ICICI Prudential Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

ICICI Prudential Balanced Advantage Fund vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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ICICI Prudential Balanced Advantage Fund - Growth

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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Chart Comparison

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

Overview

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Fund	ICICI Prudential Balanced Advantage Fund - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹69868 Cr	₹2320 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹1000
Launch Date	30 Dec 2006	10 Oct 2014
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%	24%
Expense Ratio	1.44	2.04
Manager	Sharmila D'mello	Ritika Behera
ISIN Code	INF109K01BH2	INF194KA1UE8
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	Bandhan Balanced Advantage Fund - Regular Plan - 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	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Month	1%	0.08%
6 Month	5.69%	3.28%
1 Year	10.42%	3.38%
3 Year	13.43%	10.84%
5 Year	12.95%	9.8%

SIP Return Analysis

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
6 Month	3.28%	1.84%
1 Year	15.22%	9.87%
3 Year	13.35%	10.19%
5 Year	12.82%	9.58%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
1 Year	10.84%	8.59%
3 Year	11.95%	8.77%
5 Year	12.6%	9.26%

Risk Management

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Standard Deviation	5.46%	6.54%
Sharp	1.14%	0.61%
Beta	0.77%	0.90%
Alpha	2.68%	-0.14%

Fund Managers

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Name	Sharmila D'mello	Ritika Behera
Total AUM	₹354743 Cr	₹43013 Cr
Funds Managed	35	19
	ICICI Prudential Balanced Advantage Fund - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth

Market Cap

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	35.56	27.28
Large Cap	58.15	52.63
Small Cap	1.31	8.46
Mid Cap	4.98	11.63

Sector Allocation

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	BANDHAN Balanced Advantage Fund Regular Plan Growth
Others	29.98	20.43
Communication Services	3.08	6.58
Energy	4.44	3.56
Technology	7.25	8.77
Industrials	6.13	6.17
Financial Services	17.95	25.8
Basic Materials	4.22	4.22
Consumer Defensive	4.35	5.97
Real Estate	4.83	2.01
Healthcare	2.61	6.41
Consumer Cyclical	13.66	8.42
Utilities	1.52	1.66

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