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Enter a Single character of a Scheme :
05 Sep 2026 | 19:09 IST
ICICI Pru Balanced Advantage Fund (G)
Summary Info
Fund Name : ICICI Prudential Mutual Fund
Scheme Name : ICICI Pru Balanced Advantage Fund (G)
AMC : ICICI Prudential Mutual Fund
Type : OPEN
Category : Hybrid - Equity Oriented
Launch Date : 08-Nov-06
Fund Manager : Rajat Chandak
Net Assets:(Rs. cr) 74555.42
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -1.13 -1.30 4.95 4.39 5.80 11.21 10.47 11.06
Category Avg -0.88 -0.40 4.35 4.42 5.43 10.65 9.68 11.30
Category Best -0.08 2.42 8.33 19.72 22.81 22.17 21.56 32.87
Category Worst -2.41 -2.79 -2.49 -2.22 -7.43 -0.54 2.89 -0.04
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.5376 2.1909 0.8470 5.6833 0.0233
Holdings Date :31-Jul-26
Company Name% Hold
TVS Motor Co. 6.09
ICICI Bank 3.74
HDFC Bank 3.47
Reliance Industr 2.71
Infosys 2.55
Larsen & Toubro 2.15
Eternal 2.08
Maruti Suzuki 2.05
SBI 1.96
Axis Bank 1.89
Interglobe Aviat 1.48
Kotak Mah. Bank 1.46
Trent 1.42
Titan Company 1.41
Britannia Inds. 1.31
Avenue Super. 1.21
HCL Technologies 1.14
Bajaj Finance 1.13
Bharti Airtel 1.12
M & M 1.06
NTPC 1.05
Tata Motors 0.95
HDFC AMC 0.86
360 ONE 0.83
Cholaman.Inv.&Fn 0.77
UltraTech Cem. 0.74
Samvardh. Mothe. 0.72
P I Industries 0.72
SBI Life Insuran 0.71
Polycab India 0.70
PB Fintech. 0.69
Apollo Hospitals 0.69
Shriram Finance 0.68
Tata Steel 0.65
Hind.Aeronautics 0.64
Sona BLW Precis. 0.61
Tech Mahindra 0.57
Sun Pharma.Inds. 0.55
Adani Ports 0.54
Bajaj Finserv 0.54
R R Kabel 0.53
Bharat Electron 0.51
Vedanta Aluminiu 0.47
CG Power & Ind 0.47
Hindalco Inds. 0.47
Multi Comm. Exc. 0.46
Phoenix Mills 0.46
Netweb Technol. 0.44
TCS 0.42
Info Edg.(India) 0.41
Cummins India 0.41
Container Corpn. 0.41
Indian Hotels Co 0.39
Pidilite Inds. 0.35
Asian Paints 0.35
Shadowfax Techno 0.34
Divi's Lab. 0.33
Travel Food 0.32
Eicher Motors 0.32
HDFC Life Insur. 0.31
PG Electroplast 0.30
Vedanta 0.29
H P C L 0.28
IndusInd Bank 0.27
FSN E-Commerce 0.26
Motherson Wiring 0.26
Hind. Unilever 0.26
Angel One 0.25
ICICI Lombard 0.24
Lenskart Solut. 0.24
B P C L 0.24
Indus Towers 0.24
Cipla 0.19
Coforge 0.19
ITC 0.18
Ambuja Cements 0.18
Azad Engineering 0.17
Life Insurance 0.16
Canara HSBC 0.16
Voltas 0.16
SBI Funds Mgt. 0.16
Shree Cement 0.15
Atul 0.15
GE Vernova T&D 0.14
A B B 0.14
Cams Services 0.14
Jindal Steel 0.14
O N G C 0.12
Neuland Labs. 0.12
NHPC Ltd 0.11
Mankind Pharma 0.10
Jubilant Food. 0.10
Mphasis 0.10
Hyundai Motor I 0.08
JSW Steel 0.07
Max Healthcare 0.07
Max Financial 0.07
V-Guard Industri 0.06
Havells India 0.06
Dr Reddy's Labs 0.05
Vedanta Power 0.04
Torrent Pharma. 0.03
Grasim Inds 0.03
LTM 0.03
Sundaram Finance 0.02
Muthoot Finance 1.51
Cholaman.Inv.&Fn 0.94
Bharti Telecom 0.70
N A B A R D 0.48
Tata Capital 0.46
Bajaj Finance 0.33
Godrej Industrie 0.33
Vedanta 0.27
ICICI Home Fin 0.27
Yes Bank 0.26
JM Finan. Credit 0.20
Tyger Capital 0.20
Adani Enterp. 0.17
TVS Credit Serv. 0.15
Bamboo Hotel 0.13
Oberoi Realty 0.13
HDFC Bank 0.13
Baha.Chand.Inv. 0.13
Manappuram Fin. 0.13
Adani Power 0.13
AAVAS Financiers 0.10
Torrent Power 0.07
Godrej Propert. 0.07
Mankind Pharma 0.02
Tata Capital 0.23
GSEC 1.07
GSEC 1.05
GSEC 0.86
GSEC 0.78
Madhya Pradesh 0.48
UTTAR PRADESH 0.26
Rajasthan 0.26
Andhra Pradesh 0.24
Rajasthan 0.20
Maharashtra 0.17
Rajasthan 0.16
Rajasthan 0.14
Himachal Pradesh 0.13
Rajasthan 0.13
Tamil Nadu 0.13
Madhya Pradesh 0.13
Maharashtra 0.13
MAHARASHTRA 0.13
Maharashtra 0.13
Telangana 0.12
Madhya Pradesh 0.09
GSEC 0.09
Telangana 0.08
Rajasthan 0.08
Haryana 0.06
Telangana 0.05
Andhra Pradesh 0.05
Haryana 0.04
Haryana 0.04
Karnataka 0.04
Uttar Pradesh 0.03
Haryana 0.03
Odisha 0.02
west bengal 0.02
Maharashtra 0.02
Uttar Pradesh 0.00
GSEC 0.00
TBILL-91D 0.73
TBILL-364D 0.35
TBILL-182D 0.05
TREPS 4.49
India Universal Trust AL2 0.50
India Universal Trust AL1 0.25
Net CA & Others 0.18
TVS Motor Co. 0.09
Cash Margin - Derivatives 0.26
HDFC Bank 1.68
S I D B I 0.32
Punjab Natl.Bank 0.32
Union Bank (I) 0.32
Bank of Baroda 0.26
E X I M Bank 0.16
Nifty 50 Index Put Option 0.05
Hind. Unilever 0.00
Larsen & Toubro 0.00
Interglobe Aviat 0.00
Infosys 0.00
Maruti Suzuki 0.00
Reliance Industr 0.00
Embassy Off.REIT 2.83
Mindspace Busine 0.52
Brookfield India 0.35
Nexus Select 0.07
Altius Telecom 0.18
Indus Inf. Trust 0.07
RaajMarg Infra 0.01
Samvardh. Mothe. 0.33
Asset Allocation
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MERCHANT BANKING REGISTRATION NO : NM000011575
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