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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
Overview
| 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) | ₹5695 Cr | ₹2049 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 | 1.35 | 1.56 |
| Manager | Manish Banthia | Dhaval Joshi |
| ISIN Code | INF109K01AH4 | INF209K01603 |
| Exits Load | ICICI Prudential Medium Term Bond Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Medium Term Plan - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 1.75% | 1.93% |
| 6 Month | 4.78% | 6.87% |
| 1 Year | 9.56% | 14.42% |
| 3 Year | 7.49% | 14.27% |
| 5 Year | 7.28% | 12.6% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 6 Month | 2.84% | 4.15% |
| 1 Year | 9.92% | 15.56% |
| 3 Year | 8.28% | 11.54% |
| 5 Year | 7.27% | 12.63% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.48% | 9.22% |
| 3 Year | 7.36% | 9.95% |
| 5 Year | 7.54% | 8.72% |
Risk Management
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 1.173% | 9.216% |
| Sharp | 0.15% | 0.725% |
| Beta | 0.982% | 3.163% |
| Alpha | 0.222% | 6.914% |
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Fund Managers
| 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 |
| Funds Managed | 19 | 55 |
| ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
Market Cap
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 99.82 | 95.74 |
| Financial Services | 0.18 | 1 |
| Real Estate | - | 1.13 |
| Industrials | - | 1.52 |
| Utilities | - | 0.6 |
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