HDFC Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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

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tortoise-icon 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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