Aditya Birla Sun Life Medium Term Plan vs ICICI Prudential Medium Term Bond Fund compare

Link copied to clipboard!

ICICI Prudential Medium Term Bond Fund - Growth

Invest Now

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹5734 Cr	₹2734 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

Scheme Name	ICICI Prudential Medium Term Bond Fund - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Month	0.61%	0.65%
6 Month	3.84%	3.84%
1 Year	9.01%	11.17%
3 Year	8.05%	9.61%
5 Year	6.77%	12.51%

Scheme Name	ICICI Prudential Medium Term Bond Fund - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month	1.29%	1.12%
1 Year	7.38%	8.45%
3 Year	7.98%	10.06%
5 Year	7.28%	11.51%

Scheme Name	ICICI Prudential Medium Term Bond Fund - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year	7.54%	9.4%
3 Year	7.38%	10.06%
5 Year	7.49%	8.84%

Scheme Name	ICICI Prudential Medium Term Bond Fund - Growth	Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation	1.03%	1.71%
Sharp	1.21%	1.57%
Beta	0.84%	0.86%
Alpha	0.23%	1.67%

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