ICICI Prudential Balanced Advantage Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Dynamic Asset Allocation funds is 51.19% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -4.81% | 1.03% |
| 2 Year Return | 12.92% | 10.99% |
| 3 Year Return | 17.70% | 29.11% |
| 4 Year Return | 32.80% | 41.83% |
| 5 Year Return | 35.28% | 51.19% |
| 6 Year Return | 39.96% | 76.99% |
| 7 Year Return | 48.65% | 95.33% |
| Expense Ratio | 0.71% | - |
AMC: ICICIPrudential
Category: Hybrid • Dynamic Asset Allocation
Launch Date: 01 Jan 2013
Fund Manager: Mr. Akhil Kakkar
Minimum Purchase: ₹500
Exit Load: 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.
Lock-in: 1
Risk: Moderate Risk
ICICI Prudential Balanced Advantage Fund - Direct Plan is managed by ICICIPrudential and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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