Axis Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹58543 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 TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 16% | 24% |
Expense Ratio | 1.47 | 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 |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.5% | 1.45% |
6 Month | 9.91% | 14.11% |
1 Year | 22.49% | 30.3% |
3 Year | 13.65% | 13.03% |
5 Year | 14.87% | 13.14% |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 9.74% | 12.57% |
3 Year | 24.56% | 26.75% |
5 Year | 44.49% | 41.86% |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.04% | 12.56% |
3 Year | 34.6% | 32.12% |
5 Year | 46.27% | 45.81% |
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 4.42% | 7.39% |
Sharp | 1.46% | 0.89% |
Beta | 0.59% | 0.98% |
Alpha | 4.31% | 2.31% |
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Get Free Experts GuidanceScheme 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 |
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 20.3 | 35.88 |
Large Cap | 53.94 | 51.36 |
Mid Cap | 4.87 | 7.43 |
Small Cap | 0.42 | 5.34 |
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 17.86 | 9.94 |
Financial | 12.79 | 28.95 |
Automobile | 10.24 | 6.85 |
Sovereign | 12.61 | 11.61 |
Technology | 4.16 | 4.95 |
Consumer Staples | 3.44 | 3.53 |
Construction | 2.71 | 3.68 |
Energy | 4.88 | 7.6 |
Communication | 2.98 | 4.05 |
Healthcare | 2.52 | 5.51 |
Materials | 1.78 | 1.96 |
Metals & Mining | 0.4 | 1.01 |
Chemicals | 1.24 | 2.54 |
Consumer Discretionary | 0.71 | - |
Capital Goods | 0.8 | 4.12 |
Services | 0.29 | 1.28 |
Insurance | 0.12 | 2.43 |
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