HDFC Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowHDFC Balanced Advantage Fund - Growth Plan
Invest NowChart 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 | -3.51% | 0.8% |
6 Month | 8.05% | 14.14% |
1 Year | 22.93% | 37.88% |
3 Year | 10.95% | 25.15% |
5 Year | 12.82% | 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 | 11.38% | 18.11% |
3 Year | 11.51% | 15.81% |
5 Year | 11.06% | 14.82% |
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 | 0.81% | 1.72% |
Beta | 0.23% | 0.99% |
Alpha | 3.36% | 11.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
Top Comparisons
Invesco India Corporate Bond Fund - Growth
3Y Returns5.61%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns5.07%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns6.01%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns6.47%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns23.05%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns18.38%
Invesco India Medium Duration Fund - Regular - Growth
3Y Returns4.74%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.03%