neutral
2h agoICICI Prudential Balanced Advantage Fund – Dynamic Asset Allocation Hybrid
The ICICI Prudential Balanced Advantage Fund is a dynamic asset allocation (balanced advantage) scheme combining equities, debt and low‑risk securities. With an AUM near ₹66,750 crore and expense ratio ~1.44%, it allocates ~67% equities (43.96% large‑cap, 9.47% mid‑cap) and ~21.5% debt as of October 2025.
The scheme’s 1‑year return is ~9.0% and since launch (~2006) it has delivered ~13.1% CAGR, versus the Balanced Advantage category average of ~10‑12%. Top equity holdings include large banks and utilities. Suitable for investors seeking equity upside with downside protection via rebalancing.
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neutral
2h agoICICI Prudential Balanced Advantage Fund – Dynamic Asset Allocation Hybrid
The ICICI Prudential Balanced Advantage Fund is a dynamic asset allocation (balanced advantage) scheme combining equities, debt and low‑risk securities. With an AUM near ₹66,750 crore and expense ratio ~1.44%, it allocates ~67% equities (43.96% large‑cap, 9.47% mid‑cap) and ~21.5% debt as of October 2025.
The scheme’s 1‑year return is ~9.0% and since launch (~2006) it has delivered ~13.1% CAGR, versus the Balanced Advantage category average of ~10‑12%. Top equity holdings include large banks and utilities. Suitable for investors seeking equity upside with downside protection via rebalancing.
Explore:Mutual Fund Tools
about 2 hours ago
1 min read
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ICICI Prudential Balanced Advantage Fund offers dynamic allocation (~67% equity/~21% debt) with ~13.1% long‑term CAGR vs ~10‑12% category norm.
The ICICI Prudential Balanced Advantage Fund is a dynamic asset allocation (balanced advantage) scheme combining equities, debt and low‑risk securities. With an AUM near ₹66,750 crore and expense ratio ~1.44%, it allocates ~67% equities (43.96% large‑cap, 9.47% mid‑cap) and ~21.5% debt as of October 2025.
The scheme’s 1‑year return is ~9.0% and since launch (~2006) it has delivered ~13.1% CAGR, versus the Balanced Advantage category average of ~10‑12%. Top equity holdings include large banks and utilities. Suitable for investors seeking equity upside with downside protection via rebalancing.
The ICICI Prudential Balanced Advantage Fund is a dynamic asset allocation (balanced advantage) scheme combining equities, debt and low‑risk securities. With an AUM near ₹66,750 crore and expense ratio ~1.44%, it allocates ~67% equities (43.96% large‑cap, 9.47% mid‑cap) and ~21.5% debt as of October 2025.
The scheme’s 1‑year return is ~9.0% and since launch (~2006) it has delivered ~13.1% CAGR, versus the Balanced Advantage category average of ~10‑12%. Top equity holdings include large banks and utilities. Suitable for investors seeking equity upside with downside protection via rebalancing.
Companies:
ICICI Prudential Mutual Fund
ICICI Bank
Tags:
mutual_funds
balanced advantage
mutual_funds
balanced advantage
hybrid fund
ICICI Prudential
India
Nov 7, 2025 • 15:25 IST