Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹5695 Cr ₹2049 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 1.56
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 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./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 1.13% 1.08%
6 Month 4.19% 7.72%
1 Year 8.47% 13.03%
3 Year 6.99% 13.69%
5 Year 6.96% 12.07%

SIP Return Analysis

Scheme Name ICICI Prudential Medium Term Bond Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
6 Month 2.66% 4.63%
1 Year 8.95% 15.12%
3 Year 7.94% 11.53%
5 Year 7.1% 12.58%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Medium Term Bond Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
1 Year 7.48% 9.22%
3 Year 7.36% 9.95%
5 Year 7.54% 8.72%

Risk Management

Scheme Name ICICI Prudential Medium Term Bond Fund - Growth Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Standard Deviation 1.173% 9.216%
Sharp 0.15% 0.725%
Beta 0.982% 3.163%
Alpha 0.222% 6.914%

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
Funds Managed 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 100 100

Sector Allocation

Scheme Name

ICICI Prudential Medium Term Bond Fund - Growth

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

Others 99.82 95.74
Financial Services 0.18 1
Real Estate - 1.13
Industrials - 1.52
Utilities - 0.6

Top Comparisons

HDFC Gilt Fund - Growth Plan HDFC Gilt Fund - Growth Plan

3Y Returns6.83%

VS

SBI Magnum Gilt Fund - Regular Plan - Growth SBI Magnum Gilt Fund - Regular Plan - Growth

3Y Returns7.8%

Compare Now

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

3Y Returns8%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns6.58%

Compare Now

SBI Technology Opportunities Fund Regular Growth SBI Technology Opportunities Fund Regular Growth

3Y Returns8.48%

VS

Tata Digital India Fund-Regular Plan-Growth Tata Digital India Fund-Regular Plan-Growth

3Y Returns5.65%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns9.59%

VS

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns10.07%

Compare Now
Add to Cart Successfully