LIC MF Balanced Advantage Fund Regular vs PGIM India Balanced Advantage Fund compare
PGIM India Balanced Advantage Fund - Regular Growth
Invest NowLIC MF Balanced Advantage Fund Regular - Growth
Invest NowChart Comparison
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 |
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
1 Month | -2.87% | -1.81% |
6 Month | 5.58% | 6.47% |
1 Year | 15.91% | 16% |
3 Year | 8.44% | 9.25% |
5 Year | - | - |
Scheme Name | PGIM India Balanced Advantage Fund - Regular Growth | LIC MF Balanced Advantage Fund Regular - Growth |
---|---|---|
6 Month | - | - |
1 Year | 12.21% | 13.78% |
3 Year | 12.24% | - |
5 Year | - | - |
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 | - | - |
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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Get Free Experts GuidanceScheme 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 | 27.71 |
Large Cap | 49.05 | 64.35 |
Mid Cap | 14.43 | 4.48 |
Small Cap | 4.02 | 3.41 |
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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