ICICI Prudential Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

ICICI Prudential Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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ICICI Prudential Balanced Advantage Fund - Growth

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PGIM India 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	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)	₹66751 Cr	₹938 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	1.72%	2.04%
6 Month	6.73%	4.79%
1 Year	9.78%	5.21%
3 Year	13.22%	10.13%
5 Year	14.71%	-

SIP Return Analysis

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
6 Month	1.47%	-0.32%
1 Year	10.4%	5.55%
3 Year	12.06%	8.28%
5 Year	12.13%	-

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
1 Year	10.85%	8.5%
3 Year	11.89%	9.78%
5 Year	12.54%	-

Risk Management

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation	5.46%	8.28%
Sharp	1.12%	0.42%
Beta	0.76%	1.13%
Alpha	2.27%	-2.22%

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	34.29	35.71
Large Cap	59.24	45.74
Small Cap	1.37	3.75
Mid Cap	5.09	14.8

Sector Allocation

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	PGIM India Balanced Advantage Fund - Regular Growth
Others	28.36	33.87
Communication Services	3.16	2.21
Energy	4.24	5.7
Technology	6.89	5.51
Industrials	6.33	9.24
Financial Services	18.73	20.18
Basic Materials	4.32	2.91
Consumer Defensive	4.67	4.73
Real Estate	4.84	0.52
Healthcare	2.69	5.49
Consumer Cyclical	14.07	8.46
Utilities	1.71	1.19

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