ICICI Prudential Medium Term Bond Fund vs Aditya Birla Sun Life Medium Term Plan compare
ICICI Prudential Medium Term Bond Fund - Growth
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
Chart Comparison
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% |
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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 |
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