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
| 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 | -2.23% | -2.29% |
| 6 Month | 5.54% | 8.69% |
| 1 Year | 17.17% | 25.2% |
| 3 Year | 11.68% | 11.23% |
| 5 Year | 12.9% | 12.17% |
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.69% | - |
| 1 Year | 13% | 20.18% |
| 3 Year | 14.89% | 18.08% |
| 5 Year | 14.67% | 15.14% |
| 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 | 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 |
| Healthcare | 2.52 | 5.51 |
| Services | 0.29 | 1.28 |
| Energy | 4.88 | 7.6 |
| Consumer Staples | 3.44 | 3.53 |
| Automobile | 10.24 | 6.85 |
| Construction | 2.71 | 3.68 |
| Materials | 1.78 | 1.96 |
| Technology | 4.16 | 4.95 |
| Consumer Discretionary | 0.71 | - |
| Metals & Mining | 0.4 | 1.01 |
| Communication | 2.98 | 4.05 |
| Sovereign | 12.61 | 11.61 |
| Capital Goods | 0.8 | 4.12 |
| Insurance | 0.12 | 2.43 |
| Chemicals | 1.24 | 2.54 |
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