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) | ₹5917 Cr | ₹1968 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 | 1.58 |
| 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 2.0% of sell value; if fund sold before 365 days. There are no other charges., 1.0% if fund sold before 730 days. There are no other charges./365 |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.71% | 0.73% |
| 6 Month | 4.08% | 5.81% |
| 1 Year | 8.05% | 10.39% |
| 3 Year | 6.38% | 13.72% |
| 5 Year | 7% | 11.26% |
| 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 | 7.89% | 11.18% |
| 3 Year | 7.28% | 10.91% |
| 5 Year | 6.78% | 11.8% |
| Scheme Name | ICICI Prudential Medium Term Bond Fund - Growth | Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| 1 Year | 7.42% | 9.16% |
| 3 Year | 7.38% | 9.83% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 98.99 | 95.21 |
| Small Cap | 0.97 | 4.23 |
| Mid Cap | - | 0.6 |
| Scheme Name |
ICICI Prudential Medium Term Bond Fund - Growth |
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan |
|---|---|---|
| Others | 98.99 | 95.21 |
| Units of Real Estate Investment Trust (REITs) | 0.08 | - |
| Units of Infrastructure Investment Trusts | 0.89 | - |
| Realty | - | 1.92 |
| Construction | - | 1.11 |
| Transport Infrastructure | - | 1.8 |
Top Comparisons
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns12.68%
DSP Top 100 Equity Fund - Regular Plan - Growth
3Y Returns16.52%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns19.35%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns18.17%
Invesco India PSU Equity Fund - Growth
3Y Returns33.85%
Quant PSU Fund - Regular (G)
3Y Returns0%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns6.27%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.49%