PGIM India 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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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)	₹8371 Cr	₹938 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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Month	2.16%	1.7%
6 Month	5.37%	4.58%
1 Year	8.29%	5.43%
3 Year	12.88%	10.09%
5 Year	13.67%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	2.66%	1.84%
1 Year	12.43%	9.77%
3 Year	12.67%	9.84%
5 Year	11.92%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	11.08%	8.5%
3 Year	11.55%	9.78%
5 Year	11.4%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	6.2%	8.28%
Sharp	0.9%	0.42%
Beta	0.13%	1.13%
Alpha	5.98%	-2.22%

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

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	26.46	35.71
Large Cap	39.15	45.74
Mid Cap	11.14	14.8
Small Cap	9.27	3.75

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	PGIM India Balanced Advantage Fund - Regular Growth
Others	12.72	33.87
Telecom - Services	1.19	-
Petroleum Products	2.82	-
IT - Software	8.3	-
Construction	1.53	-
Finance	4.78	-
Pharmaceuticals & Biotechnology	2.96	-
Non - Ferrous Metals	1.38	-
Insurance	3.27	-
Banks	16.13	-
Realty	3.2	-
Healthcare Services	0.65	-
Electrical Equipment	0.85	-
Auto Components	3.55	-
Cement & Cement Products	1.11	-
Chemicals & Petrochemicals	1.5	-
Automobiles	2.18	-
Personal Products	1.96	-
Agricultural Food & other Products	0.62	-
Industrial Products	1.58	-
IT - Services	0.05	-
Diversified FMCG	0.99	-
Consumer Durables	2.32	-
Transport Infrastructure	1.16	-
Retailing	1.11	-
Beverages	1.59	-
Diversified Metals	0.69	-
Oil	0.42	-
Power	2.21	-
Fertilizers & Agrochemicals	1.08	-
Capital Markets	0.45	-
Ferrous Metals	1.49	-
Leisure Services	0.18	-
Energy	-	5.7
Industrials	-	9.24
Technology	-	5.51
Consumer Cyclical	-	8.46
Healthcare	-	5.49
Financial Services	-	20.18
Basic Materials	-	2.91
Consumer Defensive	-	4.73
Communication Services	-	2.21
Utilities	-	1.19
Real Estate	-	0.52