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ICICI Prudential Balanced Advantage Fund vs Axis 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) | ₹60347 Cr | ₹2652 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 | 1.48 | 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 | 2.91% | 2.6% |
| 6 Month | 5.56% | 4.3% |
| 1 Year | 11.41% | 13.36% |
| 3 Year | 14.56% | 16.03% |
| 5 Year | 18.12% | 15.33% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.51% | 4.34% |
| 1 Year | 10.88% | 8.91% |
| 3 Year | 14.23% | 16.26% |
| 5 Year | 13.65% | 13.9% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.05% | 8.22% |
| 3 Year | 11.77% | 9.95% |
| 5 Year | 12.39% | 8.8% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 8.096% |
| Sharp | 1.1% | 0.607% |
| Beta | 0.72% | - |
| Alpha | 2.73% | - |
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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 | 10.99 | 34.05 |
| Large Cap | 61.05 | 56.4 |
| Mid Cap | 5.31 | 5.5 |
| Small Cap | 1.01 | 4.04 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.76 | 32.81 |
| Telecom - Services | 2.49 | - |
| Petroleum Products | 3.56 | - |
| Electrical Equipment | 0.15 | - |
| IT - Software | 5.85 | - |
| Cement & Cement Products | 1.65 | - |
| Construction | 2.92 | - |
| Ferrous Metals | 0.48 | - |
| Consumer Durables | 1.13 | - |
| Diversified FMCG | 2.16 | - |
| Non - Ferrous Metals | 0.72 | - |
| Banks | 14.62 | - |
| Realty | 3.18 | - |
| Pharmaceuticals & Biotechnology | 2.66 | - |
| Leisure Services | 0.2 | - |
| Automobiles | 8.81 | - |
| Aerospace & Defense | 0.01 | - |
| Auto Components | 2.02 | - |
| Chemicals & Petrochemicals | 0.51 | - |
| Finance | 2.35 | - |
| Insurance | 2.13 | - |
| Capital Markets | 1.1 | - |
| Retailing | 4.06 | - |
| Diversified Metals | 0.17 | - |
| Oil | 0.51 | - |
| Food Products | 1.09 | - |
| Industrial Products | 1.15 | - |
| Healthcare Services | 0.32 | - |
| Consumable Fuels | 0.2 | - |
| Fertilizers & Agrochemicals | 1.1 | - |
| Transport Services | 1.25 | - |
| Power | 1.76 | - |
| Transport Infrastructure | 0.18 | - |
| Commercial Services & Supplies | 0.11 | - |
| Energy | - | 7.7 |
| Industrials | - | 5.28 |
| Technology | - | 6.58 |
| Basic Materials | - | 3.97 |
| Consumer Defensive | - | 2.51 |
| Financial Services | - | 21.88 |
| Healthcare | - | 5.99 |
| Consumer Cyclical | - | 7.77 |
| Communication Services | - | 3.08 |
| Utilities | - | 1.99 |
| Real Estate | - | 0.43 |
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