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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) | ₹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 | -1.44% | -2.83% |
| 6 Month | 5.31% | 4.42% |
| 1 Year | 6% | 3.49% |
| 3 Year | 12.67% | 9.73% |
| 5 Year | 14.36% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.16% | 3.13% |
| 1 Year | 8.06% | 5.15% |
| 3 Year | 12.24% | 9.26% |
| 5 Year | 12.31% | - |
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% | 8.46% |
| Sharp | 1.52% | 0.48% |
| Beta | 0.74% | - |
| Alpha | 2.67% | - |
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 | 30.46 | 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 | 4.49 | - |
| Healthcare | 2.93 | 5.45 |
| Consumer Cyclical | 12.51 | 7.58 |
| Utilities | 1.76 | 1.26 |
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