ICICI Prudential Medium Term Bond Fund vs Aditya Birla Sun Life Medium Term Plan compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Medium Term Bond Fund - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Invest Now

Chart Comparison

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

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) ₹6111 Cr ₹1861 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 1.4 1.58
Manager Manish Banthia Dhaval Joshi
ISIN Code INF109K01AH4 INF209K01603
Exits Load Exit Load for units in excess of 10% of the investment, 1% will be charged for redemption within 365 days./365 For units in excess of 15% of the investment, exit load of 2% if redeemed within 1 year, 1% if redeemed after 1 year but within 2 years./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 0.81% 0.8%
6 Month 3.97% 4.46%
1 Year 7.62% 8.01%
3 Year 6.01% 12.77%
5 Year 7.22% 8.81%

SIP Return Analysis

Scheme Name ICICI Prudential Medium Term Bond Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month - -
1 Year 3.32% 3.21%
3 Year 9.84% 17.2%
5 Year 17.32% 31.16%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Medium Term Bond Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 6.26% 9.78%
3 Year 14.24% 27.67%
5 Year 17.79% 32.18%

Risk Management

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
fund-icons

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
Fund Manage 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 99.96 100.01

Sector Allocation

Scheme Name

ICICI Prudential Medium Term Bond Fund - Growth

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

Others 2.09 3.36
Financial 28.35 29.59
Sovereign 36.08 47.56
Energy 6.05 1.37
Construction 16.35 10.11
Consumer Staples 5.62 0.54
Communication 0.79 2.38
Diversified 0.48 -
Capital Goods 3.19 -
Consumer Discretionary 0.96 -
Metals & Mining - 2.69
Services - 1.34
Chemicals - 1.07

Top Comparisons

Franklin India Smaller Companies Fund-Growth Franklin India Smaller Companies Fund-Growth

3Y Returns28.61%

VS

ICICI Prudential Smallcap Fund - Growth ICICI Prudential Smallcap Fund - Growth

3Y Returns25.32%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns31.2%

VS

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns28.29%

Compare Now

Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth

3Y Returns11.98%

VS

DSP Global Innovation Fund of Fund - Regular - Growth DSP Global Innovation Fund of Fund - Regular - Growth

3Y Returns0%

Compare Now

HDFC Asset Allocator Fund of Funds - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option

3Y Returns16%

VS

HSBC Managed Solutions - Growth - Growth HSBC Managed Solutions - Growth - Growth

3Y Returns21.93%

Compare Now
Request call back
Add to Cart Successfully