Aditya Birla Sun Life Medium Term Plan vs ICICI Prudential Medium Term Bond Fund compare
ICICI Prudential Medium Term Bond Fund - Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Fund | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹6111 Cr | ₹1861 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 15 Sep 2004 | 25 Mar 2009 |
| Category | Medium Duration | Medium Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Medium Duration Fund BIII Index | CRISIL Medium Duration Fund CIII Index |
| Turn Over | 78% | 78% |
| Expense Ratio | 1.4 | 1.58 |
| Manager | Manish Banthia | Dhaval Joshi |
| ISIN Code | INF109K01AH4 | INF209K01603 |
| Exits Load | Exit Load for units in excess of 10% of the investment, 1% will be charged for redemption within 365 days./365 | For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./365 |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.81% | 0.8% |
| 6 Month | 3.97% | 4.46% |
| 1 Year | 7.62% | 8.01% |
| 3 Year | 6.01% | 12.77% |
| 5 Year | 7.22% | 8.81% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | 2.09% | - |
| 1 Year | 4.03% | 3.21% |
| 3 Year | 10.9% | 17.2% |
| 5 Year | 18.23% | 31.16% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.42% | 9.14% |
| 3 Year | 7.38% | 9.82% |
| 5 Year | 7.57% | 8.69% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.21% | 9.4% |
| Sharp | 0.25% | 0.71% |
| Beta | 0.64% | 1.35% |
| Alpha | 0.33% | 6.74% |
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| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Name | Manish Banthia | Dhaval Joshi |
| Total AUM | ₹239319 Cr | ₹361932 Cr |
| Fund Manage | 19 | 55 |
| ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 99.96 | 100.01 |
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 2.09 | 3.36 |
| Financial | 28.35 | 29.59 |
| Sovereign | 36.08 | 47.56 |
| Energy | 6.05 | 1.37 |
| Construction | 16.35 | 10.11 |
| Consumer Staples | 5.62 | 0.54 |
| Communication | 0.79 | 2.38 |
| Diversified | 0.48 | - |
| Capital Goods | 3.19 | - |
| Consumer Discretionary | 0.96 | - |
| Metals & Mining | - | 2.69 |
| Services | - | 1.34 |
| Chemicals | - | 1.07 |
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