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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) | ₹68450 Cr | ₹953 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 | 1% | -0.19% |
| 6 Month | 5.69% | 2.16% |
| 1 Year | 10.42% | 3.52% |
| 3 Year | 13.43% | 9.63% |
| 5 Year | 12.95% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.75% | 1.79% |
| 1 Year | 15.71% | 10.46% |
| 3 Year | 13.57% | 9.58% |
| 5 Year | 12.98% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.84% | 8.5% |
| 3 Year | 11.95% | 9.78% |
| 5 Year | 12.6% | - |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 8.25% |
| Sharp | 1.3% | 0.39% |
| Beta | 0.8% | 1.14% |
| Alpha | 3.18% | -1.99% |
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 | 35.56 | 35.07 |
| Large Cap | 58.15 | 46.36 |
| Small Cap | 1.31 | 4.02 |
| Mid Cap | 4.98 | 14.55 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.98 | 32.83 |
| Communication Services | 3.08 | 2.37 |
| Energy | 4.44 | 6.11 |
| Technology | 7.25 | 5.85 |
| Industrials | 6.13 | 9.25 |
| Financial Services | 17.95 | 20.56 |
| Basic Materials | 4.22 | 2.99 |
| Consumer Defensive | 4.35 | 4.5 |
| Real Estate | 4.83 | 0.59 |
| Healthcare | 2.61 | 5.58 |
| Consumer Cyclical | 13.66 | 8.16 |
| Utilities | 1.52 | 1.2 |
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