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ICICI Prudential Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹7239 Cr ₹60347 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹100
Launch Date 23 May 2000 30 Dec 2006
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 Index
Turn Over 240% 16%
Expense Ratio 1.8 1.48
Manager Lovelish Solanki Sharmila D'mello
ISIN Code INF084M01AB8 INF109K01BH2
Exits Load Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth
1 Month -1.35% -1.47%
6 Month -6.37% -4.77%
1 Year 7.98% 6.45%
3 Year 10.76% 11.56%
5 Year 13.77% 14.84%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth
6 Month -3.75% -2.62%
1 Year -4.14% -2.18%
3 Year 9.84% 10.39%
5 Year 10.83% 11.85%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth
1 Year 11.38% 11.05%
3 Year 11.47% 11.77%
5 Year 11.16% 12.39%

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth
Standard Deviation 6.2% 4.42%
Sharp 0.49% 0.8%
Beta 0.94% 0.68%
Alpha 1.14% 2.59%

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Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth
Name Lovelish Solanki Sharmila D'mello
Total AUM ₹14756 Cr ₹354743 Cr
Funds Managed 2 35
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option ICICI Prudential Balanced Advantage Fund - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

ICICI Prudential Balanced Advantage Fund - Growth

Others 35.45 46.98
Large Cap 46.21 59.86
Mid Cap 14.07 5.83
Small Cap 4.27 1

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

ICICI Prudential Balanced Advantage Fund - Growth

Others 30.05 46.79
Communication Services 1.9 2.33
Energy 6.22 3.9
Industrials 9.12 5.37
Technology 6.36 6.62
Basic Materials 6.73 4.88
Consumer Defensive 4.34 5.15
Financial Services 19.46 19.48
Consumer Cyclical 6.79 14.25
Healthcare 4.44 2.82
Real Estate 2.03 0.09
Utilities 2.55 2

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