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PGIM India Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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

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tortoise-icon PGIM India Balanced Advantage Fund - Regular 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 PGIM India Balanced Advantage Fund - Regular Growth
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹7239 Cr ₹978 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 23 May 2000 04 Feb 2021
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 TRI
Turn Over 240% %
Expense Ratio 1.8 2.18
Manager Lovelish Solanki Puneet Pal
ISIN Code INF084M01AB8 INF663L01V72
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 PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
1 Month 5.03% 4.98%
6 Month 6.12% 4.19%
1 Year 13% 10.41%
3 Year 14.87% 12.43%
5 Year 17.01% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
6 Month 3.09% 2.07%
1 Year 4.9% 1.48%
3 Year 12.48% 9.1%
5 Year 11.99% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
1 Year 11.38% 10.32%
3 Year 11.47% 9.8%
5 Year 11.16% -

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 6.2% 8.876%
Sharp 0.81% 0.244%
Beta 0.99% -
Alpha 1.33% -

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Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
Name Lovelish Solanki Puneet Pal
Total AUM ₹14756 Cr ₹20950 Cr
Funds Managed 2 19
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

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

PGIM India Balanced Advantage Fund - Regular Growth

Others 25.01 34.77
Large Cap 51.99 48.73
Mid Cap 16.38 10.99
Small Cap 5.03 5.51

Sector Allocation

Scheme Name

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

PGIM India Balanced Advantage Fund - Regular Growth

Others 20.8 33.82
Telecom - Services 1.68 -
Petroleum Products 4.68 -
Electrical Equipment 1.64 -
IT - Software 5.92 -
Cement & Cement Products 2.05 -
Personal Products 2.11 -
Construction 1.88 -
Finance 4.7 -
Retailing 2.84 -
Banks 15.51 -
Pharmaceuticals & Biotechnology 3.71 -
Non - Ferrous Metals 1.78 -
Realty 2.63 -
Healthcare Services 0.95 -
Aerospace & Defense 0.35 -
Auto Components 3.22 -
Ferrous Metals 1.65 -
Automobiles 1.56 -
Industrial Products 1.83 -
Insurance 2.93 -
Diversified FMCG 1.03 -
Consumer Durables 1.48 -
Transport Infrastructure 1.63 -
Diversified Metals 0.74 -
Oil 0.6 -
Power 2.36 -
Fertilizers & Agrochemicals 0.75 -
Leisure Services 0.56 -
Metals & Minerals Trading 0.14 -
Consumable Fuels 0.29 -
Minerals & Mining 0.59 -
Transport Services 0.78 -
Chemicals & Petrochemicals 0.89 -
Beverages 2.15 -
Energy - 5.63
Industrials - 8.3
Technology - 6.76
Healthcare - 5.6
Financial Services - 19.03
Basic Materials - 3.5
Consumer Cyclical - 7.01
Consumer Defensive - 5.03
Communication Services - 3.41
Utilities - 1.15
Real Estate - 0.75

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