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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) | ₹8208 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 | 1.92% | 1.71% |
| 6 Month | 11.54% | 11.91% |
| 1 Year | 4.19% | 1.71% |
| 3 Year | 12.95% | 9.69% |
| 5 Year | 13.73% | - |
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 | 2.53% | 2.75% |
| 1 Year | 10.66% | 9.82% |
| 3 Year | 12.72% | 10.28% |
| 5 Year | 11.95% | - |
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% | 8.38% |
| Sharp | 0.84% | 0.28% |
| Beta | 0.1% | - |
| Alpha | 5.69% | - |
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 | 35.85 | 29.9 |
| Large Cap | 42.52 | 50.65 |
| Mid Cap | 13.39 | 15.54 |
| Small Cap | 8.24 | 3.91 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 27.34 | 28.17 |
| Communication Services | 1.25 | 2.52 |
| Energy | 3.3 | 6.2 |
| Technology | 8.54 | 7.01 |
| Basic Materials | 6.92 | 3.27 |
| Industrials | 7.77 | 10.44 |
| Financial Services | 22.55 | 21.38 |
| Healthcare | 4.43 | 5.42 |
| Real Estate | 3.02 | 0.54 |
| Consumer Cyclical | 6.67 | 8.59 |
| Consumer Defensive | 5.99 | 5.26 |
| Utilities | 2.22 | 1.2 |
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