ICICI Prudential Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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ICICI Prudential Balanced Advantage Fund - Growth

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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)	₹65298 Cr	₹3342 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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-0.7%	-1.37%
6 Month	6.75%	4.1%
1 Year	5.99%	3.78%
3 Year	13.25%	13.92%
5 Year	14.8%	13.22%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	3.61%	2.21%
1 Year	9.55%	5.17%
3 Year	13.21%	14.27%
5 Year	12.98%	12.94%

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%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	4.42%	7.80%
Sharp	1.52%	1.16%
Beta	0.74%	-
Alpha	2.67%	-

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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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	36.04	36.84
Large Cap	56.58	55.12
Mid Cap	6.2	4.8
Small Cap	1.18	3.25

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	30.64	32.21
Communication Services	2.74	2.72
Energy	4.03	8.05
Industrials	6.17	6.68
Technology	6.32	7.29
Basic Materials	4.68	3.7
Financial Services	19.15	22
Consumer Defensive	4.77	3.56
Real Estate	4.31	0.64
Healthcare	2.93	4.45
Consumer Cyclical	12.51	6.33
Utilities	1.76	2.36