Aditya Birla Sun Life Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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

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ICICI Prudential Balanced Advantage Fund - 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	ICICI Prudential Balanced Advantage Fund - Growth
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7710 Cr	₹63787 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹100
Launch Date	23 May 2000	30 Dec 2006
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%	16%
Expense Ratio	1.8	1.44
Manager	Lovelish Solanki	Sharmila D'mello
ISIN Code	INF084M01AB8	INF109K01BH2
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	ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
1 Month	2.45%	1.94%
6 Month	6.77%	6%
1 Year	8.77%	9.44%
3 Year	15.48%	14.85%
5 Year	14.94%	15.58%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
6 Month	7.53%	6.09%
1 Year	14.28%	12.71%
3 Year	14.78%	14.15%
5 Year	13.3%	13.53%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
1 Year	11.28%	11%
3 Year	11.48%	11.81%
5 Year	11.23%	12.45%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Standard Deviation	6.2%	4.42%
Sharp	0.96%	1.25%
Beta	1%	0.73%
Alpha	1.01%	2.55%

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Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Name	Lovelish Solanki	Sharmila D'mello
Total AUM	₹14756 Cr	₹354743 Cr
Funds Managed	2	35
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Others	32.99	8.67
Large Cap	49.6	60.36
Mid Cap	16.11	5.95
Small Cap	5.72	1.09

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Others	28.81	4.78
Telecom - Services	1.41	2.5
Petroleum Products	4.19	3.8
Electrical Equipment	1.73	0.16
IT - Software	6.81	6.16
Cement & Cement Products	2.16	1.34
Construction	1.95	2.79
Finance	4.16	2.29
Retailing	2.47	3.69
Pharmaceuticals & Biotechnology	3.93	2.62
Non - Ferrous Metals	1.65	0.64
Banks	15.1	14.18
Realty	2.61	3.9
Healthcare Services	0.61	0.32
Auto Components	3.85	2.21
Automobiles	2	8.46
Personal Products	2	0.15
Agricultural Food & other Products	0.16	-
Industrial Products	1.86	1.25
Insurance	2.74	2.25
Diversified FMCG	1.12	2.04
Consumer Durables	2.19	1.26
Transport Infrastructure	1.06	0.15
Diversified Metals	0.71	0.17
Oil	0.61	0.4
Power	2.26	1.58
Fertilizers & Agrochemicals	0.65	1.24
Minerals & Mining	0.44	-
Transport Services	0.52	1.85
Chemicals & Petrochemicals	0.72	0.53
Beverages	1.99	-
Ferrous Metals	1.44	0.31
Leisure Services	0.51	0.19
Capital Markets	-	1.25
Food Products	-	1.31
Consumable Fuels	-	0.19
Commercial Services & Supplies	-	0.11