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ICICI Prudential Balanced Advantage Fund vs HDFC 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) | ₹66751 Cr | ₹103041 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 | 1.72% | 2.5% |
| 6 Month | 6.73% | 5.79% |
| 1 Year | 9.78% | 5.74% |
| 3 Year | 13.22% | 18.59% |
| 5 Year | 14.71% | 24.4% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.47% | 0.44% |
| 1 Year | 10.4% | 6.63% |
| 3 Year | 12.06% | 13.5% |
| 5 Year | 12.13% | 16.9% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 10.85% | 17.32% |
| 3 Year | 11.89% | 16.26% |
| 5 Year | 12.54% | 15.12% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 8.75% |
| Sharp | 1.26% | 1.26% |
| Beta | 0.12% | 1.16% |
| Alpha | 6.3% | 5.14% |
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 | 34.29 | 34.5 |
| Large Cap | 59.24 | 52.86 |
| Small Cap | 1.37 | 5.81 |
| Mid Cap | 5.09 | 6.83 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 28.36 | 31.65 |
| Communication Services | 3.16 | 3.42 |
| Energy | 4.24 | 7.23 |
| Technology | 6.89 | 5.36 |
| Industrials | 6.33 | 7.96 |
| Financial Services | 18.73 | 22.86 |
| Basic Materials | 4.32 | 2.31 |
| Consumer Defensive | 4.67 | 2.64 |
| Real Estate | 4.84 | 1.55 |
| Healthcare | 2.69 | 4.04 |
| Consumer Cyclical | 14.07 | 6.76 |
| Utilities | 1.71 | 4.21 |
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