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) | ₹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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