ICICI Prudential Balanced Advantage Fund vs PGIM India Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
| 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 | High | Very High |
| Asset Size (Cr) | ₹58543 Cr | ₹1138 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Dec 2006 | 24 Feb 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | 16% | % |
| Expense Ratio | 1.47 | 2.14 |
| Manager | Sharmila D'mello | Puneet Pal |
| ISIN Code | INF109K01BH2 | INF663L01V72 |
| Exits Load | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.5% | 1.42% |
| 6 Month | 9.91% | 13.17% |
| 1 Year | 22.49% | 19.75% |
| 3 Year | 13.65% | 10.57% |
| 5 Year | 14.87% | - |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.74% | 7.64% |
| 3 Year | 24.56% | 18.36% |
| 5 Year | 44.49% | 20.59% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.04% | 9.08% |
| 3 Year | 34.6% | 23.3% |
| 5 Year | 46.27% | 24.29% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 7.82% |
| Sharp | 1.46% | 0.48% |
| Beta | 0.59% | 1.02% |
| Alpha | 4.31% | -0.67% |
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| 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 |
| Fund Manage | 35 | 19 |
| ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 20.3 | 32.5 |
| Large Cap | 53.94 | 49.05 |
| Mid Cap | 4.87 | 14.43 |
| Small Cap | 0.42 | 4.02 |
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 17.86 | 4.07 |
| Financial | 12.79 | 27.49 |
| Automobile | 10.24 | 4.21 |
| Sovereign | 12.61 | 15.74 |
| Technology | 4.16 | 5.81 |
| Consumer Staples | 3.44 | 2.79 |
| Construction | 2.71 | 2.73 |
| Energy | 4.88 | 9.9 |
| Communication | 2.98 | 1.86 |
| Healthcare | 2.52 | 4.01 |
| Materials | 1.78 | 2.73 |
| Metals & Mining | 0.4 | - |
| Chemicals | 1.24 | 1.21 |
| Consumer Discretionary | 0.71 | 1.1 |
| Capital Goods | 0.8 | 6.34 |
| Services | 0.29 | 5.9 |
| Insurance | 0.12 | 2.52 |
| Diversified | - | 1.22 |
| Textiles | - | 0.37 |
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