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) | ₹5917 Cr | ₹1968 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 | 1.58 |
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 2.0% of sell value; if fund sold before 365 days. There are no other charges., 1.0% if fund sold before 730 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 | 0.78% | 0.62% |
6 Month | 4.05% | 5.61% |
1 Year | 8.21% | 10.4% |
3 Year | 6.65% | 13.93% |
5 Year | 6.77% | 11.14% |
SIP Return Analysis
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
6 Month | 2.09% | - |
1 Year | 8.23% | 10.81% |
3 Year | 7.58% | 10.7% |
5 Year | 6.9% | 11.78% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
1 Year | 7.45% | 9.22% |
3 Year | 7.36% | 9.95% |
5 Year | 7.55% | 8.72% |
Risk Management
Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Standard Deviation | 1.21% | 9.4% |
Sharp | 0.25% | 0.71% |
Beta | 0.64% | 1.35% |
Alpha | 0.33% | 6.74% |
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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 |
Fund Manage | 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 | 98.99 | 95.21 |
Small Cap | 0.97 | 4.23 |
Mid Cap | - | 0.6 |
Sector Allocation
Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
---|---|---|
Others | 98.99 | 95.21 |
Units of Real Estate Investment Trust (REITs) | 0.08 | - |
Units of Infrastructure Investment Trusts | 0.89 | - |
Realty | - | 1.92 |
Construction | - | 1.11 |
Transport Infrastructure | - | 1.8 |
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