HDFC Balanced Advantage Fund 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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HDFC Balanced Advantage Fund - Growth Plan

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Chart Comparison

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	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	High Risk	Very High Risk
Asset Size (Cr)	₹7239 Cr	₹94251 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹100	₹100
Launch Date	23 May 2000	11 Sep 2000
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	1.8	1.35
Manager	Lovelish Solanki	Anil Bamboli
ISIN Code	INF084M01AB8	INF179K01830
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	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
1 Month	-1.46%	-2.13%
6 Month	-3.72%	-6.1%
1 Year	8.2%	6.23%
3 Year	10.57%	19.44%
5 Year	11.67%	19.02%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
6 Month	-	-
1 Year	-0.03%	-3.24%
3 Year	10.74%	17.38%
5 Year	11.54%	20.6%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
1 Year	11.51%	18.17%
3 Year	11.47%	15.89%
5 Year	11.12%	14.91%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	6.2%	9.475%
Sharp	0.57%	1.292%
Beta	0.92%	-
Alpha	1.49%	-

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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	-0.81	46.37
Large Cap	56.11	54.24
Mid Cap	9.42	6.84
Small Cap	7.86	7.04

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	HDFC Balanced Advantage Fund - Growth Plan
Others	-0.81	46.37
Telecom - Services	2.73	2.55
Petroleum Products	4.63	4.95
Electrical Equipment	1.36	0.68
IT - Software	7.01	4.29
Cement & Cement Products	1.46	0.19
Personal Products	1.71	0.01
Construction	2.62	4.24
Banks	13.5	18.34
Diversified FMCG	2.84	2.77
Pharmaceuticals & Biotechnology	3.26	4.04
Non - Ferrous Metals	1.31	0.12
Realty	2.93	1.36
Healthcare Services	1.27	0.23
Aerospace & Defense	0.44	1.44
Auto Components	2.51	0.88
Ferrous Metals	0.78	0.49
Automobiles	2.73	3.27
Finance	4.47	4.25
Insurance	1.24	0.84
Industrial Products	0.47	0.34
Consumer Durables	1.89	0.31
Transport Infrastructure	2.27	0.87
Retailing	1.47	0.03
Diversified Metals	0.28	0.02
Oil	0.66	0.26
Power	3.16	4.23
Fertilizers & Agrochemicals	0.3	0.09
Metals & Minerals Trading	0.46	0.1
Consumable Fuels	0.94	2.66
Minerals & Mining	0.46	0.01
Transport Services	0.68	0.53
Chemicals & Petrochemicals	0.44	0.37
Leisure Services	0.31	0.06
Beverages	0.8	-
Industrial Manufacturing	-	1.49
Agricultural, Commercial & Construction Vehicles	-	0.65
Gas	-	0.78
Agricultural Food & other Products	-	0.04
Food Products	-	0.08
Entertainment	-	0.11
Capital Markets	-	0.1
Financial Technology (Fintech)	-	0.05