01 | - |
| Communication | 4.11 | - |
| Services | 0.28 | - |
| Construction | 2.06 | 4.33 |
| Sovereign | 6.39 | - |
| Chemicals | 0.25 | - |
| Diversified | 0.45 | - |
| Telecom - Services | - | 2.17 |
| Petroleum Products | - | 4.65 |
| Electrical Equipment | - | 0.62 |
| IT - Software | - | 4.11 |
| Pharmaceuticals & Biotechnology | - | 3.16 |
| Industrial Manufacturing | - | 1.87 |
| Cement & Cement Products | - | 0.13 |
| Transport Services | - | 0.15 |
| Finance | - | 4.33 |
| Ferrous Metals | - | 0.26 |
| Consumer Durables | - | 0.45 |
| Banks | - | 16.75 |
| Diversified FMCG | - | 2.39 |
| Non - Ferrous Metals | - | 0.12 |
| Realty | - | 1.28 |
| Agricultural, Commercial & Construction Vehicles | - | 0.69 |
| Leisure Services | - | 0.06 |
| Automobiles | - | 2.62 |
| Aerospace & Defense | - | 2.96 |
| Power | - | 4.33 |
| Insurance | - | 0.8 |
| Personal Products | - | 0.01 |
| Gas | - | 1 |
| Entertainment | - | 0.15 |
| Agricultural Food & other Products | - | 0.01 |
| Diversified Metals | - | 0.28 |
| Oil | - | 0.39 |
| Food Products | - | 0.12 |
| Chemicals & Petrochemicals | - | 0.2 |
| Capital Markets | - | 0.08 |
| Metals & Minerals Trading | - | 0.09 |
| Healthcare Services | - | 0.17 |
| Auto Components | - | 0.97 |
| Industrial Products | - | 0.27 |
| Transport Infrastructure | - | 0.96 |
| Consumable Fuels | - | 3.64 |
| Financial Technology (Fintech) | - | 0.04 |
| Fertilizers & Agrochemicals | - | 0.09 |
| Retailing | - | 0.03 |
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