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ICICI Prudential Balanced Advantage Fund vs Axis 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 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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