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PGIM India Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

Overview

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 High Very High
Asset Size (Cr) ₹7239 Cr ₹978 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 23 May 2000 04 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 1.8 2.18
Manager Lovelish Solanki Puneet Pal
ISIN Code INF084M01AB8 INF663L01V72
Exits Load Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
1 Month 4.65% 4.96%
6 Month -1.06% -2.6%
1 Year 10.94% 7.58%
3 Year 11.61% 8.08%
5 Year 15.58% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
6 Month 2.37% 1.49%
1 Year 4.53% 1.29%
3 Year 12.77% 9.49%
5 Year 12.35% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
1 Year 11.38% 10.32%
3 Year 11.47% 9.8%
5 Year 11.16% -

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 6.2% 8.876%
Sharp 0.51% 0.244%
Beta 0.97% -
Alpha 1.72% -

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Fund Managers

Scheme 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
Funds Managed 2 19
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

PGIM India Balanced Advantage Fund - Regular Growth

Others 24.06 34.77
Large Cap 48.66 48.73
Mid Cap 15.42 10.99
Small Cap 4.32 5.51

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

PGIM India Balanced Advantage Fund - Regular Growth

Others 19.59 33.82
Telecom - Services 1.65 -
Petroleum Products 4.64 -
Electrical Equipment 1.48 -
IT - Software 6 -
Cement & Cement Products 1.57 -
Personal Products 1.83 -
Construction 1.84 -
Finance 5.05 -
Retailing 2.5 -
Banks 14.92 -
Diversified FMCG 0.94 -
Pharmaceuticals & Biotechnology 3.48 -
Non - Ferrous Metals 1.56 -
Realty 2.67 -
Healthcare Services 0.96 -
Aerospace & Defense 0.28 -
Auto Components 3.04 -
Ferrous Metals 1.38 -
Automobiles 1.59 -
Industrial Products 1.44 -
Insurance 2.47 -
Consumer Durables 1.35 -
Transport Infrastructure 1.89 -
Diversified Metals 0.66 -
Oil 0.58 -
Power 2.26 -
Fertilizers & Agrochemicals 0.53 -
Leisure Services 0.4 -
Metals & Minerals Trading 0.13 -
Consumable Fuels 0.31 -
Minerals & Mining 0.58 -
Transport Services 0.66 -
Chemicals & Petrochemicals 0.83 -
Beverages 1.4 -
Energy - 5.63
Industrials - 8.3
Technology - 6.76
Healthcare - 5.6
Financial Services - 19.03
Basic Materials - 3.5
Consumer Cyclical - 7.01
Consumer Defensive - 5.03
Communication Services - 3.41
Utilities - 1.15
Real Estate - 0.75

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