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Aditya Birla Sun Life Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
ICICI Prudential Balanced Advantage Fund - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | 0.15% | 0.66% |
| 6 Month | 4.34% | 4.85% |
| 1 Year | 8.61% | 9.22% |
| 3 Year | 15.54% | 15.23% |
| 5 Year | 15.74% | 16.35% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 5.96% | 5.58% |
| 1 Year | 10.07% | 10.4% |
| 3 Year | 13.8% | 13.66% |
| 5 Year | 12.73% | 13.25% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 26.23 | 9.86 |
| Large Cap | 51.42 | 60.32 |
| Mid Cap | 16.21 | 5.78 |
| Small Cap | 4.68 | 0.99 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 22.03 | 6.01 |
| Telecom - Services | 1.8 | 2.41 |
| Petroleum Products | 4.74 | 3.87 |
| Electrical Equipment | 1.39 | 0.15 |
| IT - Software | 5.61 | 6.05 |
| Cement & Cement Products | 2.04 | 1.6 |
| Personal Products | 2.18 | - |
| Construction | 1.44 | 2.55 |
| Finance | 4.16 | 2.24 |
| Retailing | 2.88 | 3.73 |
| Banks | 15.59 | 14.37 |
| Pharmaceuticals & Biotechnology | 3.7 | 2.79 |
| Non - Ferrous Metals | 1.61 | 0.64 |
| Realty | 2.58 | 0.01 |
| Healthcare Services | 0.89 | 0.33 |
| Aerospace & Defense | 0.36 | - |
| Auto Components | 3.28 | 2.02 |
| Ferrous Metals | 1.58 | 0.38 |
| Transport Infrastructure | 2.02 | 0.18 |
| Automobiles | 1.67 | 8.74 |
| Industrial Products | 1.81 | 1.11 |
| Insurance | 3.04 | 2.34 |
| Diversified FMCG | 1.04 | 2.08 |
| Consumer Durables | 1.65 | 1.19 |
| Diversified Metals | 0.69 | 0.15 |
| Oil | 0.58 | 0.49 |
| Power | 2.36 | 1.72 |
| Fertilizers & Agrochemicals | 0.66 | 1.2 |
| Leisure Services | 0.58 | 0.2 |
| Metals & Minerals Trading | 0.13 | - |
| Consumable Fuels | 0.27 | 0.18 |
| Minerals & Mining | 0.54 | - |
| Transport Services | 0.65 | 1.24 |
| Chemicals & Petrochemicals | 0.75 | 0.53 |
| Beverages | 2.24 | - |
| Units of Real Estate Investment Trust (REITs) | - | 3.58 |
| Units of Infrastructure Investment Trusts | - | 0.27 |
| Capital Markets | - | 1.2 |
| Food Products | - | 1.3 |
| Commercial Services & Supplies | - | 0.1 |
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