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
| 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 | Very High | High |
| Asset Size (Cr) | ₹7267 Cr | ₹58543 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Apr 2000 | 01 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 TRI |
| Turn Over | 240% | 16% |
| Expense Ratio | 1.79 | 1.47 |
| Manager | Lovelish Solanki | Sharmila D'mello |
| ISIN Code | INF084M01AB8 | INF109K01BH2 |
| Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | 0.25% | -0.1% |
| 6 Month | 6.29% | 5.39% |
| 1 Year | 20.12% | 17.88% |
| 3 Year | 11.56% | 12.52% |
| 5 Year | 12.7% | 12.95% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | - | 5.69% |
| 1 Year | 11.24% | 10.01% |
| 3 Year | 14.43% | 14.24% |
| 5 Year | 13.91% | 14.38% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 11.31% | 11.04% |
| 3 Year | 11.5% | 11.77% |
| 5 Year | 11.04% | 12.33% |
| 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 | 0.6% | 1.02% |
| Beta | 0.92% | 0.65% |
| Alpha | 2.01% | 3.72% |
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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 |
| Fund Manage | 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 | -0.81 | 10.31 |
| Large Cap | 56.11 | 59.12 |
| Mid Cap | 9.42 | 8.3 |
| Small Cap | 7.86 | 2.56 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | -0.81 | 10.31 |
| Telecom - Services | 2.73 | 1.53 |
| Petroleum Products | 4.63 | 2.6 |
| Electrical Equipment | 1.36 | 0.11 |
| IT - Software | 7.01 | 6.18 |
| Cement & Cement Products | 1.46 | 1.69 |
| Personal Products | 1.71 | - |
| Construction | 2.62 | 2.75 |
| Banks | 13.5 | 13.57 |
| Diversified FMCG | 2.84 | 3.87 |
| Pharmaceuticals & Biotechnology | 3.26 | 2.81 |
| Non - Ferrous Metals | 1.31 | 0.87 |
| Realty | 2.93 | 0.08 |
| Healthcare Services | 1.27 | 0.24 |
| Aerospace & Defense | 0.44 | - |
| Auto Components | 2.51 | 2.3 |
| Ferrous Metals | 0.78 | 0.59 |
| Automobiles | 2.73 | 8.71 |
| Finance | 4.47 | 2.82 |
| Insurance | 1.24 | 1.75 |
| Industrial Products | 0.47 | 1.09 |
| Consumer Durables | 1.89 | 1.6 |
| Transport Infrastructure | 2.27 | 0.2 |
| Retailing | 1.47 | 3.44 |
| Diversified Metals | 0.28 | - |
| Oil | 0.66 | 0.52 |
| Power | 3.16 | 2.35 |
| Fertilizers & Agrochemicals | 0.3 | 0.72 |
| Metals & Minerals Trading | 0.46 | - |
| Consumable Fuels | 0.94 | - |
| Minerals & Mining | 0.46 | - |
| Transport Services | 0.68 | 1.07 |
| Chemicals & Petrochemicals | 0.44 | 0.42 |
| Leisure Services | 0.31 | 0.26 |
| Beverages | 0.8 | 0.13 |
| IT - Services | - | 0.12 |
| Units of Real Estate Investment Trust (REITs) | - | 2.76 |
| Units of Infrastructure Investment Trusts | - | 0.3 |
| Capital Markets | - | 1.19 |
| Food Products | - | 0.97 |
| Textiles & Apparels | - | 0.1 |
| Gas | - | 0.01 |
| Commercial Services & Supplies | - | 0.12 |
| Industrial Manufacturing | - | 0.14 |
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