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 Risk	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	-1.2%	-2.36%
6 Month	-5.84%	-2.69%
1 Year	5.01%	7.01%
3 Year	7.73%	8.65%
5 Year	-	-

Scheme Name	PGIM India Balanced Advantage Fund - Regular Growth	LIC MF Balanced Advantage Fund Regular - Growth
6 Month	-	-
1 Year	-3.59%	0.7%
3 Year	7.52%	8.93%
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%	6.758%
Sharp	0.244%	0.447%
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
Fund Manage	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	32.5	2.87
Large Cap	49.05	57.38
Mid Cap	14.43	6.09
Small Cap	4.02	10.68

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