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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) | ₹953 Cr | ₹767 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹200 |
| 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 | 0.97% | -0.18% |
| 6 Month | 3.84% | -0.06% |
| 1 Year | 5.94% | 3.87% |
| 3 Year | 9.58% | 9.02% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.18% | 0.75% |
| 1 Year | 11.35% | 6.12% |
| 3 Year | 10.04% | 8.8% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.5% | 10.92% |
| 3 Year | 9.78% | 10.18% |
| 5 Year | - | - |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 8.28% | 7.41% |
| Sharp | 0.42% | 0.54% |
| Beta | 1.13% | 1.06% |
| Alpha | -2.22% | -1.72% |
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 | 35.07 | 30.75 |
| Large Cap | 46.36 | 47.1 |
| Mid Cap | 14.55 | 8.92 |
| Small Cap | 4.02 | 13.23 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 32.83 | 28.51 |
| Energy | 6.11 | 3.73 |
| Industrials | 9.25 | 7.48 |
| Technology | 5.85 | 9.69 |
| Consumer Cyclical | 8.16 | 2.91 |
| Healthcare | 5.58 | 3.73 |
| Financial Services | 20.56 | 25.11 |
| Basic Materials | 2.99 | 7.58 |
| Consumer Defensive | 4.5 | 3.97 |
| Communication Services | 2.37 | 2.92 |
| Utilities | 1.2 | 3.15 |
| Real Estate | 0.59 | 1.22 |
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