Aditya Birla Sun Life Balanced Advantage Fund vs ICICI Prudential 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 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 Very High High
Asset Size (Cr) ₹7267 Cr ₹58543 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹100
Launch Date 25 Apr 2000 01 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 TRI
Turn Over 240% 16%
Expense Ratio 1.79 1.47
Manager Lovelish Solanki Sharmila D'mello
ISIN Code INF084M01AB8 INF109K01BH2
Exits Load Exit load of 0.25%, if redeemed within 7 days./365 Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth
1 Month 2.79% 2.19%
6 Month 15.44% 11.67%
1 Year 22.4% 21.74%
3 Year 12.05% 13.66%
5 Year 14.72% 15.13%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth
6 Month - 5.69%
1 Year 10.37% 11.33%
3 Year 23.8% 28.39%
5 Year 42.23% 48.8%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth
1 Year 13.79% 14.04%
3 Year 32.93% 34.6%
5 Year 45.24% 46.27%

Risk Management

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 0.78% 1.36%
Beta 0.89% 0.61%
Alpha 2.26% 4.51%

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Fund Managers

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
Fund Manage 2 35
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth

Market Cap

Scheme Name

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

ICICI Prudential Balanced Advantage Fund - Growth

Others 23.54 20.3
Large Cap 47.16 53.94
Mid Cap 7.19 4.87
Small Cap 3.17 0.42

Sector Allocation

Scheme Name

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

ICICI Prudential Balanced Advantage Fund - Growth

Others 18.04 17.86
Capital Goods 1.95 0.8
Financial 19.29 12.79
Consumer Staples 5.1 3.44
Automobile 4.27 10.24
Materials 2.42 1.78
Healthcare 2.88 2.52
Energy 6.43 4.88
Consumer Discretionary 1.45 0.71
Metals & Mining 1.68 0.4
Technology 4.01 4.16
Communication 4.11 2.98
Services 0.28 0.29
Construction 2.06 2.71
Sovereign 6.39 12.61
Chemicals 0.25 1.24
Diversified 0.45 -
Insurance - 0.12

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