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 | 0.91% | 0.76% |
| 6 Month | 4.18% | 5.75% |
| 1 Year | 8.1% | 10.3% |
| 3 Year | 6.92% | 14.13% |
| 5 Year | 6.95% | 11.3% |
| 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 | 6.57% | 9.41% |
| 3 Year | 6.96% | 10.17% |
| 5 Year | 6.54% | 11.48% |
| 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% |
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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 | 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 |
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