LIC MF Balanced Advantage Fund Regular vs PGIM India Balanced Advantage Fund compare

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tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

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tortoise-icon LIC MF 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 PGIM India Balanced Advantage Fund - Regular Growth LIC MF Balanced Advantage Fund Regular - Growth
Fund PGIM India Balanced Advantage Fund - Regular Growth LIC MF Balanced Advantage Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1057 Cr ₹791 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 04 Feb 2021 12 Nov 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over % %
Expense Ratio 2.16 2.28
Manager Puneet Pal Yogesh Patil
ISIN Code INF663L01V72 INF767K01QV6
Exits Load PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 LIC MF Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth LIC MF Balanced Advantage Fund Regular - Growth
1 Month 0.55% 2.12%
6 Month 2.38% 5.34%
1 Year 11.08% 12.32%
3 Year 8.95% 10.43%
5 Year - -

SIP Return Analysis

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth LIC MF Balanced Advantage Fund Regular - Growth
6 Month - -
1 Year 7.63% 11.53%
3 Year 11.32% 12.42%
5 Year - -

Rolling Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth LIC MF Balanced Advantage Fund Regular - Growth
1 Year 10.08% 12.59%
3 Year 9.97% -
5 Year - -

Risk Management

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation 7.82% 7.41%
Sharp 0.48% -
Beta 1.02% -
Alpha -0.67% -

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Fund Managers

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth LIC MF Balanced Advantage Fund Regular - Growth
Name Puneet Pal Yogesh Patil
Total AUM ₹20950 Cr ₹5898 Cr
Fund Manage 19 7
PGIM India Balanced Advantage Fund - Regular Growth LIC MF Balanced Advantage Fund Regular - Growth

Market Cap

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

LIC MF Balanced Advantage Fund Regular - Growth

Others 32.5 2.87
Large Cap 49.05 57.38
Mid Cap 14.43 6.09
Small Cap 4.02 10.68

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

LIC MF Balanced Advantage Fund Regular - Growth

Others 4.07 2.87
Sovereign 15.74 -
Energy 9.9 -
Materials 2.73 -
Technology 5.81 -
Construction 2.73 1.21
Financial 27.49 -
Healthcare 4.01 -
Chemicals 1.21 -
Capital Goods 6.34 -
Automobile 4.21 -
Insurance 2.52 0.09
Services 5.9 -
Consumer Staples 2.79 -
Consumer Discretionary 1.1 -
Communication 1.86 -
Diversified 1.22 -
Textiles 0.37 -
Petroleum Products - 4.32
IT - Software - 11.58
Finance - 2.98
Diversified FMCG - 3.52
Non - Ferrous Metals - 0.77
Banks - 23.39
Pharmaceuticals & Biotechnology - 3.12
Industrial Products - 5.23
Cement & Cement Products - 1.36
Chemicals & Petrochemicals - 1.8
Automobiles - 5.49
Media - 0.87
Personal Products - 0.51
Telecom - Services - 0.53
Agricultural Food & other Products - 0.94
Food Products - 0.19
Power - 2.53
Electrical Equipment - 0.29
Aerospace & Defense - 1.24
Auto Components - 0.62
Minerals & Mining - 0.5
Beverages - 0.36
Industrial Manufacturing - 0.71

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