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 | 0.19% | 1.38% |
| 6 Month | 6.77% | 10.26% |
| 1 Year | 16.62% | 25.5% |
| 3 Year | 12.68% | 12.7% |
| 5 Year | 12.95% | 12.57% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.69% | - |
| 1 Year | 10.01% | 15.14% |
| 3 Year | 14.24% | 17.2% |
| 5 Year | 14.38% | 14.75% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.04% | 7.63% |
| 3 Year | 11.77% | 9.65% |
| 5 Year | 12.33% | 8.02% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 4.42% | 7.39% |
| Sharp | 1.02% | 0.89% |
| Beta | 0.65% | 0.98% |
| Alpha | 3.72% | 2.31% |
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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 |
| 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 | 10.31 | 35.88 |
| Small Cap | 2.56 | 5.34 |
| Large Cap | 59.12 | 51.36 |
| Mid Cap | 8.3 | 7.43 |
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.31 | 9.94 |
| Cement & Cement Products | 1.69 | - |
| Petroleum Products | 2.6 | - |
| Electrical Equipment | 0.11 | - |
| IT - Software | 6.18 | - |
| IT - Services | 0.12 | - |
| Construction | 2.75 | 3.68 |
| Finance | 2.82 | - |
| Consumer Durables | 1.6 | - |
| Diversified FMCG | 3.87 | - |
| Non - Ferrous Metals | 0.87 | - |
| Banks | 13.57 | - |
| Units of Real Estate Investment Trust (REITs) | 2.76 | - |
| Pharmaceuticals & Biotechnology | 2.81 | - |
| Leisure Services | 0.26 | - |
| Automobiles | 8.71 | - |
| Auto Components | 2.3 | - |
| Ferrous Metals | 0.59 | - |
| Units of Infrastructure Investment Trusts | 0.3 | - |
| Chemicals & Petrochemicals | 0.42 | - |
| Transport Services | 1.07 | - |
| Insurance | 1.75 | 2.43 |
| Capital Markets | 1.19 | - |
| Retailing | 3.44 | - |
| Realty | 0.08 | - |
| Oil | 0.52 | - |
| Food Products | 0.97 | - |
| Industrial Products | 1.09 | - |
| Telecom - Services | 1.53 | - |
| Healthcare Services | 0.24 | - |
| Fertilizers & Agrochemicals | 0.72 | - |
| Beverages | 0.13 | - |
| Power | 2.35 | - |
| Transport Infrastructure | 0.2 | - |
| Textiles & Apparels | 0.1 | - |
| Gas | 0.01 | - |
| Commercial Services & Supplies | 0.12 | - |
| Industrial Manufacturing | 0.14 | - |
| Chemicals | - | 2.54 |
| Technology | - | 4.95 |
| Consumer Staples | - | 3.53 |
| Financial | - | 28.95 |
| Automobile | - | 6.85 |
| Materials | - | 1.96 |
| Energy | - | 7.6 |
| Capital Goods | - | 4.12 |
| Metals & Mining | - | 1.01 |
| Sovereign | - | 11.61 |
| Healthcare | - | 5.51 |
| Services | - | 1.28 |
| Communication | - | 4.05 |
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