ICICI Prudential Balanced Advantage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
ICICI Prudential Balanced Advantage Fund Growth Fund Overview
SIP ₹100 & Lump. ₹500
₹70,551 Cr
N/A
1.39
If units are redeemed upto 30% of the units (the limit) purchased within 1 year from the date of allotment - Nil.If units are redeemed in excess of the limit within 1 Year from the date of allotment - 1%.If units are redeemed after 1 Year from the date of allotment - Nil.
CRISIL Hybrid 50 + 50 - Moderate Index
Summary
ICICI Prudential Balanced Advantage Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.26 | 0.05 | 2.48 |
| 6M | -1.84 | 1.25 | 13.26 |
| 1Y | 4.53 | 4.28 | 25.12 |
| 3Y | 11.76 | 13.72 | 54.07 |
Portfolio Analysis
- Equity: 68.17%
- Debt: 27.71%
- Others
About Fund ICICI Prudential Balanced Advantage Fund Growth
ICICI Prudential Balanced Advantage Fund Growth managed by ICICI Prudential Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹70,551 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 1.39. Under the expert guidance of Akhil Kakkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Akhil Kakkar
Mr. Kakkar is B.Tech (IIT Roorkee) and PGDM (Finance), prior to Joining ICICI Prudential Mutual Fund he has worked with Kotak Mahindra Bank in Debt Capital Markets, SBI Capital Markets in Project Advisory & Structured Finance and Goldman Sachs Services Pvt Ltd as Analyst Developer, and he is Managing ICICI Prudential Regular Savings Fund - since Jun 2017.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life Balanced Advantage Fund Growth | 4 | 9182.39 CR | 1.76 |
| ICICI Prudential Balanced Advantage Fund Growth | 5 | 70551.44 CR | 1.39 |
| Baroda BNP Paribas Balanced Advantage Fund Growth | 5 | 4755.77 CR | 1.9 |
| HDFC Balanced Advantage Fund - Growth | 4 | 105377.65 CR | 1.34 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Balanced Advantage Fund Growth | 4.0826 | 39.556 |
| This FundICICI Prudential Balanced Advantage Fund Growth | 4.5292 | 39.6029 |
| This FundBaroda BNP Paribas Balanced Advantage Fund Growth | 7.1715 | 47.0547 |
| This FundHDFC Balanced Advantage Fund - Growth | -0.4093 | 51.3082 |
ICICI Prudential Balanced Advantage Fund Growth FAQs
- 1 Month : -0.26%
- 6 Months : -1.84%
- 1 Year : 4.53%
- 3 Years : 11.76%
