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

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PGIM India Balanced Advantage Fund - Regular Growth

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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)	₹978 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	2.18	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

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	LIC MF Balanced Advantage Fund Regular - Growth
1 Month	3.64%	4.85%
6 Month	-7.36%	-3.05%
1 Year	4.56%	7.83%
3 Year	7.2%	9.01%
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-1.75%	-0.07%
1 Year	-2.51%	2.82%
3 Year	8.55%	10.16%
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	LIC MF Balanced Advantage Fund Regular - Growth
1 Year	10.32%	12.72%
3 Year	9.8%	9.89%
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	LIC MF Balanced Advantage Fund Regular - Growth
Standard Deviation	8.876%	7.461%
Sharp	0.244%	0.22%
Beta	-	-
Alpha	-	-

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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
Funds Managed	19	7
	PGIM India Balanced Advantage Fund - Regular Growth	LIC MF Balanced Advantage Fund Regular - Growth

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	LIC MF Balanced Advantage Fund Regular - Growth
Others	34.77	27.03
Large Cap	48.73	47.48
Mid Cap	10.99	11.15
Small Cap	5.51	14.34

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	LIC MF Balanced Advantage Fund Regular - Growth
Others	33.82	25.56
Energy	5.63	5.03
Industrials	8.3	11.21
Technology	6.76	7.92
Healthcare	5.6	5.26
Financial Services	19.03	21.93
Basic Materials	3.5	7.5
Consumer Cyclical	7.01	6.88
Consumer Defensive	5.03	3.37
Communication Services	3.41	2.51
Utilities	1.15	2.83
Real Estate	0.75	-