Aditya Birla Sun Life Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowPGIM India Balanced Advantage Fund - Regular Growth
Invest NowChart Comparison
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 | Very High | Very High |
Asset Size (Cr) | ₹7267 Cr | ₹1138 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Apr 2000 | 24 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 | 1.79 | 2.14 |
Manager | Lovelish Solanki | Puneet Pal |
ISIN Code | INF084M01AB8 | INF663L01V72 |
Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | -3.3% | -3.13% |
6 Month | 5.92% | 5.29% |
1 Year | 18.59% | 15.59% |
3 Year | 10.38% | 8.33% |
5 Year | 12.37% | - |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 14.17% | 12.21% |
3 Year | 14.84% | 12.24% |
5 Year | 14.06% | - |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 11.31% | 10.08% |
3 Year | 11.5% | 9.97% |
5 Year | 11.04% | - |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 6.2% | 7.82% |
Sharp | 0.6% | 0.48% |
Beta | 0.92% | 1.02% |
Alpha | 2.01% | -0.67% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 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 | 23.54 | 32.5 |
Large Cap | 47.16 | 49.05 |
Mid Cap | 7.19 | 14.43 |
Small Cap | 3.17 | 4.02 |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 18.04 | 4.07 |
Capital Goods | 1.95 | 6.34 |
Financial | 19.29 | 27.49 |
Consumer Staples | 5.1 | 2.79 |
Automobile | 4.27 | 4.21 |
Materials | 2.42 | 2.73 |
Healthcare | 2.88 | 4.01 |
Energy | 6.43 | 9.9 |
Consumer Discretionary | 1.45 | 1.1 |
Metals & Mining | 1.68 | - |
Technology | 4.01 | 5.81 |
Communication | 4.11 | 1.86 |
Services | 0.28 | 5.9 |
Construction | 2.06 | 2.73 |
Sovereign | 6.39 | 15.74 |
Chemicals | 0.25 | 1.21 |
Diversified | 0.45 | 1.22 |
Insurance | - | 2.52 |
Textiles | - | 0.37 |
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