Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Principal Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.28 L
5Y ago₹1.54 L
hybridDirect
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth
3Y ago₹1.41 L
5Y ago₹1.71 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Balanced Advantage Fu… | ICICI Prudential Balanced Advan… |
|---|---|---|
| Fund house | Principal Mutual Fund | ICICI Prudential Mutual Fund |
| Category | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage |
| Plan | Direct | Direct |
| Latest NAV | ₹27.87 | ₹89.13 |
| Assets managed (AUM) | — | — |
| 1M return | 0.40% | 0.21% |
| 6M return | 4.81% | 3.42% |
| 1Y return | 12.11% | 7.24% |
| 3Y CAGR | 8.61% | 12.17% |
| 5Y CAGR | 8.97% | 11.37% |
| Since inception CAGR | 10.22% | 12.70% |
| Bumpiness · 3Y (annualised σ) | 7.47 | 6.93 |
| Worst drop ever | -13.84% | -27.03% |
| Sharpe · 3Y (rf=6%) | 0.33 | 0.84 |