LIC MF Balanced Advantage Fund Regular vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
LIC MF Balanced Advantage Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Fund | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹978 Cr | ₹791 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 04 Feb 2021 | 12 Nov 2021 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | % | % |
Expense Ratio | 2.18 | 2.28 |
Manager | Puneet Pal | Yogesh Patil |
ISIN Code | INF663L01V72 | INF767K01QV6 |
Exits Load | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Month | 5.14% | 5.12% |
6 Month | 4.05% | 5.64% |
1 Year | 10.83% | 12.87% |
3 Year | 12.46% | 12.61% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
6 Month | 2.07% | 1.37% |
1 Year | 1.48% | 2.58% |
3 Year | 9.1% | 9.51% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Year | 10.32% | 12.72% |
3 Year | 9.8% | 9.89% |
5 Year | - | - |
Risk Management
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Standard Deviation | 8.876% | 7.461% |
Sharp | 0.244% | 0.22% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Name | Puneet Pal | Yogesh Patil |
Total AUM | ₹20950 Cr | ₹5898 Cr |
Funds Managed | 19 | 7 |
PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
Market Cap
Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Others | 34.77 | 27.03 |
Large Cap | 48.73 | 47.48 |
Mid Cap | 10.99 | 11.15 |
Small Cap | 5.51 | 14.34 |
Sector Allocation
Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
Others | 33.82 | 25.56 |
Energy | 5.63 | 5.03 |
Industrials | 8.3 | 11.21 |
Technology | 6.76 | 7.92 |
Healthcare | 5.6 | 5.26 |
Financial Services | 19.03 | 21.93 |
Basic Materials | 3.5 | 7.5 |
Consumer Cyclical | 7.01 | 6.88 |
Consumer Defensive | 5.03 | 3.37 |
Communication Services | 3.41 | 2.51 |
Utilities | 1.15 | 2.83 |
Real Estate | 0.75 | - |
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