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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) | ₹64964 Cr | ₹965 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 | 1.14% | -0.33% |
| 6 Month | 9.68% | 9.54% |
| 1 Year | 6.15% | 1.8% |
| 3 Year | 13.09% | 9.59% |
| 5 Year | 14.07% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.35% | 2.4% |
| 1 Year | 11.41% | 7.65% |
| 3 Year | 13.5% | 10.39% |
| 5 Year | 13.11% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.92% | 8.78% |
| 3 Year | 11.85% | 9.82% |
| 5 Year | 12.5% | - |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 8.46% |
| Sharp | 1.28% | 0.48% |
| Beta | 0.11% | - |
| Alpha | 6.27% | - |
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 | 35.06 | 30.18 |
| Large Cap | 57.79 | 50.59 |
| Mid Cap | 6.01 | 15.29 |
| Small Cap | 1.13 | 3.94 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.48 | 28.48 |
| Communication Services | 2.73 | 2.51 |
| Energy | 3.9 | 6.23 |
| Technology | 6.11 | 6.92 |
| Basic Materials | 4.65 | 3.2 |
| Industrials | 6.52 | 10.21 |
| Financial Services | 19.75 | 21.97 |
| Consumer Defensive | 4.94 | 5.32 |
| Real Estate | 4.43 | 0.55 |
| Healthcare | 2.93 | 5.57 |
| Consumer Cyclical | 12.69 | 7.82 |
| Utilities | 1.86 | 1.23 |
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