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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) | ₹66751 Cr | ₹3591 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 | 1.72% | 2.68% |
| 6 Month | 6.73% | 4.13% |
| 1 Year | 9.78% | 5.88% |
| 3 Year | 13.22% | 14.02% |
| 5 Year | 14.71% | 13.1% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.47% | 0.06% |
| 1 Year | 10.4% | 4.24% |
| 3 Year | 12.06% | 11.56% |
| 5 Year | 12.13% | 11.43% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.85% | 8.43% |
| 3 Year | 11.89% | 10.68% |
| 5 Year | 12.54% | 10.45% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 5.46% | 7.49% |
| Sharp | 1.12% | 0.93% |
| Beta | 0.76% | 1.06% |
| Alpha | 2.27% | 1.60% |
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 | 34.29 | 35.01 |
| Large Cap | 59.24 | 56.65 |
| Small Cap | 1.37 | 2.51 |
| Mid Cap | 5.09 | 5.84 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.36 | 29.95 |
| Communication Services | 3.16 | 2.02 |
| Energy | 4.24 | 6.86 |
| Technology | 6.89 | 8.14 |
| Industrials | 6.33 | 7.02 |
| Financial Services | 18.73 | 22.29 |
| Basic Materials | 4.32 | 3.67 |
| Consumer Defensive | 4.67 | 4.2 |
| Real Estate | 4.84 | 1.37 |
| Healthcare | 2.69 | 5.28 |
| Consumer Cyclical | 14.07 | 6.85 |
| Utilities | 1.71 | 2.34 |
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