- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
PGIM India Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹69868 Cr | ₹949 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 | 1.44 | 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 | 0.36% | -0.9% |
| 6 Month | 4.23% | -1.09% |
| 1 Year | 11.94% | 5.56% |
| 3 Year | 13.47% | 9.73% |
| 5 Year | 12.32% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.48% | -0.22% |
| 1 Year | 12.32% | 4.84% |
| 3 Year | 12.41% | 7.55% |
| 5 Year | 12.35% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.83% | 7.92% |
| 3 Year | 11.98% | 9.86% |
| 5 Year | 12.62% | - |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 7.82% |
| Sharp | 1.35% | 0.58% |
| Beta | 0.8% | 1.17% |
| Alpha | 3.14% | -1.45% |
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 | 33.04 | 34.78 |
| Large Cap | 59.56 | 46.64 |
| Small Cap | 1.4 | 4.18 |
| Mid Cap | 5.99 | 14.4 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 27.58 | 32.56 |
| Communication Services | 2.62 | 2.4 |
| Energy | 4.29 | 6.38 |
| Technology | 8.15 | 6.01 |
| Industrials | 6.61 | 8.99 |
| Financial Services | 18.56 | 21.04 |
| Basic Materials | 4.19 | 2.85 |
| Consumer Defensive | 4.46 | 4.56 |
| Real Estate | 4.55 | 0.56 |
| Healthcare | 2.41 | 5.36 |
| Consumer Cyclical | 15.09 | 8.11 |
| Utilities | 1.49 | 1.17 |
Top Comparisons
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.21%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns15.24%
DSP Multicap Fund - Regular (G)
3Y Returns0%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Bandhan Value Fund - Regular Plan - Growth
3Y Returns16.65%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns16.63%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns19.75%
