HDFC Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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ICICI Prudential Balanced Advantage Fund - Growth

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HDFC Balanced Advantage Fund - Growth Plan

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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	HDFC Balanced Advantage Fund - Growth Plan
Fund	ICICI Prudential Balanced Advantage Fund - Growth	HDFC Balanced Advantage Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹60347 Cr	₹94251 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹100	₹100
Launch Date	30 Dec 2006	11 Sep 2000
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	16%	21.38%
Expense Ratio	1.48	1.35
Manager	Sharmila D'mello	Anil Bamboli
ISIN Code	INF109K01BH2	INF179K01830
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	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Month	3.11%	2.82%
6 Month	1.74%	-0.02%
1 Year	10.48%	9.58%
3 Year	12.7%	19.37%
5 Year	17.16%	25.8%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	2.7%	1.43%
1 Year	5.92%	0.97%
3 Year	12.88%	18.2%
5 Year	13.07%	20.78%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HDFC Balanced Advantage Fund - Growth Plan
1 Year	11.05%	18.17%
3 Year	11.77%	15.89%
5 Year	12.39%	14.91%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HDFC Balanced Advantage Fund - Growth Plan
Standard Deviation	4.42%	9.701%
Sharp	0.74%	1.207%
Beta	0.69%	-
Alpha	2.58%	-

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Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HDFC Balanced Advantage Fund - Growth Plan
Name	Sharmila D'mello	Anil Bamboli
Total AUM	₹354743 Cr	₹135442 Cr
Funds Managed	35	12
	ICICI Prudential Balanced Advantage Fund - Growth	HDFC Balanced Advantage Fund - Growth Plan

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	50.87	45.54
Large Cap	59.33	52.58
Mid Cap	5.71	6.45
Small Cap	0.93	6.1

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	50.61	43.92
Communication Services	2.6	2.71
Energy	3.73	7.4
Industrials	5.43	8.87
Technology	6.35	5.37
Consumer Cyclical	13.79	5.5
Basic Materials	4.97	2
Financial Services	19.55	22.36
Consumer Defensive	4.85	2.65
Healthcare	3.1	4.17
Real Estate	0.09	1.44
Utilities	1.76	4.3