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Axis Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare

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tortoise-icon ICICI Prudential Balanced Advantage Fund - Growth

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Fund ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹63787 Cr ₹3161 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 30 Dec 2006 01 Aug 2017
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate Index NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 16% 24%
Expense Ratio 1.44 2
Manager Sharmila D'mello Hardik Shah
ISIN Code INF109K01BH2 INF846K01A52
Exits Load ICICI Prudential Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month 1.84% 1.2%
6 Month 5.87% 2.83%
1 Year 9.88% 7.88%
3 Year 14.91% 16.32%
5 Year 15.66% 13.87%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month 6.65% 5.22%
1 Year 13.38% 9.31%
3 Year 14.66% 15.97%
5 Year 13.83% 13.85%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 11% 8.75%
3 Year 11.81% 10.38%
5 Year 12.45% 9.89%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 4.42% 8.06%
Sharp 1.25% 0.99%
Beta 0.73% -
Alpha 2.55% -

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Fund Managers

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Name Sharmila D'mello Hardik Shah
Total AUM ₹354743 Cr ₹0 Cr
Funds Managed 35 12
ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 33.83 35.01
Large Cap 59.14 56.8
Mid Cap 5.93 4.89
Small Cap 1.09 3.3

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 29.51 32.9
Communication Services 2.83 2.67
Energy 4.38 8.07
Industrials 6.28 6.03
Technology 6.16 7.41
Basic Materials 4.73 3.59
Consumer Defensive 4.81 3.22
Financial Services 19.58 22.09
Real Estate 3.9 0.33
Healthcare 2.94 4.75
Consumer Cyclical 13.28 6.89
Utilities 1.59 2.05

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