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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) | ₹929 Cr | ₹742 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 | -2.13% | -1.41% |
| 6 Month | -1.5% | -2.26% |
| 1 Year | 5.95% | 3.74% |
| 3 Year | 9.78% | 9.12% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | -3.37% | -2.89% |
| 1 Year | -1.85% | -3.74% |
| 3 Year | 5.7% | 5.31% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.9% | 10.05% |
| 3 Year | 9.87% | 9.88% |
| 5 Year | - | - |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 7.82% | 7.41% |
| Sharp | 0.58% | 0.48% |
| Beta | 1.17% | 1.08% |
| Alpha | -1.45% | -2.02% |
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 | 37.4 | 27.05 |
| Large Cap | 46.16 | 49.12 |
| Mid Cap | 13.46 | 10.41 |
| Small Cap | 2.98 | 13.42 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 34.13 | 25.9 |
| Energy | 6.53 | 3.93 |
| Industrials | 7.63 | 7.31 |
| Technology | 6.87 | 9.51 |
| Consumer Cyclical | 7.9 | 3.04 |
| Healthcare | 5.06 | 3.67 |
| Financial Services | 20.53 | 27.41 |
| Basic Materials | 2.86 | 7.99 |
| Consumer Defensive | 4.29 | 4.6 |
| Communication Services | 2.46 | 2.61 |
| Utilities | 1.2 | 3.17 |
| Real Estate | 0.54 | 0.84 |
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