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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) | ₹60347 Cr | ₹978 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 | 1.48 | 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 | 3.11% | 3.13% |
| 6 Month | 2.79% | 0.2% |
| 1 Year | 9.91% | 7.31% |
| 3 Year | 12.95% | 9.66% |
| 5 Year | 16.36% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.47% | 2.37% |
| 1 Year | 6.72% | 1.78% |
| 3 Year | 13.18% | 9.82% |
| 5 Year | 13.22% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.05% | 10.32% |
| 3 Year | 11.77% | 9.8% |
| 5 Year | 12.39% | - |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 8.876% |
| Sharp | 0.74% | 0.244% |
| Beta | 0.69% | - |
| Alpha | 2.58% | - |
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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 | 50.87 | 34.77 |
| Large Cap | 59.33 | 48.73 |
| Mid Cap | 5.71 | 10.99 |
| Small Cap | 0.93 | 5.51 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 50.61 | 33.82 |
| Communication Services | 2.6 | 3.41 |
| Energy | 3.73 | 5.63 |
| Industrials | 5.43 | 8.3 |
| Technology | 6.35 | 6.76 |
| Consumer Cyclical | 13.79 | 7.01 |
| Basic Materials | 4.97 | 3.5 |
| Financial Services | 19.55 | 19.03 |
| Consumer Defensive | 4.85 | 5.03 |
| Healthcare | 3.1 | 5.6 |
| Real Estate | 0.09 | 0.75 |
| Utilities | 1.76 | 1.15 |
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