MF
MFGenie.ai
Dynamic Asset Allocationregularidcw

ICICI Prudential Balanced Advantage Fund - Quarterly IDCW

ICICI Prudential Mutual Fund

₹16.3800

0.02 (+0.12%)

NAV as of 09 Sept 2022

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.68%
1 Month+1.74%
3 Months+3.67%
6 Months+2.44%
1 Year-2.67%
3 Years (CAGR)+8.94%
5 Years (CAGR)+6.03%
10 Years (CAGR)
Since Inception (Nov 2014)+6.20%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+1.74%
3 Year SIP+7.78%
5 Year SIP+7.40%
Since Inception (Nov 2014)+6.67%

Fund Details

Fund HouseICICI Prudential Mutual Fund
CategoryDynamic Asset Allocation
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date05 Nov 2014
AMFI Code131450

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

ICICI Prudential Balanced Advantage Fund - Quarterly IDCW by ICICI Prudential Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.

About This Fund

ICICI Prudential Balanced Advantage Fund - Quarterly IDCW is a Dynamic Asset Allocation mutual fund offered by ICICI Prudential Mutual Fund. The fund has been operational for over 11 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations