Funds similar to ICICI Prudential Balanced Hybrid Fund Direct-Growth in the Hybrid: Balanced Hybrid category include UTI Retirement Fund Direct, UTI Childrens Hybrid Fund-Direct Plan, and SBI Balanced Hybrid Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

The category rank of ICICI Prudential Balanced Hybrid Fund Direct-Growth is shown in the Trailing Returns section above.

ICICI Prudential Balanced Hybrid Fund Direct-Growth has an expense ratio of 1.15%. The peers UTI Retirement Fund Direct has an expense ratio of 1.16% and UTI Childrens Hybrid Fund-Direct Plan has 1.51%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

ICICI Prudential Balanced Hybrid Fund Direct-Growth has an AUM of ₹219.41 crore. The peers UTI Retirement Fund Direct has an AUM of ₹4,578.02 crore and UTI Childrens Hybrid Fund-Direct Plan has ₹4,258.23 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Hybrid: Balanced Hybrid category on a 3-year basis is 360 ONE Balanced Hybrid Fund Direct-Growth with a CAGR of 9.86% as of 21 Oct 2026. ICICI Prudential Balanced Hybrid Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

The Sharpe ratio of ICICI Prudential Balanced Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.