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

When comparing ICICI Pru Equity & Debt Fund - Direct (G) vs SBI Balanced Advantage 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 Equity & Debt Fund - Direct (G) and SBI Balanced Advantage Fund - Direct (G) simultaneously?

Yes, you can invest in both ICICI Pru Equity & Debt Fund - Direct (G) and SBI Balanced Advantage 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 Equity & Debt Fund - Direct (G) and SBI Balanced Advantage Fund - Direct (G)?

While comparing ICICI Pru Equity & Debt Fund - Direct (G) and SBI Balanced Advantage 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 Equity & Debt Fund - Direct (G) and SBI Balanced Advantage Fund - Direct (G) if needed?

Yes, you can typically switch between ICICI Pru Equity & Debt Fund - Direct (G) and SBI Balanced Advantage 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 Equity & Debt Fund - Direct (G) and SBI Balanced Advantage Fund - Direct (G) based on their dividend payout?

Yes, you can compare ICICI Pru Equity & Debt Fund - Direct (G) and SBI Balanced Advantage 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 Equity & Debt Fund - Direct (G) vs SBI Balanced Advantage Fund - Direct (G) Online

Home

Mutual Funds

Compare Mutual Funds

ICICI Pru Equity & Debt Fund - Direct (G) vs SBI Balanced Advantage Fund - Direct (G)

ICICI Pru Equity & Debt Fund - Direct (G)

4.56%

SBI Balanced Advantage Fund - Direct (G)

4.48%

Loading chart...

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

Very High Risk

Min SIP Amount

5000

Fund Size

Expense Ratio

1.65

NAV

451.11

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

41512.85

Expense Ratio

NAV

16.6383

Launch Date

August 12, 2021

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

Expense Ratio

1.65

NAV

451.11

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

41512.85

Expense Ratio

NAV

16.6383

Launch Date

August 12, 2021

Exit Load

16.92 %

15.01 %

4.56 %

10.84 %

4.48 %

Fund Manager

Avnish Jain

Qualification

PGDM-IIM,Kolkatta, B.Tech(Hons)-IIT Kharagpur.

Experience

Over 25 years of experience in financial markets: Deutsche Asset Management (India) Pvt. Ltd- Head Fixed Income (Oct 2008 till date). Misys Software Solutions - Senior Consultant - Professional Services (Jan 2007 to Sep 2008). Yes Bank Ltd - Head of Trading - (Sep 2005 to Dec 2006). ICICI Bank Ltd - Senior Trader - Proprietary Trading (Nov 1998 to Sep 2005).

Fund Manager

Manish Banthia

Qualification

B.Com., A.C.A., MBA.

Experience

He is associated with ICICI Prudential Asset Management Company Limited since October 2005. Past Experience: ICICI Prudential Asset Management Company Limited - Fixed Income Investments - August 2007 to October 2009. ICICI Prudential Asset Management Company Limited- New Product Development - October 2005 to July 2007. Aditya Birla Nuvo Ltd. - June 2005 to October 2005. Aditya Birla Management Corporation Ltd. -May 2004 to May 2005

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

Dinesh Balachandran

Qualification

B.Tech (IIT-B) and M.S. (MIT,USA).

Experience

He has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, He was Research Analyst with Fidelity Investment, USA for ten years.

Fund Manager

Gaurav Mehta

Qualification

PGBM, IIM Lucknow, B Tech., IIT Bombay, CFA Charter holder, CFA Institute, USA.

Experience

Prior to joining SBI Mutual Fund he has worked with Ambit Investment Advisor, Institutional equities at Ambit Capital & Edelweiss Capital.

ICICI Pru Equity & Debt Fund - Direct (G) vs SBI Balanced Advantage Fund - Direct (G)

ICICI Pru Equity & Debt Fund - Direct (G)

4.56%

SBI Balanced Advantage Fund - Direct (G)

4.48%

About Fund

Fund Details

Get your FAQs right