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	2.88%	4.14%
6 Month	-3.36%	-5.38%
1 Year	6.79%	7.02%
3 Year	11.48%	18.88%
5 Year	18.36%	27.22%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HDFC Balanced Advantage Fund - Growth Plan
6 Month	0.2%	-1.26%
1 Year	2.25%	-2.02%
3 Year	11.86%	17.92%
5 Year	12.65%	20.87%

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	0.8%	1.207%
Beta	0.68%	-
Alpha	2.59%	-

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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	46.98	45.54
Large Cap	59.86	52.58
Mid Cap	5.83	6.45
Small Cap	1	6.1

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	HDFC Balanced Advantage Fund - Growth Plan
Others	46.79	43.92
Energy	3.9	7.4
Industrials	5.37	8.87
Technology	6.62	5.37
Consumer Cyclical	14.25	5.5
Basic Materials	4.88	2
Financial Services	19.48	22.36
Consumer Defensive	5.15	2.65
Healthcare	2.82	4.17
Real Estate	0.09	1.44
Communication Services	2.33	2.71
Utilities	2	4.3