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 High Very High
Asset Size (Cr) ₹60545 Cr ₹2323 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Dec 2006 07 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 1.46 2.03
Manager Sharmila D'mello Hardik Shah
ISIN Code INF109K01BH2 INF846K01A52
Exits Load Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month 0.69% 1.68%
6 Month 7.31% 10.59%
1 Year 17.21% 25.87%
3 Year 12.84% 12.8%
5 Year 13.05% 12.63%

SIP Return Analysis

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month 5.69% -
1 Year 10.01% 15.14%
3 Year 14.24% 17.2%
5 Year 14.38% 14.75%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 11.04% 7.63%
3 Year 11.77% 9.65%
5 Year 12.33% 8.02%

Risk Management

Scheme Name ICICI Prudential Balanced Advantage Fund - Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 4.42% 7.39%
Sharp 1.02% 0.89%
Beta 0.65% 0.98%
Alpha 3.72% 2.31%

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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
Fund Manage 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 10.31 35.88
Small Cap 2.56 5.34
Large Cap 59.12 51.36
Mid Cap 8.3 7.43

Sector Allocation

Scheme Name

ICICI Prudential Balanced Advantage Fund - Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 10.31 9.94
Cement & Cement Products 1.69 -
Petroleum Products 2.6 -
Electrical Equipment 0.11 -
IT - Software 6.18 -
IT - Services 0.12 -
Construction 2.75 3.68
Finance 2.82 -
Consumer Durables 1.6 -
Diversified FMCG 3.87 -
Non - Ferrous Metals 0.87 -
Banks 13.57 -
Units of Real Estate Investment Trust (REITs) 2.76 -
Pharmaceuticals & Biotechnology 2.81 -
Leisure Services 0.26 -
Automobiles 8.71 -
Auto Components 2.3 -
Ferrous Metals 0.59 -
Units of Infrastructure Investment Trusts 0.3 -
Chemicals & Petrochemicals 0.42 -
Transport Services 1.07 -
Insurance 1.75 2.43
Capital Markets 1.19 -
Retailing 3.44 -
Realty 0.08 -
Oil 0.52 -
Food Products 0.97 -
Industrial Products 1.09 -
Telecom - Services 1.53 -
Healthcare Services 0.24 -
Fertilizers & Agrochemicals 0.72 -
Beverages 0.13 -
Power 2.35 -
Transport Infrastructure 0.2 -
Textiles & Apparels 0.1 -
Gas 0.01 -
Commercial Services & Supplies 0.12 -
Industrial Manufacturing 0.14 -
Chemicals - 2.54
Technology - 4.95
Consumer Staples - 3.53
Financial - 28.95
Automobile - 6.85
Materials - 1.96
Energy - 7.6
Capital Goods - 4.12
Metals & Mining - 1.01
Sovereign - 11.61
Healthcare - 5.51
Services - 1.28
Communication - 4.05

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