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

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

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tortoise-icon 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 Risk Very High Risk
Asset Size (Cr) ₹7239 Cr ₹978 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 -1.82% -1.4%
6 Month -2.59% -3.76%
1 Year 8.58% 6.03%
3 Year 10.68% 7.93%
5 Year 11.6% -

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 - -
1 Year -0.03% -2.98%
3 Year 10.74% 7.55%
5 Year 11.54% -

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 11.51% 10.32%
3 Year 11.47% 9.8%
5 Year 11.12% -

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 6.2% 7.82%
Sharp 0.57% 0.48%
Beta 0.92% 1.02%
Alpha 1.49% -0.67%

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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
Fund Manage 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 -0.81 32.5
Large Cap 56.11 49.05
Mid Cap 9.42 14.43
Small Cap 7.86 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 -0.81 4.07
Telecom - Services 2.73 -
Petroleum Products 4.63 -
Electrical Equipment 1.36 -
IT - Software 7.01 -
Cement & Cement Products 1.46 -
Personal Products 1.71 -
Construction 2.62 2.73
Banks 13.5 -
Diversified FMCG 2.84 -
Pharmaceuticals & Biotechnology 3.26 -
Non - Ferrous Metals 1.31 -
Realty 2.93 -
Healthcare Services 1.27 -
Aerospace & Defense 0.44 -
Auto Components 2.51 -
Ferrous Metals 0.78 -
Automobiles 2.73 -
Finance 4.47 -
Insurance 1.24 2.52
Industrial Products 0.47 -
Consumer Durables 1.89 -
Transport Infrastructure 2.27 -
Retailing 1.47 -
Diversified Metals 0.28 -
Oil 0.66 -
Power 3.16 -
Fertilizers & Agrochemicals 0.3 -
Metals & Minerals Trading 0.46 -
Consumable Fuels 0.94 -
Minerals & Mining 0.46 -
Transport Services 0.68 -
Chemicals & Petrochemicals 0.44 -
Leisure Services 0.31 -
Beverages 0.8 -
Sovereign - 15.74
Energy - 9.9
Materials - 2.73
Technology - 5.81
Financial - 27.49
Healthcare - 4.01
Chemicals - 1.21
Capital Goods - 6.34
Automobile - 4.21
Services - 5.9
Consumer Staples - 2.79
Consumer Discretionary - 1.1
Communication - 1.86
Diversified - 1.22
Textiles - 0.37

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