Aditya Birla Sun Life Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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

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PGIM India Balanced Advantage 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	PGIM India Balanced Advantage Fund - Regular Growth
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹7710 Cr	₹976 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹1000	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	23 May 2000	04 Feb 2021
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%	%
Expense Ratio	1.8	2.18
Manager	Lovelish Solanki	Puneet Pal
ISIN Code	INF084M01AB8	INF663L01V72
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	PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	2.45%	2.57%
6 Month	6.77%	5.42%
1 Year	8.77%	6.14%
3 Year	15.48%	13.74%
5 Year	14.94%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	7.54%	8.39%
1 Year	14.09%	13.05%
3 Year	15.24%	12.68%
5 Year	13.56%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	11.28%	9.24%
3 Year	11.48%	9.66%
5 Year	11.23%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	6.2%	9.25%
Sharp	0.96%	0.51%
Beta	1%	-
Alpha	1.01%	-

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Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Name	Lovelish Solanki	Puneet Pal
Total AUM	₹14756 Cr	₹20950 Cr
Funds Managed	2	19
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	32.99	29.53
Large Cap	49.6	52.75
Mid Cap	16.11	13.43
Small Cap	5.72	4.29

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	28.81	27.65
Telecom - Services	1.41	-
Petroleum Products	4.19	-
Electrical Equipment	1.73	-
IT - Software	6.81	-
Cement & Cement Products	2.16	-
Construction	1.95	-
Finance	4.16	-
Retailing	2.47	-
Pharmaceuticals & Biotechnology	3.93	-
Non - Ferrous Metals	1.65	-
Banks	15.1	-
Realty	2.61	-
Healthcare Services	0.61	-
Auto Components	3.85	-
Automobiles	2	-
Personal Products	2	-
Agricultural Food & other Products	0.16	-
Industrial Products	1.86	-
Insurance	2.74	-
Diversified FMCG	1.12	-
Consumer Durables	2.19	-
Transport Infrastructure	1.06	-
Diversified Metals	0.71	-
Oil	0.61	-
Power	2.26	-
Fertilizers & Agrochemicals	0.65	-
Minerals & Mining	0.44	-
Transport Services	0.52	-
Chemicals & Petrochemicals	0.72	-
Beverages	1.99	-
Ferrous Metals	1.44	-
Leisure Services	0.51	-
Energy	-	6.63
Industrials	-	8.81
Technology	-	7.34
Healthcare	-	5.23
Financial Services	-	22.71
Basic Materials	-	4.64
Consumer Cyclical	-	7.27
Consumer Defensive	-	5.28
Communication Services	-	3.2
Utilities	-	1.24