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ICICI Prudential Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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tortoise-icon HDFC Balanced Advantage Fund Regular 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 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) ₹65298 Cr ₹102790 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 -0.54% -1.44%
6 Month 7.61% 6.63%
1 Year 6.48% 1.25%
3 Year 13.35% 20.09%
5 Year 14.84% 24.11%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HDFC Balanced Advantage Fund Regular Growth
6 Month 3.61% 3.3%
1 Year 9.55% 6.49%
3 Year 13.21% 17.08%
5 Year 12.98% 19.63%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HDFC Balanced Advantage Fund Regular Growth
1 Year 11% 17.82%
3 Year 11.81% 16.09%
5 Year 12.45% 15.02%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HDFC Balanced Advantage Fund Regular Growth
Standard Deviation 4.42% 9.41%
Sharp 1.52% 1.60%
Beta 0.74% -
Alpha 2.67% -

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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 36.04 34.65
Large Cap 56.58 51.91
Mid Cap 6.2 7.35
Small Cap 1.18 6.09

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

HDFC Balanced Advantage Fund Regular Growth

Others 30.64 31.87
Communication Services 2.74 3.6
Energy 4.03 7.41
Industrials 6.17 8.45
Technology 6.32 5.85
Basic Materials 4.68 1.95
Financial Services 19.15 22.17
Consumer Defensive 4.77 2.62
Real Estate 4.31 1.44
Healthcare 2.93 4.09
Consumer Cyclical 12.51 6.25
Utilities 1.76 4.3

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