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PGIM India Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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tortoise-icon PGIM India 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 ICICI Prudential Balanced Advantage Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
Fund ICICI Prudential Balanced Advantage Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹60347 Cr ₹978 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 30 Dec 2006 04 Feb 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index CRISIL Hybrid 50+50 Moderate TRI
Turn Over 16% %
Expense Ratio 1.48 2.18
Manager Sharmila D'mello Puneet Pal
ISIN Code INF109K01BH2 INF663L01V72
Exits Load ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Month 2.91% 3.7%
6 Month 5.56% 3.98%
1 Year 11.41% 9.78%
3 Year 14.56% 12.56%
5 Year 18.12% -

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month 5.51% 5.57%
1 Year 10.88% 8.01%
3 Year 14.23% 11.42%
5 Year 13.65% -

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 11.05% 10.32%
3 Year 11.77% 9.8%
5 Year 12.39% -

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 4.42% 8.876%
Sharp 1.1% 0.244%
Beta 0.72% -
Alpha 2.73% -

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
Name Sharmila D'mello Puneet Pal
Total AUM ₹354743 Cr ₹20950 Cr
Funds Managed 35 19
ICICI Prudential Balanced Advantage Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 10.99 34.77
Large Cap 61.05 48.73
Mid Cap 5.31 10.99
Small Cap 1.01 5.51

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 7.76 33.82
Telecom - Services 2.49 -
Petroleum Products 3.56 -
Electrical Equipment 0.15 -
IT - Software 5.85 -
Cement & Cement Products 1.65 -
Construction 2.92 -
Ferrous Metals 0.48 -
Consumer Durables 1.13 -
Diversified FMCG 2.16 -
Non - Ferrous Metals 0.72 -
Banks 14.62 -
Realty 3.18 -
Pharmaceuticals & Biotechnology 2.66 -
Leisure Services 0.2 -
Automobiles 8.81 -
Aerospace & Defense 0.01 -
Auto Components 2.02 -
Chemicals & Petrochemicals 0.51 -
Finance 2.35 -
Insurance 2.13 -
Capital Markets 1.1 -
Retailing 4.06 -
Diversified Metals 0.17 -
Oil 0.51 -
Food Products 1.09 -
Industrial Products 1.15 -
Healthcare Services 0.32 -
Consumable Fuels 0.2 -
Fertilizers & Agrochemicals 1.1 -
Transport Services 1.25 -
Power 1.76 -
Transport Infrastructure 0.18 -
Commercial Services & Supplies 0.11 -
Energy - 5.63
Industrials - 8.3
Technology - 6.76
Healthcare - 5.6
Financial Services - 19.03
Basic Materials - 3.5
Consumer Cyclical - 7.01
Consumer Defensive - 5.03
Communication Services - 3.41
Utilities - 1.15
Real Estate - 0.75

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