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) ₹1138 Cr ₹882 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500
Launch Date 24 Feb 2021 05 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 2.14 2.21
Manager Puneet Pal Yogesh Patil
ISIN Code INF663L01V72 INF767K01QV6
Exits Load Exit load of 0.5%, if redeemed within 90 days./365 Exit load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth LIC MF Balanced Advantage Fund Regular - Growth
1 Month 1.42% 0.96%
6 Month 13.17% 11.25%
1 Year 19.75% 18.25%
3 Year 10.57% -
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 7.64% 7.1%
3 Year 18.36% 16.77%
5 Year 20.59% 16.77%

Rolling Lumpsum Returns

Scheme Name PGIM India Balanced Advantage Fund - Regular Growth LIC MF Balanced Advantage Fund Regular - Growth
1 Year 9.86% 12.24%
3 Year 9.99% -
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 27.71
Large Cap 49.05 64.35
Mid Cap 14.43 4.48
Small Cap 4.02 3.41

Sector Allocation

Scheme Name

PGIM India Balanced Advantage Fund - Regular Growth

LIC MF Balanced Advantage Fund Regular - Growth

Others 4.07 34.34
Sovereign 15.74 10.11
Energy 9.9 7.29
Materials 2.73 2.48
Technology 5.81 5.42
Construction 2.73 0.03
Financial 27.49 24.78
Healthcare 4.01 2.31
Chemicals 1.21 -
Capital Goods 6.34 1.56
Automobile 4.21 1.79
Insurance 2.52 0.59
Services 5.9 2.22
Consumer Staples 2.79 5.98
Consumer Discretionary 1.1 -
Communication 1.86 -
Diversified 1.22 0.27
Textiles 0.37 -
Metals & Mining - 0.78

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