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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) | ₹8157 Cr | ₹965 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 | -0.98% | -1.5% |
| 6 Month | 10.48% | 10.12% |
| 1 Year | 3.05% | 0.53% |
| 3 Year | 12.65% | 9.45% |
| 5 Year | 12.88% | - |
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 | 0.73% | 0.52% |
| 1 Year | 6.58% | 4.44% |
| 3 Year | 11.85% | 9.03% |
| 5 Year | 11.6% | - |
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 | 11.15% | 8.78% |
| 3 Year | 11.52% | 9.82% |
| 5 Year | 11.34% | - |
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% | 8.46% |
| Sharp | 0.99% | 0.48% |
| Beta | 0.1% | - |
| Alpha | 6.58% | - |
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 | 37.74 | 30.18 |
| Large Cap | 42.5 | 50.59 |
| Mid Cap | 12.73 | 15.29 |
| Small Cap | 7.03 | 3.94 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.34 | 28.48 |
| Communication Services | 1.25 | 2.51 |
| Energy | 3.71 | 6.23 |
| Technology | 7.26 | 6.92 |
| Basic Materials | 6.87 | 3.2 |
| Industrials | 7.56 | 10.21 |
| Financial Services | 22.35 | 21.97 |
| Consumer Cyclical | 6.46 | 7.82 |
| Healthcare | 4.08 | 5.57 |
| Real Estate | 3.01 | 0.55 |
| Consumer Defensive | 5.94 | 5.32 |
| Utilities | 2.17 | 1.23 |
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