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)	₹8617 Cr	₹68450 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	1.04%	1.74%
6 Month	4.16%	6.24%
1 Year	7.84%	10.42%
3 Year	12.47%	13.43%
5 Year	11.86%	13.22%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
6 Month	2.88%	3.75%
1 Year	13.37%	15.71%
3 Year	12.55%	13.57%
5 Year	11.88%	12.98%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
1 Year	11.48%	10.84%
3 Year	11.73%	11.95%
5 Year	11.68%	12.6%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Standard Deviation	7.32%	5.46%
Sharp	0.76%	1.14%
Beta	1.06%	0.77%
Alpha	0.72%	2.68%

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	14.98	17.29
Large Cap	47.96	59.12
Mid Cap	10.89	5.61
Small Cap	10.6	1.68

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Others	10.16	13.01
Telecom - Services	1.23	2.79
Petroleum Products	2.9	3.8
IT - Software	8.33	7.01
Construction	1.53	2.6
Pharmaceuticals & Biotechnology	3.27	2.3
Non - Ferrous Metals	1.49	0.62
Insurance	3.27	2.57
Banks	15.93	12.45
Realty	3.69	4.65
Healthcare Services	0.76	0.3
Cement & Cement Products	0.97	0.72
Aerospace & Defense	0.02	-
Electrical Equipment	0.83	0.18
Auto Components	3.54	2.05
Chemicals & Petrochemicals	1.43	0.51
Automobiles	1.79	7.99
Personal Products	1.82	0.13
Leisure Services	0.48	0.43
Agricultural Food & other Products	0.66	-
Industrial Products	1.49	1.46
Finance	4.7	2.7
IT - Services	0.05	-
Consumer Services	0.31	-
Diversified FMCG	1.01	1.86
Consumer Durables	2.4	2.76
Transport Infrastructure	1.17	0.14
Retailing	1.15	3.09
Beverages	1.62	-
Diversified Metals	0.83	0.23
Oil	0.44	0.64
Power	2.23	1.52
Fertilizers & Agrochemicals	1.02	1.07
Capital Markets	0.46	0.54
Ferrous Metals	1.45	0.33
Units of Infrastructure Investment Trusts	-	0.18
Food Products	-	1.42
Transport Services	-	1.57
Commercial Services & Supplies	-	0.08