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HDFC Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
HDFC Balanced Advantage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹65711 Cr | ₹101080 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 | 1.44 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Month | 2.63% | 1.44% |
| 6 Month | 11.27% | 9.62% |
| 1 Year | 5.94% | 1.53% |
| 3 Year | 12.99% | 18.15% |
| 5 Year | 14.53% | 23.49% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 6 Month | 3.85% | 2.01% |
| 1 Year | 13.59% | 8.02% |
| 3 Year | 13.54% | 15.55% |
| 5 Year | 12.97% | 18.21% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 1 Year | 10.92% | 17.49% |
| 3 Year | 11.85% | 16.2% |
| 5 Year | 12.5% | 15.09% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 9.18% |
| Sharp | 1.19% | 1.14% |
| Beta | 0.1% | - |
| Alpha | 6.05% | - |
Fund Managers
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| 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 Regular Growth |
Market Cap
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 35.06 | 35.76 |
| Large Cap | 57.79 | 51.34 |
| Mid Cap | 6.01 | 7.11 |
| Small Cap | 1.13 | 5.79 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HDFC Balanced Advantage Fund Regular Growth |
|---|---|---|
| Others | 29.3 | 33.05 |
| Communication Services | 2.73 | 3.53 |
| Energy | 3.9 | 6.92 |
| Technology | 6.11 | 5.83 |
| Basic Materials | 4.65 | 2.04 |
| Industrials | 6.52 | 8.06 |
| Financial Services | 19.75 | 21.59 |
| Consumer Defensive | 4.94 | 2.72 |
| Real Estate | 4.61 | 1.5 |
| Healthcare | 2.93 | 4.2 |
| Consumer Cyclical | 12.69 | 6.36 |
| Utilities | 1.86 | 4.21 |
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