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)	₹8034 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	1.32%	0.91%
6 Month	7.89%	7.52%
1 Year	7.48%	4.75%
3 Year	15.02%	12.86%
5 Year	14.79%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	6.1%	5.82%
1 Year	12.21%	9.57%
3 Year	14.19%	11.04%
5 Year	12.93%	-

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%	8.98%
Sharp	1.24%	0.76%
Beta	1%	-
Alpha	1.37%	-

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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	33.2	29.53
Large Cap	45.71	52.75
Mid Cap	16.11	13.43
Small Cap	4.97	4.29

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	26.4	27.65
Communication Services	1.41	3.2
Energy	4.81	6.63
Industrials	8.63	8.81
Technology	6.81	7.34
Basic Materials	8.09	4.64
Consumer Defensive	6.24	5.28
Financial Services	20.45	22.71
Consumer Cyclical	7.77	7.27
Healthcare	4.53	5.23
Real Estate	2.6	-
Utilities	2.26	1.24