ICICI Prudential Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Fund | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹65298 Cr | ₹995 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Dec 2006 | 04 Feb 2021 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate Index | CRISIL Hybrid 50+50 Moderate TRI |
Turn Over | 16% | % |
Expense Ratio | 1.44 | 2.18 |
Manager | Sharmila D'mello | Puneet Pal |
ISIN Code | INF109K01BH2 | INF663L01V72 |
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 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | -0.7% | -1.54% |
6 Month | 6.75% | 6.54% |
1 Year | 5.99% | 2.89% |
3 Year | 13.25% | 10.68% |
5 Year | 14.8% | - |
SIP Return Analysis
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 3.61% | 4.08% |
1 Year | 9.55% | 7.78% |
3 Year | 13.21% | 10.73% |
5 Year | 12.98% | - |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 10.92% | 8.78% |
3 Year | 11.85% | 9.82% |
5 Year | 12.5% | - |
Risk Management
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 4.42% | 8.98% |
Sharp | 1.52% | 0.76% |
Beta | 0.74% | - |
Alpha | 2.67% | - |
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Fund Managers
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Name | Sharmila D'mello | Puneet Pal |
Total AUM | ₹354743 Cr | ₹20950 Cr |
Funds Managed | 35 | 19 |
ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 36.04 | 30.38 |
Large Cap | 56.58 | 51.37 |
Mid Cap | 6.2 | 13.93 |
Small Cap | 1.18 | 4.33 |
Sector Allocation
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 30.64 | 27.14 |
Communication Services | 2.74 | 3.32 |
Energy | 4.03 | 6.77 |
Industrials | 6.17 | 9.05 |
Technology | 6.32 | 7.16 |
Basic Materials | 4.68 | 4.57 |
Financial Services | 19.15 | 22.7 |
Consumer Defensive | 4.77 | 5.01 |
Real Estate | 4.31 | - |
Healthcare | 2.93 | 5.45 |
Consumer Cyclical | 12.51 | 7.58 |
Utilities | 1.76 | 1.26 |
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