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

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

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ICICI Prudential Balanced Advantage Fund - Growth

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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)	₹7710 Cr	₹63787 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	1.3%	1.46%
6 Month	3.48%	4%
1 Year	8.64%	9.22%
3 Year	14.94%	14.55%
5 Year	15.48%	16.2%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
6 Month	5.96%	5.58%
1 Year	10.07%	10.4%
3 Year	13.8%	13.66%
5 Year	12.73%	13.25%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
1 Year	11.28%	11%
3 Year	11.48%	11.81%
5 Year	11.23%	12.45%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Standard Deviation	7.31%	5.43%
Sharp	1.01%	1.32%
Beta	1.02%	0.74%
Alpha	0.39%	2.12%

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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	26.23	9.86
Large Cap	51.42	60.32
Mid Cap	16.21	5.78
Small Cap	4.68	0.99

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Others	22.03	6.01
Telecom - Services	1.8	2.41
Petroleum Products	4.74	3.87
Electrical Equipment	1.39	0.15
IT - Software	5.61	6.05
Cement & Cement Products	2.04	1.6
Personal Products	2.18	-
Construction	1.44	2.55
Finance	4.16	2.24
Retailing	2.88	3.73
Banks	15.59	14.37
Pharmaceuticals & Biotechnology	3.7	2.79
Non - Ferrous Metals	1.61	0.64
Realty	2.58	0.01
Healthcare Services	0.89	0.33
Aerospace & Defense	0.36	-
Auto Components	3.28	2.02
Ferrous Metals	1.58	0.38
Transport Infrastructure	2.02	0.18
Automobiles	1.67	8.74
Industrial Products	1.81	1.11
Insurance	3.04	2.34
Diversified FMCG	1.04	2.08
Consumer Durables	1.65	1.19
Diversified Metals	0.69	0.15
Oil	0.58	0.49
Power	2.36	1.72
Fertilizers & Agrochemicals	0.66	1.2
Leisure Services	0.58	0.2
Metals & Minerals Trading	0.13	-
Consumable Fuels	0.27	0.18
Minerals & Mining	0.54	-
Transport Services	0.65	1.24
Chemicals & Petrochemicals	0.75	0.53
Beverages	2.24	-
Units of Real Estate Investment Trust (REITs)	-	3.58
Units of Infrastructure Investment Trusts	-	0.27
Capital Markets	-	1.2
Food Products	-	1.3
Commercial Services & Supplies	-	0.1