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HDFC Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
HDFC Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹68450 Cr | ₹106494 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 30 Dec 2006 | 11 Sep 2000 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 16% | 21.38% |
| Expense Ratio | 1.44 | 1.35 |
| Manager | Sharmila D'mello | Anil Bamboli |
| ISIN Code | INF109K01BH2 | INF179K01830 |
| Exits Load | ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 1.31% | 0.21% |
| 6 Month | 5.17% | 2.07% |
| 1 Year | 9.81% | 3.75% |
| 3 Year | 13.25% | 17.07% |
| 5 Year | 12.95% | 20.09% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 3.75% | 2.72% |
| 1 Year | 15.71% | 11.88% |
| 3 Year | 13.57% | 14.49% |
| 5 Year | 12.98% | 17.18% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 10.84% | 17.4% |
| 3 Year | 11.95% | 16.3% |
| 5 Year | 12.6% | 15.1% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 8.69% |
| Sharp | 1.3% | 1.18% |
| Beta | 0.8% | 1.16% |
| Alpha | 3.18% | 4.92% |
Fund Managers
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Name | Sharmila D'mello | Anil Bamboli |
| Total AUM | ₹354743 Cr | ₹135442 Cr |
| Funds Managed | 35 | 12 |
| ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
Market Cap
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 35.56 | 34.59 |
| Large Cap | 58.15 | 53.19 |
| Small Cap | 1.31 | 5.44 |
| Mid Cap | 4.98 | 6.79 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 29.98 | 30.57 |
| Communication Services | 3.08 | 3.6 |
| Energy | 4.44 | 7.59 |
| Technology | 7.25 | 5.54 |
| Industrials | 6.13 | 8.06 |
| Financial Services | 17.95 | 23.26 |
| Basic Materials | 4.22 | 2.28 |
| Consumer Defensive | 4.35 | 2.63 |
| Real Estate | 4.83 | 1.86 |
| Healthcare | 2.61 | 4.03 |
| Consumer Cyclical | 13.66 | 6.45 |
| Utilities | 1.52 | 4.14 |
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