Quant Dynamic Asset Allocation Fund Regular 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 Quant Dynamic Asset Allocation Fund Regular - Growth

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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 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 -2.98% -5.71%
6 Month 6.27% -0.87%
1 Year 18.75% 31.82%
3 Year 10.52% -
5 Year 12.52% -

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 14.17% 12.08%
3 Year 14.84% -
5 Year 14.06% -

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 11.31% 55.72%
3 Year 11.5% -
5 Year 11.04% -

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 0.6% -
Beta 0.92% -
Alpha 2.01% -

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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 26.42
Large Cap 47.16 65.83
Mid Cap 7.19 1.96
Small Cap 3.17 5.79

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 26.42
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 6.97
Sovereign 6.39 -
Chemicals 0.25 -
Diversified 0.45 -
Petroleum Products - 9.44
Diversified FMCG - 14.27
Insurance - 15.35
Commercial Services & Supplies - 2.17
Food Products - 4.3
Pharmaceuticals & Biotechnology - 1.96
Finance - 12.68
Auto Components - 6.44

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