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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 - Growth Plan

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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 - Growth Plan
Fund ICICI Prudential Balanced Advantage Fund - Growth HDFC Balanced Advantage Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹63787 Cr ₹100299 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 - Growth Plan
1 Month 1.03% 0.64%
6 Month 5.99% 3.52%
1 Year 9.45% 5.85%
3 Year 14.94% 23.32%
5 Year 15.45% 24.06%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HDFC Balanced Advantage Fund - Growth Plan
6 Month 5.3% 4.91%
1 Year 10.99% 7.53%
3 Year 14.03% 18.57%
5 Year 13.5% 20.61%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HDFC Balanced Advantage Fund - Growth Plan
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 - Growth Plan
Standard Deviation 4.42% 9.74%
Sharp 1.25% 1.40%
Beta 0.73% -
Alpha 2.55% -

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth HDFC Balanced Advantage Fund - Growth Plan
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 - Growth Plan

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

HDFC Balanced Advantage Fund - Growth Plan

Others 9.86 45.54
Large Cap 60.32 52.58
Mid Cap 5.78 6.45
Small Cap 0.99 6.1

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

HDFC Balanced Advantage Fund - Growth Plan

Others 6.01 43.92
Telecom - Services 2.41 -
Petroleum Products 3.87 -
Electrical Equipment 0.15 -
IT - Software 6.05 -
Cement & Cement Products 1.6 -
Construction 2.55 -
Consumer Durables 1.19 -
Diversified FMCG 2.08 -
Non - Ferrous Metals 0.64 -
Banks 14.37 -
Units of Real Estate Investment Trust (REITs) 3.58 -
Pharmaceuticals & Biotechnology 2.79 -
Leisure Services 0.2 -
Automobiles 8.74 -
Auto Components 2.02 -
Ferrous Metals 0.38 -
Units of Infrastructure Investment Trusts 0.27 -
Chemicals & Petrochemicals 0.53 -
Finance 2.24 -
Insurance 2.34 -
Capital Markets 1.2 -
Retailing 3.73 -
Diversified Metals 0.15 -
Realty 0.01 -
Oil 0.49 -
Food Products 1.3 -
Industrial Products 1.11 -
Healthcare Services 0.33 -
Consumable Fuels 0.18 -
Fertilizers & Agrochemicals 1.2 -
Transport Services 1.24 -
Power 1.72 -
Transport Infrastructure 0.18 -
Commercial Services & Supplies 0.1 -
Communication Services - 2.71
Energy - 7.4
Technology - 5.37
Industrials - 8.87
Basic Materials - 2
Financial Services - 22.36
Consumer Cyclical - 5.5
Consumer Defensive - 2.65
Real Estate - 1.44
Healthcare - 4.17
Utilities - 4.3

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