What factors should I consider when comparing ICICI Pru Balanced Advantage Fund - Dir (G) vs SBI Midcap Fund - Direct (G)?

When comparing ICICI Pru Balanced Advantage Fund - Dir (G) vs SBI Midcap Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.

Can I invest in ICICI Pru Balanced Advantage Fund - Dir (G) and SBI Midcap Fund - Direct (G) simultaneously?

Yes, you can invest in both ICICI Pru Balanced Advantage Fund - Dir (G) and SBI Midcap Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.

What does the portfolio turnover ratio tell us when comparing ICICI Pru Balanced Advantage Fund - Dir (G) and SBI Midcap Fund - Direct (G)?

While comparing ICICI Pru Balanced Advantage Fund - Dir (G) and SBI Midcap Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.

Can I switch between ICICI Pru Balanced Advantage Fund - Dir (G) and SBI Midcap Fund - Direct (G) if needed?

Yes, you can typically switch between ICICI Pru Balanced Advantage Fund - Dir (G) and SBI Midcap Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.

Can I compare ICICI Pru Balanced Advantage Fund - Dir (G) and SBI Midcap Fund - Direct (G) based on their dividend payout?

Yes, you can compare ICICI Pru Balanced Advantage Fund - Dir (G) and SBI Midcap Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

Compare ICICI Pru Balanced Advantage Fund - Dir (G) vs SBI Midcap Fund - Direct (G) Online

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ICICI Pru Balanced Advantage Fund - Dir (G) vs SBI Midcap Fund - Direct (G)

ICICI Pru Balanced Advantage Fund - Dir (G)

6.7%

SBI Midcap Fund - Direct (G)

5.16%

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About Fund

Custodian

HDFC Bank Limited

Registrar

Computer Age Management Services Pvt. Ltd.

Custodian

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Registrar

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Fund Details

Risk

High Risk

Min SIP Amount

500

Fund Size

72486.28

Expense Ratio

1.64

NAV

87.79

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

24126.69

Expense Ratio

1.12

NAV

274.2055

Launch Date

January 1, 2013

Exit Load

Risk

High Risk

Min SIP Amount

500

Fund Size

72486.28

Expense Ratio

1.64

NAV

87.79

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

24126.69

Expense Ratio

1.12

NAV

274.2055

Launch Date

January 1, 2013

Exit Load

11.59 %

12.07 %

6.7 %

15.48 %

13.44 %

5.16 %

Fund Manager

Manish Gunwani

Qualification

B.Tech (Mechanical), PGDM

Experience

Overall 15 years of experience of which 8 years in equity research and one and half year in Fund management.

Fund Manager

Rajat Chandak

Qualification

B.Com., MBA

Experience

He is with ICICI Prudential AMC since May 2008. He has earlier worked as Equity Analyst for 1 year.

Fund Manager

Sankaran Naren

Qualification

B.Tech - IIT Madras, PGDM, IIM Calcutta

Experience

Prior to joining ICICI Prudential AMC, he has worked with various financial services companies like Refco Sify securities India Pvt. ltd., HDFC Securities Ltd. and Yoha Securities in Various Positions.

Fund Manager

Bhavin Vithiani

Qualification

B. Com, MMS (Finance)

Experience

Mr. Bhavin Vithlani joined SBIFML in October 2018 as an Equity Research Analyst. He has over 19 years of experience in the finance sector. Prior to joining SBIFML, he was previously associated with following entities (assignments held during last 10 years): Axis Capital Limited (Erstwhile ENAM Securities Private Limited) (March 2006 - September 2018) - Primarily involved in equity research for Industrial and Power Sectors. Tower Capital & Securities Private Limited (October 2004 - March 2006) - Primarily involved in equity research for Industrial Sectors.

Fund Manager

Sohini Andani

Qualification

B.Com,CA.,

Experience

Prior to joining SBI Mutual Fund she has worked with ING Investment Management Pvt. Ltd., ASK Raymond James & Associates Pvt. Ltd., LKP Shares & securities Ltd., Advani Share Broker Pvt. Ltd., CRISIL, and K R Choksey Shares & Securities Pvt. Ltd.

ICICI Pru Balanced Advantage Fund - Dir (G) vs SBI Midcap Fund - Direct (G)

ICICI Pru Balanced Advantage Fund - Dir (G)

6.7%

SBI Midcap Fund - Direct (G)

5.16%

About Fund

Fund Details

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