Aditya Birla Sun Life Balanced Advantage Fund vs ICICI Prudential 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)	₹7239 Cr	₹60347 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	1.48
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	4.65%	4.45%
6 Month	-1.06%	0.33%
1 Year	10.97%	10.23%
3 Year	11.61%	12.25%
5 Year	15.57%	16.62%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
6 Month	-0.6%	0.46%
1 Year	-1.3%	1.31%
3 Year	10.58%	11.23%
5 Year	11.02%	12.07%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
1 Year	11.38%	11.05%
3 Year	11.47%	11.77%
5 Year	11.16%	12.39%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Standard Deviation	6.2%	4.42%
Sharp	0.51%	0.74%
Beta	0.97%	0.69%
Alpha	1.72%	2.58%

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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	24.06	50.87
Large Cap	48.66	59.33
Mid Cap	15.42	5.71
Small Cap	4.32	0.93

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	ICICI Prudential Balanced Advantage Fund - Growth
Others	19.59	50.61
Telecom - Services	1.65	-
Petroleum Products	4.64	-
Electrical Equipment	1.48	-
IT - Software	6	-
Cement & Cement Products	1.57	-
Personal Products	1.83	-
Construction	1.84	-
Finance	5.05	-
Retailing	2.5	-
Banks	14.92	-
Diversified FMCG	0.94	-
Pharmaceuticals & Biotechnology	3.48	-
Non - Ferrous Metals	1.56	-
Realty	2.67	-
Healthcare Services	0.96	-
Aerospace & Defense	0.28	-
Auto Components	3.04	-
Ferrous Metals	1.38	-
Automobiles	1.59	-
Industrial Products	1.44	-
Insurance	2.47	-
Consumer Durables	1.35	-
Transport Infrastructure	1.89	-
Diversified Metals	0.66	-
Oil	0.58	-
Power	2.26	-
Fertilizers & Agrochemicals	0.53	-
Leisure Services	0.4	-
Metals & Minerals Trading	0.13	-
Consumable Fuels	0.31	-
Minerals & Mining	0.58	-
Transport Services	0.66	-
Chemicals & Petrochemicals	0.83	-
Beverages	1.4	-
Communication Services	-	2.6
Energy	-	3.73
Industrials	-	5.43
Technology	-	6.35
Consumer Cyclical	-	13.79
Basic Materials	-	4.97
Financial Services	-	19.55
Consumer Defensive	-	4.85
Healthcare	-	3.1
Real Estate	-	0.09
Utilities	-	1.76