ICICI Prudential Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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ICICI Prudential Balanced Advantage Fund - Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	4.45%	3.79%
6 Month	0.33%	-3.94%
1 Year	10.23%	6.31%
3 Year	12.25%	10.55%
5 Year	16.62%	15.62%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	2.7%	0.4%
1 Year	5.92%	-1.31%
3 Year	12.88%	11.3%
5 Year	13.07%	11.8%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	11.05%	9.77%
3 Year	11.77%	11.52%
5 Year	12.39%	11.23%

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	4.42%	8.045%
Sharp	0.74%	0.5%
Beta	0.69%	-
Alpha	2.58%	-

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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
Funds Managed	35	10
	ICICI Prudential Balanced Advantage Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	50.87	27.12
Large Cap	59.33	52.16
Mid Cap	5.71	13.82
Small Cap	0.93	6.9

Scheme Name	ICICI Prudential Balanced Advantage Fund - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	50.61	27.05
Communication Services	2.6	2.28
Energy	3.73	4.13
Industrials	5.43	3.8
Technology	6.35	10.12
Consumer Cyclical	13.79	9.99
Basic Materials	4.97	2.38
Financial Services	19.55	21.21
Consumer Defensive	4.85	5.86
Healthcare	3.1	7.32
Real Estate	0.09	1.34
Utilities	1.76	4.53