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Nippon India Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund ICICI Prudential Balanced Advantage Fund - Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹60347 Cr ₹8282 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 30 Dec 2006 15 Nov 2004
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index CRISIL Hybrid 50+50 Moderate Index
Turn Over 16% 334%
Expense Ratio 1.48 1.76
Manager Sharmila D'mello Ashutosh Bhargava
ISIN Code INF109K01BH2 INF204K01596
Exits Load ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month 3.4% -0.8%
6 Month -3.47% 1.98%
1 Year 7.64% 12.89%
3 Year 12.1% 11.83%
5 Year 17.78% 12.32%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month 0.26% -
1 Year 2.4% 8.2%
3 Year 11.88% 14.52%
5 Year 12.67% 13.96%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 11.05% 14.38%
3 Year 11.77% 11.8%
5 Year 12.39% 12.32%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation 4.42% 6.21%
Sharp 0.8% 0.79%
Beta 0.68% 0.86%
Alpha 2.59% 2.82%

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name Sharmila D'mello Ashutosh Bhargava
Total AUM ₹354743 Cr ₹121448 Cr
Funds Managed 35 12
ICICI Prudential Balanced Advantage Fund - Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 46.98 41.92
Large Cap 59.86 51.08
Mid Cap 5.83 11.66
Small Cap 1 7.54

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 46.79 41.92
Energy 3.9 -
Industrials 5.37 -
Technology 6.62 -
Consumer Cyclical 14.25 -
Basic Materials 4.88 -
Financial Services 19.48 -
Consumer Defensive 5.15 -
Healthcare 2.82 -
Real Estate 0.09 -
Communication Services 2.33 -
Utilities 2 -
Petroleum Products - 2.38
IT - Software - 7.22
Cement & Cement Products - 1.12
IT - Services - 0.27
Construction - 2.1
Consumer Durables - 2.52
Diversified FMCG - 3.49
Banks - 15.43
Automobiles - 2.54
Aerospace & Defense - 0.98
Electrical Equipment - 1.62
Pharmaceuticals & Biotechnology - 1.85
Ferrous Metals - 0.52
Realty - 1.82
Transport Infrastructure - 2.16
Personal Products - 1.61
Industrial Products - 0.4
Telecom - Services - 4.13
Insurance - 2.85
Finance - 1.76
Transport Services - 0.46
Retailing - 1.61
Power - 3.35
Financial Technology (Fintech) - 1.09
Healthcare Services - 0.24
Auto Components - 1.47
Diversified - 0.55
Other Utilities - 0.36
Beverages - 1.42
Textiles & Apparels - 0.74
Food Products - 0.52
Leisure Services - 1.7

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