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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) | ₹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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