PGIM India Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹60545 Cr | ₹1057 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Dec 2006 | 04 Feb 2021 |
| 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 TRI |
| Turn Over | 16% | % |
| Expense Ratio | 1.46 | 2.16 |
| Manager | Sharmila D'mello | Puneet Pal |
| ISIN Code | INF109K01BH2 | INF663L01V72 |
| 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 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.42% | 0.55% |
| 6 Month | 3.05% | 2.38% |
| 1 Year | 13.05% | 11.08% |
| 3 Year | 12.48% | 8.95% |
| 5 Year | 12.75% | - |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.69% | - |
| 1 Year | 8.66% | 7.63% |
| 3 Year | 13.87% | 11.32% |
| 5 Year | 14.18% | - |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.04% | 10.08% |
| 3 Year | 11.77% | 9.97% |
| 5 Year | 12.33% | - |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 4.42% | 7.82% |
| Sharp | 1.07% | 0.48% |
| Beta | 0.64% | 1.02% |
| Alpha | 3.64% | -0.67% |
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| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Sharmila D'mello | Puneet Pal |
| Total AUM | ₹354743 Cr | ₹20950 Cr |
| Fund Manage | 35 | 19 |
| ICICI Prudential Balanced Advantage Fund - Growth | PGIM India Balanced Advantage Fund - Regular Growth |
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 10.31 | 32.5 |
| Small Cap | 2.56 | 4.02 |
| Large Cap | 59.12 | 49.05 |
| Mid Cap | 8.3 | 14.43 |
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 10.31 | 4.07 |
| Cement & Cement Products | 1.69 | - |
| Petroleum Products | 2.6 | - |
| Electrical Equipment | 0.11 | - |
| IT - Software | 6.18 | - |
| IT - Services | 0.12 | - |
| Construction | 2.75 | 2.73 |
| Finance | 2.82 | - |
| Consumer Durables | 1.6 | - |
| Diversified FMCG | 3.87 | - |
| Non - Ferrous Metals | 0.87 | - |
| Banks | 13.57 | - |
| Units of Real Estate Investment Trust (REITs) | 2.76 | - |
| Pharmaceuticals & Biotechnology | 2.81 | - |
| Leisure Services | 0.26 | - |
| Automobiles | 8.71 | - |
| Auto Components | 2.3 | - |
| Ferrous Metals | 0.59 | - |
| Units of Infrastructure Investment Trusts | 0.3 | - |
| Chemicals & Petrochemicals | 0.42 | - |
| Transport Services | 1.07 | - |
| Insurance | 1.75 | 2.52 |
| Capital Markets | 1.19 | - |
| Retailing | 3.44 | - |
| Realty | 0.08 | - |
| Oil | 0.52 | - |
| Food Products | 0.97 | - |
| Industrial Products | 1.09 | - |
| Telecom - Services | 1.53 | - |
| Healthcare Services | 0.24 | - |
| Fertilizers & Agrochemicals | 0.72 | - |
| Beverages | 0.13 | - |
| Power | 2.35 | - |
| Transport Infrastructure | 0.2 | - |
| Textiles & Apparels | 0.1 | - |
| Gas | 0.01 | - |
| Commercial Services & Supplies | 0.12 | - |
| Industrial Manufacturing | 0.14 | - |
| Sovereign | - | 15.74 |
| Energy | - | 9.9 |
| Materials | - | 2.73 |
| Technology | - | 5.81 |
| Financial | - | 27.49 |
| Healthcare | - | 4.01 |
| Chemicals | - | 1.21 |
| Capital Goods | - | 6.34 |
| Automobile | - | 4.21 |
| Services | - | 5.9 |
| Consumer Staples | - | 2.79 |
| Consumer Discretionary | - | 1.1 |
| Communication | - | 1.86 |
| Diversified | - | 1.22 |
| Textiles | - | 0.37 |
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