- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹8800 Cr | ₹953 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.93% | -0.19% |
| 6 Month | 3.63% | 2.16% |
| 1 Year | 8.02% | 3.52% |
| 3 Year | 12.62% | 9.63% |
| 5 Year | 11.66% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.49% | 1.11% |
| 1 Year | 12.83% | 9.71% |
| 3 Year | 12.39% | 9.21% |
| 5 Year | 11.78% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.48% | 8.5% |
| 3 Year | 11.73% | 9.78% |
| 5 Year | 11.68% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.32% | 8.25% |
| Sharp | 0.76% | 0.39% |
| Beta | 1.06% | 1.14% |
| Alpha | 0.72% | -1.99% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 38.28 | 35.07 |
| Large Cap | 40.42 | 46.36 |
| Mid Cap | 12.77 | 14.55 |
| Small Cap | 8.53 | 4.02 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 27.55 | 32.83 |
| Communication Services | 1.23 | 2.37 |
| Energy | 3.34 | 6.11 |
| Technology | 8.78 | 5.85 |
| Industrials | 7.19 | 9.25 |
| Financial Services | 21.82 | 20.56 |
| Healthcare | 4.76 | 5.58 |
| Basic Materials | 7.05 | 2.99 |
| Real Estate | 3.68 | 0.59 |
| Consumer Cyclical | 6.85 | 8.16 |
| Consumer Defensive | 5.53 | 4.5 |
| Utilities | 2.23 | 1.2 |
Top Comparisons
HDFC Dynamic Debt Fund - Growth Option
3Y Returns6.48%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns7.71%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
3Y Returns13.82%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns21.07%
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns7.34%
ICICI Prudential Income Plus Arbitrage Omni FOF - Growth
3Y Returns10.92%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.11%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.47%
