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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 - Growth Plan
Chart Comparison
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) | ₹63787 Cr | ₹100299 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 - Growth Plan |
|---|---|---|
| 1 Month | 1.94% | 1.82% |
| 6 Month | 6% | 4.2% |
| 1 Year | 9.44% | 4.89% |
| 3 Year | 14.85% | 23.01% |
| 5 Year | 15.58% | 24.68% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 6 Month | 6.09% | 6.68% |
| 1 Year | 12.71% | 10.58% |
| 3 Year | 14.15% | 18.63% |
| 5 Year | 13.53% | 20.52% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| 1 Year | 11% | 17.82% |
| 3 Year | 11.81% | 16.09% |
| 5 Year | 12.45% | 15.02% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 4.42% | 9.74% |
| Sharp | 1.25% | 1.40% |
| Beta | 0.73% | - |
| Alpha | 2.55% | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 8.67 | 33.94 |
| Large Cap | 60.36 | 53.07 |
| Mid Cap | 5.95 | 6.99 |
| Small Cap | 1.09 | 6 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
HDFC Balanced Advantage Fund - Growth Plan |
|---|---|---|
| Others | 4.78 | 31.77 |
| Telecom - Services | 2.5 | - |
| Petroleum Products | 3.8 | - |
| Electrical Equipment | 0.16 | - |
| IT - Software | 6.16 | - |
| Cement & Cement Products | 1.34 | - |
| Construction | 2.79 | - |
| Consumer Durables | 1.26 | - |
| Diversified FMCG | 2.04 | - |
| Non - Ferrous Metals | 0.64 | - |
| Banks | 14.18 | - |
| Realty | 3.9 | - |
| Pharmaceuticals & Biotechnology | 2.62 | - |
| Leisure Services | 0.19 | - |
| Automobiles | 8.46 | - |
| Auto Components | 2.21 | - |
| Ferrous Metals | 0.31 | - |
| Chemicals & Petrochemicals | 0.53 | - |
| Finance | 2.29 | - |
| Insurance | 2.25 | - |
| Capital Markets | 1.25 | - |
| Retailing | 3.69 | - |
| Diversified Metals | 0.17 | - |
| Oil | 0.4 | - |
| Food Products | 1.31 | - |
| Personal Products | 0.15 | - |
| Industrial Products | 1.25 | - |
| Healthcare Services | 0.32 | - |
| Consumable Fuels | 0.19 | - |
| Fertilizers & Agrochemicals | 1.24 | - |
| Transport Services | 1.85 | - |
| Power | 1.58 | - |
| Transport Infrastructure | 0.15 | - |
| Commercial Services & Supplies | 0.11 | - |
| Communication Services | - | 3.4 |
| Basic Materials | - | 2 |
| Energy | - | 7.39 |
| Technology | - | 6.23 |
| Industrials | - | 8.65 |
| Consumer Defensive | - | 2.71 |
| Financial Services | - | 22.31 |
| Consumer Cyclical | - | 5.51 |
| Real Estate | - | 1.45 |
| Healthcare | - | 4.16 |
| Utilities | - | 4.41 |
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