Quant Dynamic Asset Allocation Fund Regular vs Aditya Birla Sun Life Balanced Advantage Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Quant Dynamic Asset Allocation Fund Regular - Growth

Invest Now

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 Quant Dynamic Asset Allocation Fund Regular - Growth
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7267 Cr ₹1201 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 25 Apr 2000 12 Apr 2023
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% %
Expense Ratio 1.79 2.13
Manager Lovelish Solanki Sanjeev Sharma
ISIN Code INF084M01AB8 INF966L01BO9
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
1 Month 3.34% -0.29%
6 Month 15.33% 16.01%
1 Year 22.71% 57.63%
3 Year 12.17% -
5 Year 14.34% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
6 Month - -
1 Year 10.37% 23.37%
3 Year 23.8% 30.96%
5 Year 42.23% 30.96%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
1 Year 13.79% 31.81%
3 Year 32.93% 32.71%
5 Year 45.24% 32.71%

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
Standard Deviation 6.2% -
Sharp 0.78% -
Beta 0.89% -
Alpha 2.26% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth
Name Lovelish Solanki Sanjeev Sharma
Total AUM ₹14756 Cr ₹39731 Cr
Fund Manage 2 22
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Quant Dynamic Asset Allocation Fund Regular - Growth

Market Cap

Scheme Name

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

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 23.54 41.02
Large Cap 47.16 51.64
Mid Cap 7.19 3.23
Small Cap 3.17 4.12

Sector Allocation

Scheme Name

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

Quant Dynamic Asset Allocation Fund Regular - Growth

Others 18.04 26.83
Capital Goods 1.95 -
Financial 19.29 25.39
Consumer Staples 5.1 7.02
Automobile 4.27 3.23
Materials 2.42 2.15
Healthcare 2.88 -
Energy 6.43 18.26
Consumer Discretionary 1.45 -
Metals & Mining 1.68 2.77
Technology 4.01 -
Communication 4.11 -
Services 0.28 6.82
Construction 2.06 -
Sovereign 6.39 -
Chemicals 0.25 -
Diversified 0.45 -
Insurance - 6.52
Textiles - 1.02

Top Comparisons

Kotak ELSS Tax Saver Fund-Scheme-Growth Kotak ELSS Tax Saver Fund-Scheme-Growth

3Y Returns20.45%

VS

BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH BARODA BNP PARIBAS ELSS TAX SAVER FUND GROWTH- REGULAR GROWTH

3Y Returns18.3%

Compare Now

WhiteOak Capital Banking & Financial Services Fund-Reg (G) WhiteOak Capital Banking & Financial Services Fund-Reg (G)

3Y Returns0%

VS

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

3Y Returns18.87%

Compare Now

ICICI Prudential Multicap Fund - Growth ICICI Prudential Multicap Fund - Growth

3Y Returns23.25%

VS

Mirae Asset Multicap Fund - Regular (G) Mirae Asset Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns5.23%

VS

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns5.81%

Compare Now
Request call back
Add to Cart Successfully