ICICI Prudential Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
ICICI Prudential Balanced Advantage Fund - Growth
Chart Comparison
| 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 | Very High | High |
| Asset Size (Cr) | ₹7267 Cr | ₹58543 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Apr 2000 | 01 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 TRI |
| Turn Over | 240% | 16% |
| Expense Ratio | 1.79 | 1.47 |
| Manager | Lovelish Solanki | Sharmila D'mello |
| ISIN Code | INF084M01AB8 | INF109K01BH2 |
| Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Month | -3.51% | -2.66% |
| 6 Month | 8.05% | 6.85% |
| 1 Year | 22.93% | 21.03% |
| 3 Year | 10.95% | 12.25% |
| 5 Year | 12.82% | 13.16% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 6 Month | - | 5.69% |
| 1 Year | 10.37% | 11.33% |
| 3 Year | 23.8% | 28.39% |
| 5 Year | 42.23% | 48.8% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| 1 Year | 11.38% | 11.04% |
| 3 Year | 11.51% | 11.78% |
| 5 Year | 11.06% | 12.32% |
| 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 | 0.81% | 1.33% |
| Beta | 0.23% | 0.12% |
| Alpha | 3.36% | 5.32% |
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| 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 |
| Fund Manage | 2 | 35 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | ICICI Prudential Balanced Advantage Fund - Growth |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 23.54 | 20.3 |
| Large Cap | 47.16 | 53.94 |
| Mid Cap | 7.19 | 4.87 |
| Small Cap | 3.17 | 0.42 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
ICICI Prudential Balanced Advantage Fund - Growth |
|---|---|---|
| Others | 18.04 | 17.86 |
| Capital Goods | 1.95 | 0.8 |
| Financial | 19.29 | 12.79 |
| Consumer Staples | 5.1 | 3.44 |
| Automobile | 4.27 | 10.24 |
| Materials | 2.42 | 1.78 |
| Healthcare | 2.88 | 2.52 |
| Energy | 6.43 | 4.88 |
| Consumer Discretionary | 1.45 | 0.71 |
| Metals & Mining | 1.68 | 0.4 |
| Technology | 4.01 | 4.16 |
| Communication | 4.11 | 2.98 |
| Services | 0.28 | 0.29 |
| Construction | 2.06 | 2.71 |
| Sovereign | 6.39 | 12.61 |
| Chemicals | 0.25 | 1.24 |
| Diversified | 0.45 | - |
| Insurance | - | 0.12 |
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