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
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 | 2.88% | 3.31% |
6 Month | -3.36% | -4.36% |
1 Year | 6.79% | 9.8% |
3 Year | 11.48% | 12.15% |
5 Year | 18.36% | 14.58% |
SIP Return Analysis
Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.2% | -0.37% |
1 Year | 2.25% | 2.96% |
3 Year | 11.86% | 14.76% |
5 Year | 12.65% | 13.17% |
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 | 0.8% | 0.607% |
Beta | 0.68% | - |
Alpha | 2.59% | - |
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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 | 46.98 | 34.05 |
Large Cap | 59.86 | 56.4 |
Mid Cap | 5.83 | 5.5 |
Small Cap | 1 | 4.04 |
Sector Allocation
Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 46.79 | 32.81 |
Energy | 3.9 | 7.7 |
Industrials | 5.37 | 5.28 |
Technology | 6.62 | 6.58 |
Consumer Cyclical | 14.25 | 7.77 |
Basic Materials | 4.88 | 3.97 |
Financial Services | 19.48 | 21.88 |
Consumer Defensive | 5.15 | 2.51 |
Healthcare | 2.82 | 5.99 |
Real Estate | 0.09 | 0.43 |
Communication Services | 2.33 | 3.08 |
Utilities | 2 | 1.99 |
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