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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) | ₹965 Cr | ₹828 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 | -0.97% | -2.72% |
| 6 Month | 8.39% | 6.04% |
| 1 Year | 4.31% | 4.45% |
| 3 Year | 9.65% | 9.5% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.72% | 0.44% |
| 1 Year | 6.4% | 3.21% |
| 3 Year | 9.68% | 9.09% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| 1 Year | 8.78% | 11.28% |
| 3 Year | 9.82% | 10.43% |
| 5 Year | - | - |
Risk Management
| Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 8.46% | 7.58% |
| Sharp | 0.48% | 0.52% |
| 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 | 30.18 | 25.71 |
| Large Cap | 50.59 | 46.53 |
| Mid Cap | 15.29 | 12.02 |
| Small Cap | 3.94 | 15.73 |
Sector Allocation
| Scheme Name |
PGIM India Balanced Advantage Fund - Regular Growth |
LIC MF Balanced Advantage Fund Regular - Growth |
|---|---|---|
| Others | 28.48 | 24.18 |
| Energy | 6.23 | 4.27 |
| Industrials | 10.21 | 10.32 |
| Technology | 6.92 | 10.94 |
| Consumer Cyclical | 7.82 | 4.21 |
| Healthcare | 5.57 | 5.71 |
| Financial Services | 21.97 | 25.24 |
| Basic Materials | 3.2 | 6.8 |
| Consumer Defensive | 5.32 | 2.69 |
| Communication Services | 2.51 | 2.58 |
| Utilities | 1.23 | 2.11 |
| Real Estate | 0.55 | 0.95 |
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