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PGIM India Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹8800 Cr | ₹949 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 | 0.17% | -1.21% |
| 6 Month | 2.25% | - |
| 1 Year | 9.9% | 5.86% |
| 3 Year | 13.23% | 10.42% |
| 5 Year | 11.54% | - |
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 | 1.89% | -0.07% |
| 1 Year | 10.95% | 6.73% |
| 3 Year | 12.32% | 8.74% |
| 5 Year | 11.86% | - |
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 | 11.45% | 8.5% |
| 3 Year | 11.74% | 9.78% |
| 5 Year | 11.68% | - |
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% | 8.25% |
| Sharp | 0.89% | 0.39% |
| Beta | 1.09% | 1.14% |
| Alpha | 1.1% | -1.99% |
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 | 40.22 | 34.78 |
| Large Cap | 39.79 | 46.64 |
| Mid Cap | 12.62 | 14.4 |
| Small Cap | 7.37 | 4.18 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 27.2 | 32.56 |
| Communication Services | 1.22 | 2.4 |
| Energy | 3.41 | 6.38 |
| Technology | 8.52 | 6.01 |
| Industrials | 6.76 | 8.99 |
| Financial Services | 21.94 | 21.04 |
| Healthcare | 5.38 | 5.36 |
| Basic Materials | 6.73 | 2.85 |
| Real Estate | 3.45 | 0.56 |
| Consumer Cyclical | 7.24 | 8.11 |
| Consumer Defensive | 6.04 | 4.56 |
| Utilities | 2.11 | 1.17 |
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