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ICICI Prudential Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
ICICI Prudential Balanced Advantage Fund - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Balanced Advantage Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹60347 Cr | ₹12238 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 30 Dec 2006 | 20 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 1.48 | 1.69 |
| Manager | Sharmila D'mello | Rahul Dedhia |
| ISIN Code | INF109K01BH2 | INF754K01285 |
| 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 | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.2% | -3.47% |
| 6 Month | -3.55% | -7.5% |
| 1 Year | 5.98% | 2.54% |
| 3 Year | 12.48% | 10.98% |
| 5 Year | 13.27% | 13.81% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.62% | -5.44% |
| 1 Year | -1.3% | -8.1% |
| 3 Year | 10.66% | 9.16% |
| 5 Year | 12.05% | 10.81% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.12% | 9.77% |
| 3 Year | 11.79% | 11.52% |
| 5 Year | 12.39% | 11.23% |
Risk Management
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 4.42% | 8.045% |
| Sharp | 0.89% | 0.5% |
| Beta | 0.66% | - |
| Alpha | 2.86% | - |
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Fund Managers
| Scheme Name | ICICI Prudential Balanced Advantage Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Rahul Dedhia |
| Total AUM | ₹354743 Cr | ₹31988 Cr |
| Fund Manage | 35 | 10 |
| ICICI Prudential Balanced Advantage Fund - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 46.97528 | 27.12029 |
| Large Cap | 59.86394 | 52.15813 |
| Mid Cap | 5.82503 | 13.82189 |
| Small Cap | 1.00085 | 6.8997 |
Sector Allocation
| Scheme Name |
ICICI Prudential Balanced Advantage Fund - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 46.78899 | 27.04801 |
| Energy | 3.89721 | 4.12715 |
| Industrials | 5.37436 | 3.79926 |
| Technology | 6.61587 | 10.12428 |
| Consumer Cyclical | 14.24982 | 9.98634 |
| Basic Materials | 4.8819 | 2.37508 |
| Financial Services | 19.4754 | 21.21087 |
| Consumer Defensive | 5.14766 | 5.86356 |
| Healthcare | 2.81698 | 7.31508 |
| Real Estate | 0.09051 | 1.34114 |
| Communication Services | 2.32951 | 2.27666 |
| Utilities | 1.99689 | 4.53258 |
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