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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) | ₹69868 Cr | ₹953 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 | 0.42% | -0.96% |
| 6 Month | 5.18% | 1.44% |
| 1 Year | 10.41% | 3.62% |
| 3 Year | 13.32% | 9.8% |
| 5 Year | 12.78% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.28% | 1.11% |
| 1 Year | 15.22% | 9.71% |
| 3 Year | 13.35% | 9.21% |
| 5 Year | 12.82% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.82% | 8.5% |
| 3 Year | 11.96% | 9.78% |
| 5 Year | 12.61% | - |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 8.25% |
| Sharp | 1.3% | 0.39% |
| Beta | 0.8% | 1.14% |
| Alpha | 3.18% | -1.99% |
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 | 33.04 | 34.78 |
| Large Cap | 59.56 | 46.64 |
| Small Cap | 1.4 | 4.18 |
| Mid Cap | 5.99 | 14.4 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 27.58 | 32.56 |
| Communication Services | 2.62 | 2.4 |
| Energy | 4.29 | 6.38 |
| Technology | 8.15 | 6.01 |
| Industrials | 6.61 | 8.99 |
| Financial Services | 18.56 | 21.04 |
| Basic Materials | 4.19 | 2.85 |
| Consumer Defensive | 4.46 | 4.56 |
| Real Estate | 4.55 | 0.56 |
| Healthcare | 2.41 | 5.36 |
| Consumer Cyclical | 15.09 | 8.11 |
| Utilities | 1.49 | 1.17 |
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