All comparisons
Head-to-head
PGIM India Balanced Advantage Fund - Direct Plan - Direct GrowthvsAditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GROWTH
Side-by-side comparison of PGIM India Balanced Advantage Fund - Direct Plan - Direct Growth and Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GROWTH — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybrid
PGIM India Balanced Advantage Fund - Direct Plan - Direct Growth
3Y ago₹1.25 L
5Y ago₹1.46 L
hybrid
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GROWTH
3Y ago₹1.43 L
5Y ago₹1.66 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | PGIM India Balanced Advantage F… | Aditya Birla Sun Life Balanced … |
|---|---|---|
| Fund house | PGIM India Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Category | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage |
| Latest NAV | ₹16.58 | ₹131.12 |
| Assets managed (AUM) | — | — |
| 1Y return | -0.06% | 8.67% |
| 3Y CAGR | 7.76% | 12.53% |
| 5Y CAGR | 7.81% | 10.70% |
| Since inception CAGR | 9.17% | 11.52% |
| Bumpiness · 3Y (annualised σ) | 9.16 | 8.17 |
| Worst drop ever | -11.64% | -26.36% |
| Sharpe · 3Y (rf=6%) | 0.18 | 0.74 |
Explore each fund individually
PGIM India Balanced Advantage Fund - Direct Plan - Direct Growth →Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GROWTH →
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