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% |
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| 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 |
| 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 |
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