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 High Very High
Asset Size (Cr) ₹7427 Cr ₹1350 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 23 May 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 1.8 2.1
Manager Lovelish Solanki Sanjeev Sharma
ISIN Code INF084M01AB8 INF966L01BO9
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 Quant Dynamic Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./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 0.58% 0.38%
6 Month 2.79% -3.79%
1 Year 14.19% 23.05%
3 Year 11.41% -
5 Year 12.49% -

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 9.57% 2.95%
3 Year 13.95% -
5 Year 13.62% -

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 0.68% -
Beta 0.91% -
Alpha 2.11% -

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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 -0.81 26.42
Large Cap 56.11 65.83
Mid Cap 9.42 1.96
Small Cap 7.86 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 -0.81 26.42
Telecom - Services 2.73 -
Petroleum Products 4.63 9.44
Electrical Equipment 1.36 -
IT - Software 7.01 -
Cement & Cement Products 1.46 -
Personal Products 1.71 -
Construction 2.62 6.97
Banks 13.5 -
Diversified FMCG 2.84 14.27
Pharmaceuticals & Biotechnology 3.26 1.96
Non - Ferrous Metals 1.31 -
Realty 2.93 -
Healthcare Services 1.27 -
Aerospace & Defense 0.44 -
Auto Components 2.51 6.44
Ferrous Metals 0.78 -
Automobiles 2.73 -
Finance 4.47 12.68
Insurance 1.24 15.35
Industrial Products 0.47 -
Consumer Durables 1.89 -
Transport Infrastructure 2.27 -
Retailing 1.47 -
Diversified Metals 0.28 -
Oil 0.66 -
Power 3.16 -
Fertilizers & Agrochemicals 0.3 -
Metals & Minerals Trading 0.46 -
Consumable Fuels 0.94 -
Minerals & Mining 0.46 -
Transport Services 0.68 -
Chemicals & Petrochemicals 0.44 -
Leisure Services 0.31 -
Beverages 0.8 -
Commercial Services & Supplies - 2.17
Food Products - 4.3

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