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Nippon India Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹7239 Cr | ₹8282 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 23 May 2000 | 15 Nov 2004 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | CRISIL Hybrid 50+50 Moderate Index |
| Turn Over | 240% | 334% |
| Expense Ratio | 1.8 | 1.76 |
| Manager | Lovelish Solanki | Ashutosh Bhargava |
| ISIN Code | INF084M01AB8 | INF204K01596 |
| 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 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Month | -1.05% | -0.8% |
| 6 Month | -5.21% | 1.98% |
| 1 Year | 6.68% | 12.89% |
| 3 Year | 10.91% | 11.83% |
| 5 Year | 13.09% | 12.32% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | -3.75% | - |
| 1 Year | -4.14% | 8.2% |
| 3 Year | 9.84% | 14.52% |
| 5 Year | 10.83% | 13.96% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | 11.51% | 14.38% |
| 3 Year | 11.47% | 11.8% |
| 5 Year | 11.12% | 12.32% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Standard Deviation | 6.2% | 6.21% |
| Sharp | 0.49% | 0.79% |
| Beta | 0.94% | 0.86% |
| Alpha | 1.14% | 2.82% |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Name | Lovelish Solanki | Ashutosh Bhargava |
| Total AUM | ₹14756 Cr | ₹121448 Cr |
| Fund Manage | 2 | 12 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 35.45401 | 41.92 |
| Large Cap | 46.20843 | 51.08 |
| Mid Cap | 14.0684 | 11.66 |
| Small Cap | 4.26915 | 7.54 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 30.04715 | 41.92 |
| Communication Services | 1.90303 | - |
| Energy | 6.22007 | - |
| Industrials | 9.1173 | - |
| Technology | 6.36041 | - |
| Basic Materials | 6.73274 | - |
| Consumer Defensive | 4.34194 | - |
| Financial Services | 19.46456 | - |
| Consumer Cyclical | 6.79004 | - |
| Healthcare | 4.44324 | - |
| Real Estate | 2.03139 | - |
| Utilities | 2.54812 | - |
| Petroleum Products | - | 2.38 |
| IT - Software | - | 7.22 |
| Cement & Cement Products | - | 1.12 |
| IT - Services | - | 0.27 |
| Construction | - | 2.1 |
| Consumer Durables | - | 2.52 |
| Diversified FMCG | - | 3.49 |
| Banks | - | 15.43 |
| Automobiles | - | 2.54 |
| Aerospace & Defense | - | 0.98 |
| Electrical Equipment | - | 1.62 |
| Pharmaceuticals & Biotechnology | - | 1.85 |
| Ferrous Metals | - | 0.52 |
| Realty | - | 1.82 |
| Transport Infrastructure | - | 2.16 |
| Personal Products | - | 1.61 |
| Industrial Products | - | 0.4 |
| Telecom - Services | - | 4.13 |
| Insurance | - | 2.85 |
| Finance | - | 1.76 |
| Transport Services | - | 0.46 |
| Retailing | - | 1.61 |
| Power | - | 3.35 |
| Financial Technology (Fintech) | - | 1.09 |
| Healthcare Services | - | 0.24 |
| Auto Components | - | 1.47 |
| Diversified | - | 0.55 |
| Other Utilities | - | 0.36 |
| Beverages | - | 1.42 |
| Textiles & Apparels | - | 0.74 |
| Food Products | - | 0.52 |
| Leisure Services | - | 1.7 |
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