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LIC MF Balanced Advantage Fund Regular vs PGIM India Balanced Advantage Fund compare

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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tortoise-icon LIC MF Balanced Advantage Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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