ICICI Prudential Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

Link copied to clipboard!

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Invest Now

ICICI Prudential Balanced Advantage Fund - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹8800 Cr	₹69868 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹1000	₹500
Min Addl Investment	₹100	₹100
Launch Date	23 May 2000	30 Dec 2006
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 Index
Turn Over	240%	16%
Expense Ratio	1.8	1.44
Manager	Lovelish Solanki	Sharmila D'mello
ISIN Code	INF084M01AB8	INF109K01BH2
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	ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
1 Month	0.61%	0.68%
6 Month	2.69%	5.28%
1 Year	9.64%	11.6%
3 Year	13.31%	13.94%
5 Year	11.3%	12.72%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
6 Month	3.12%	3.7%
1 Year	12.99%	15.23%
3 Year	12.4%	13.43%
5 Year	11.84%	12.92%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
1 Year	11.39%	10.83%
3 Year	11.75%	11.97%
5 Year	11.67%	12.62%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Standard Deviation	6.2%	4.42%
Sharp	0.89%	1.3%
Beta	1.09%	0.8%
Alpha	1.1%	3.18%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Name	Lovelish Solanki	Sharmila D'mello
Total AUM	₹14756 Cr	₹354743 Cr
Funds Managed	2	35
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Others	13.47	14.12
Large Cap	47.19	61.18
Mid Cap	12.81	6.23
Small Cap	10.13	1.78

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Others	8.82	9.95
Telecom - Services	1.22	2.32
Petroleum Products	3	3.69
IT - Software	8.08	7.93
Construction	1.41	2.68
Pharmaceuticals & Biotechnology	3.34	2.13
Non - Ferrous Metals	1.39	0.58
Insurance	3.1	2.68
Banks	15.97	13.05
Realty	3.45	4.55
Healthcare Services	0.72	0.28
Cement & Cement Products	0.92	0.68
Aerospace & Defense	0.02	-
Electrical Equipment	0.78	0.25
Auto Components	3.63	2.26
Chemicals & Petrochemicals	1.35	0.51
Capital Markets	0.79	0.56
Automobiles	1.87	8.47
Other Consumer Services	0.85	-
Personal Products	1.79	0.12
Leisure Services	0.65	0.71
Agricultural Food & other Products	0.63	0.16
Industrial Products	1.4	1.3
Finance	4.47	2.56
IT - Services	0.04	-
Consumer Services	0.3	-
Diversified FMCG	0.81	1.72
Consumer Durables	2.31	2.87
Transport Infrastructure	1.18	0.12
Retailing	1.75	3.63
Beverages	1.55	-
Diversified Metals	0.87	0.24
Oil	0.41	0.6
Power	2.11	1.49
Fertilizers & Agrochemicals	0.98	1.06
Metals & Minerals Trading	0.25	-
Ferrous Metals	1.39	0.3
Units of Infrastructure Investment Trusts	-	0.18
Transport Services	-	2.09
Food Products	-	1.52
Commercial Services & Supplies	-	0.07