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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) | ₹938 Cr | ₹804 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 | 0.13% | 0.34% |
| 6 Month | 9.1% | 7.24% |
| 1 Year | 2.59% | 3.41% |
| 3 Year | 10.91% | 10.72% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.18% | 0.25% |
| 1 Year | 9.44% | 6.72% |
| 3 Year | 9.76% | 9.35% |
| 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 | 8.21% | 7.60% |
| Sharp | 0.38% | 0.44% |
| Beta | - | - |
| Alpha | - | - |
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 | 29.9 | 26.3 |
| Large Cap | 50.65 | 47.45 |
| Mid Cap | 15.54 | 11.79 |
| Small Cap | 3.91 | 14.45 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 28.17 | 24.95 |
| Energy | 6.2 | 4.27 |
| Industrials | 10.44 | 9.64 |
| Technology | 7.01 | 11.26 |
| Consumer Cyclical | 8.59 | 3.82 |
| Healthcare | 5.42 | 4.85 |
| Financial Services | 21.38 | 24.39 |
| Basic Materials | 3.27 | 6.95 |
| Consumer Defensive | 5.26 | 2.73 |
| Communication Services | 2.52 | 3.8 |
| Utilities | 1.2 | 2.42 |
| Real Estate | 0.54 | 0.92 |
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