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) | ₹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 |
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 | 1.32% | 0.91% |
6 Month | 7.89% | 7.52% |
1 Year | 7.48% | 4.75% |
3 Year | 15.02% | 12.86% |
5 Year | 14.79% | - |
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 | 6.1% | 5.82% |
1 Year | 12.21% | 9.57% |
3 Year | 14.19% | 11.04% |
5 Year | 12.93% | - |
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 | 11.28% | 9.24% |
3 Year | 11.48% | 9.66% |
5 Year | 11.23% | - |
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% | 8.98% |
Sharp | 1.24% | 0.76% |
Beta | 1% | - |
Alpha | 1.37% | - |
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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 |
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 | 33.2 | 29.53 |
Large Cap | 45.71 | 52.75 |
Mid Cap | 16.11 | 13.43 |
Small Cap | 4.97 | 4.29 |
Sector Allocation
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 |
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