PGIM India Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7267 Cr | ₹1138 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 25 Apr 2000 | 24 Feb 2021 |
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% | % |
Expense Ratio | 1.79 | 2.14 |
Manager | Lovelish Solanki | Puneet Pal |
ISIN Code | INF084M01AB8 | INF663L01V72 |
Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | 3.2% | 1.42% |
6 Month | 12.66% | 13.17% |
1 Year | 23.07% | 19.75% |
3 Year | 11.99% | 10.57% |
5 Year | 14.55% | - |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 10.37% | 7.64% |
3 Year | 23.8% | 18.36% |
5 Year | 42.23% | 20.59% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 13.79% | 9.08% |
3 Year | 32.93% | 23.3% |
5 Year | 45.24% | 24.29% |
Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 6.2% | 7.82% |
Sharp | 0.86% | 0.48% |
Beta | 0.83% | 1.02% |
Alpha | 1.84% | -0.67% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Lovelish Solanki | Puneet Pal |
Total AUM | ₹14756 Cr | ₹20950 Cr |
Fund Manage | 2 | 19 |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | PGIM India Balanced Advantage Fund - Regular Growth |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 23.54 | 32.5 |
Large Cap | 47.16 | 49.05 |
Mid Cap | 7.19 | 14.43 |
Small Cap | 3.17 | 4.02 |
Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 18.04 | 4.07 |
Financial | 19.29 | 27.49 |
Energy | 6.43 | 9.9 |
Sovereign | 6.39 | 15.74 |
Technology | 4.01 | 5.81 |
Construction | 2.06 | 2.73 |
Consumer Staples | 5.1 | 2.79 |
Automobile | 4.27 | 4.21 |
Communication | 4.11 | 1.86 |
Healthcare | 2.88 | 4.01 |
Metals & Mining | 1.68 | - |
Materials | 2.42 | 2.73 |
Consumer Discretionary | 1.45 | 1.1 |
Capital Goods | 1.95 | 6.34 |
Diversified | 0.45 | 1.22 |
Services | 0.28 | 5.9 |
Chemicals | 0.25 | 1.21 |
Insurance | - | 2.52 |
Textiles | - | 0.37 |
Top Comparisons
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns3%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns13.44%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns22.75%
LIC MF NIFTY NEXT 50 INDEX FUND Regular Growth
3Y Returns22.75%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns29.59%
Quant Infrastructure Fund - Growth Option
3Y Returns33.79%
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns18.34%