Aditya Birla Sun Life Medium Term Plan vs ICICI Prudential Medium Term Bond Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Fund | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Moderately High |
Asset Size (Cr) | ₹5725 Cr | ₹2526 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 15 Sep 2004 | 25 Mar 2009 |
Category | Medium Duration | Medium Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Medium Duration Fund BIII Index | CRISIL Medium Duration Fund CIII Index |
Turn Over | 78% | 78% |
Expense Ratio | 1.35 | 1.56 |
Manager | Manish Banthia | Dhaval Joshi |
ISIN Code | INF109K01AH4 | INF209K01603 |
Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
1 Month | 0.35% | 0.31% |
6 Month | 5.26% | 7.56% |
1 Year | 9.59% | 13.97% |
3 Year | 7.95% | 14.85% |
5 Year | 7.03% | 12.29% |
SIP Return Analysis
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
6 Month | 2.47% | 3.13% |
1 Year | 9.85% | 14.15% |
3 Year | 8.54% | 11.11% |
5 Year | 7.49% | 12.5% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
1 Year | 7.5% | 9.31% |
3 Year | 7.36% | 10.07% |
5 Year | 7.53% | 8.79% |
Risk Management
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.02% | 9.13% |
Sharp | 1.16% | 0.85% |
Beta | 1.21% | 3.84% |
Alpha | -0.02% | 3.94% |
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Fund Managers
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Name | Manish Banthia | Dhaval Joshi |
Total AUM | ₹239319 Cr | ₹361932 Cr |
Funds Managed | 19 | 55 |
ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Market Cap
Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Others | 94.64 | 95.78 |
Real Estate | 5.22 | 1.47 |
Financial Services | 0.14 | 0.82 |
Industrials | - | 1.38 |
Utilities | - | 0.55 |
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