- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹65711 Cr | ₹3489 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 | 2.8% | 1.78% |
| 6 Month | 11.79% | 7.8% |
| 1 Year | 6.7% | 2.27% |
| 3 Year | 13.49% | 13.92% |
| 5 Year | 14.57% | 13.26% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.85% | 1.77% |
| 1 Year | 13.59% | 6.76% |
| 3 Year | 13.54% | 13.5% |
| 5 Year | 12.97% | 12.39% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.92% | 8.63% |
| 3 Year | 11.85% | 10.55% |
| 5 Year | 12.5% | 10.25% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 7.64% |
| Sharp | 1.19% | 0.76% |
| Beta | 0.1% | - |
| Alpha | 6.05% | - |
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 | 35.44 | 36.15 |
| Large Cap | 58.07 | 55.89 |
| Small Cap | 1.29 | 2.53 |
| Mid Cap | 5.2 | 5.43 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.88 | 30.96 |
| Communication Services | 3.24 | 2.21 |
| Energy | 4.02 | 6.94 |
| Technology | 6.61 | 8.11 |
| Industrials | 6.13 | 7.49 |
| Financial Services | 18.53 | 21.75 |
| Basic Materials | 4.44 | 3.62 |
| Consumer Defensive | 4.95 | 4.16 |
| Real Estate | 4.54 | 1.05 |
| Healthcare | 2.75 | 5.4 |
| Consumer Cyclical | 13.24 | 5.81 |
| Utilities | 1.68 | 2.51 |
Top Comparisons
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns21.68%
Canara Robeco Infrastructure Fund - Regular Plan - Growth Option
3Y Returns24.15%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns12.21%
Franklin India Balanced Advantage Fund- Growth
3Y Returns13.25%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns17.28%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.55%
Baroda BNP Paribas Money Market Fund-Regular Plan - Growth
3Y Returns7.14%
