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ICICI Prudential Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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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 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) ₹60347 Cr ₹978 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 1.48 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 3.4% 4.73%
6 Month -3.47% -6.8%
1 Year 7.64% 6.28%
3 Year 12.1% 8.36%
5 Year 17.78% -

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
6 Month 0.2% -1.75%
1 Year 2.25% -2.51%
3 Year 11.86% 8.55%
5 Year 12.65% -

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
1 Year 11.05% 10.32%
3 Year 11.77% 9.8%
5 Year 12.39% -

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation 4.42% 8.876%
Sharp 0.8% 0.244%
Beta 0.68% -
Alpha 2.59% -

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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 46.98 34.77
Large Cap 59.86 48.73
Mid Cap 5.83 10.99
Small Cap 1 5.51

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

PGIM India Balanced Advantage Fund - Regular Growth

Others 46.79 33.82
Energy 3.9 5.63
Industrials 5.37 8.3
Technology 6.62 6.76
Consumer Cyclical 14.25 7.01
Basic Materials 4.88 3.5
Financial Services 19.48 19.03
Consumer Defensive 5.15 5.03
Healthcare 2.82 5.6
Real Estate 0.09 0.75
Communication Services 2.33 3.41
Utilities 2 1.15

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