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ICICI Prudential Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
ICICI Prudential Balanced Advantage Fund - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | 0.93% | 1% |
| 6 Month | 3.63% | 5.69% |
| 1 Year | 8.02% | 10.42% |
| 3 Year | 12.62% | 13.43% |
| 5 Year | 11.66% | 12.95% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | 2.49% | 3.28% |
| 1 Year | 12.83% | 15.22% |
| 3 Year | 12.39% | 13.35% |
| 5 Year | 11.78% | 12.82% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 11.48% | 10.84% |
| 3 Year | 11.73% | 11.95% |
| 5 Year | 11.68% | 12.6% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Standard Deviation | 7.32% | 5.46% |
| Sharp | 0.76% | 1.14% |
| Beta | 1.06% | 0.77% |
| Alpha | 0.72% | 2.68% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 38.28 | 35.56 |
| Large Cap | 40.42 | 58.15 |
| Mid Cap | 12.77 | 4.98 |
| Small Cap | 8.53 | 1.31 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 27.55 | 29.98 |
| Communication Services | 1.23 | 3.08 |
| Energy | 3.34 | 4.44 |
| Technology | 8.78 | 7.25 |
| Industrials | 7.19 | 6.13 |
| Financial Services | 21.82 | 17.95 |
| Healthcare | 4.76 | 2.61 |
| Basic Materials | 7.05 | 4.22 |
| Real Estate | 3.68 | 4.83 |
| Consumer Cyclical | 6.85 | 13.66 |
| Consumer Defensive | 5.53 | 4.35 |
| Utilities | 2.23 | 1.52 |
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