ICICI Prudential Balanced Advantage Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 22.72 | 13.36 | 12.77 | 10.92 |
Average Rolling Returns(%) | 12.78 | 12.85 | 12.33 | 12.36 |
The Current NAV of ICICI Prudential Balanced Advantage Fund - Growth is ₹64.79.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
ICICI Prudential Balanced Advantage Fund - Growth fund’s expense ratio is 1.47%
The process for redemption is
The AUM of ICICI Prudential Balanced Advantage Fund - Growth is currently ₹56,175 Crores.
The Top three stocks are ICICI Bank, TVS Motor and Maruti Suzuki and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 32% of fund’s portfolio respectively.
Top three sectors of ICICI Prudential Balanced Advantage Fund - Growth fund are Others, BFSI and Auto accounting for 58% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of ICICI Prudential Balanced Advantage Fund - Growth Fund is Hybrid - Balanced Advantage.
Manish Banthia and Sankaran Naren manage the ICICI Prudential Balanced Advantage Fund - Growth Fund.
ICICI Prudential Balanced Advantage Fund - Growth current PE ratio is 40.56 and PB ratio is 7.16
The asset allocation of ICICI Prudential Balanced Advantage Fund - Growth is Stocks : 67.91%, Debt : 27.89% and Gold : 4.12%
The minimum SIP amount for ICICI Prudential Balanced Advantage Fund - Growth is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for ICICI Prudential Balanced Advantage Fund - Growth is Nil upto 30% of units and 1% for remaining units on or before 1 year, Nil after 1 year