How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.87 | 43.94 | 2.04 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.32 | 41.11 | 1.60 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 50+50 - Moderate Index |
Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
ICICI Pru Balanced Advantage Fund | 17.06% | 13.55% | 13.44% |
HDFC Balanced Advantage Fund | 24.46% | 23.45% | 15.91% |
SBI Balanced Advantage Fund | 20.46% | 14.74% | 14.02% |
Kotak Balanced Advantage Fund | 19.99% | 13.22% | 12.99% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
4.59 %
Holdings
4.43 %
Holdings
3.84 %
ICICI Prudential Asset Management Company Ltd. is the leading AMC in the leading AMC in the country. The AMC is joint venture between ICICI Bank and Prudential Plc, one of the UK's largest players in the financial services sectors.
No.of Schemes
97
Total AUM
₹ 8,20,104.59 Cr.
Manish Banthia
AUM: ₹3,47,909.06 Cr.
|
Exp: 5yrs
Sankaran Naren
AUM: ₹2,80,216.45 Cr.
|
Exp: 21yrs
Rajat Chandak
AUM: ₹80,330.07 Cr.
|
Exp: 4yrs
Ihab Dalwai
AUM: ₹1,35,092.81 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
HDFC Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund 2024 | Which is Better?
2 months ago•ZFunds
Exclusive chat with Ihab Dalwai, Fund Manager at ICICI Prudential Mutual Fund
10 months ago•Value Research
Balance with ICICI Prudential Balanced Advantage Fund #FunWithFunds | ICICI Prudential Mutual Fund
1 year ago•ICICI Prudential Mutual Fund
Enjoy a balance in your investments with ICICI Prudential Balanced Advantage Fund
1 year ago•ICICI Prudential Mutual Fund
Aim For A Balanced Portfolio Suitable For Your Goals | ICICI Prudential Balanced Advantage Fund
1 year ago•ICICI Prudential Mutual Fund
ICICI Prudential Balanced Advantage Fund | Fund review
2 years ago•Groww Mutual fund
All Part of the Game | ICICI Prudential Balanced Advantage Fund
2 years ago•ICICI Prudential Mutual Fund
Tu Chal BAFikr | ICICI Prudential Balanced Advantage Fund
2 years ago•ICICI Prudential Mutual Fund
Tu Chal BAFikr | ICICI Prudential Balanced Advantage Fund
2 years ago•ICICI Prudential Mutual Fund
Top 3 ICICI Mutual Funds 2021 | ICICI Prudential Mutual Fund | ICICI Prudential Bluechip Fund
3 years ago•ZFunds
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%