Ridi Finworld Logo
User

Compare Mutual Funds

logo

ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns 13.33%

logo

Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns 7.71%

Performance Chart

ICICI Prudential Balanced Advantage Fund - Growth

Kotak Corporate Bond Fund- Regular Plan-Growth Option

Overview

Scheme Name
ICICI Prudential Balanced Advantage Fund - Growth
Kotak Corporate Bond Fund- Regular Plan-Growth Option
Investment Plan
Growth
Growth
Level of Risk
Very High
Low to Moderate
Asset Size (Cr)
₹68450 Cr
₹18637 Cr
Min Investment
₹500
₹100
Min SIP Investment
₹500
₹100
Launch Date
30 Dec 2006
21 Sep 2007
Category
Dynamic Asset Allocation
Corporate Bond
Expense Ratio
1.44
0.68

Trailing Returns

Scheme Name
ICICI Prudential Balanced Advantage Fund - Growth
Kotak Corporate Bond Fund- Regular Plan-Growth Option
1 Month
1.24%
0.49%
6 Month
6.54%
2.50%
1 Year
10.56%
8.02%
3 Year
13.33%
7.71%
5 Year
13.29%
6.12%

SIP Returns

Scheme Name
ICICI Prudential Balanced Advantage Fund - Growth
Kotak Corporate Bond Fund- Regular Plan-Growth Option
6 Month
3.51%
1.67%
1 Year
15.34%
7.55%
3 Year
13.60%
8.07%

Risk

Scheme Name
ICICI Prudential Balanced Advantage Fund - Growth
Kotak Corporate Bond Fund- Regular Plan-Growth Option
Standard Deviation
4.42
1.00
Sharpe Ratio
1.26
-0.01
Beta
0.77
0.48
Alpha
2.73
0.01

Managers

Scheme Name
ICICI Prudential Balanced Advantage Fund - Growth
Kotak Corporate Bond Fund- Regular Plan-Growth Option
Name
Sharmila D'mello
Deepak Agrawal
Total AUM
₹354743 Cr
₹150749 Cr
Funds Managed
35
14

Market Cap

Scheme Name
ICICI Prudential Balanced Advantage Fund - Growth
Kotak Corporate Bond Fund- Regular Plan-Growth Option
Large Cap
58.15%
0%
Mid Cap
4.98%
0%
Small Cap
1.31%
0%
Others
35.56%
100.00%

Sectors

Scheme Name
ICICI Prudential Balanced Advantage Fund - Growth
Kotak Corporate Bond Fund- Regular Plan-Growth Option
Financial Services
17.95%
0%
Consumer Cyclical
13.66%
0%
Technology
7.25%
0%
Energy
4.44%
0%
Health
0%
0%
Others
0%
100.00%

Top Comparisons

VS

ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns 13.33%

Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns 7.71%

VS

HDFC Mid-Cap Opportunities Fund

3Y Returns 22.1%

Axis Bluechip Fund

3Y Returns 11.2%

VS

ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns 13.33%

HDFC Mid-Cap Opportunities Fund

3Y Returns 22.1%

VS

Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns 7.71%

Axis Bluechip Fund

3Y Returns 11.2%

Compare funds smarter and invest with confidence

Explore Other Popular Calculators

SIP Calculator

Easily calculate how much your SIP will grow and see how much you need to save to reach your goals.

Calculate Now

SWP Calculator

Calculate your total returns earned and the final value of your investment after your fixed withdrawal.

Calculate Now

Step-Up SIP Calculator

Calculate the future worth of your SIP investment by increasing SIP by a certain percentage on a regular basis.

Calculate Now

Frequently Ask Questions

FAQ Icon

Any Question?

You can ask anything you want to know

How long until we deliver your first blog post?

We usually deliver the first blog post within 5-7 business days after receiving your brief and content requirements.

Can I edit my blog post after delivery?

Yes, you can request edits and revisions to ensure your post matches your expectations perfectly.

Do you offer SEO optimization?

Absolutely! Each blog post is written with SEO best practices in mind, including meta tags, keyword optimization, and structure.

Can I cancel my subscription anytime?

Yes, you can cancel anytime through your dashboard. No long-term contracts or hidden fees.

Do you write for all industries?

We cover a wide range of industries, including tech, finance, education, lifestyle, and more.

Download one of India’s best wealth management apps

Stay ahead with the latest updates, insights, and events from Macat Megatrons. Manage your SIPs, track investments, and grow your wealth smartly - all in one place.

mobile
Ridit Finworld Logo

RIDIT FINWORLD

download_button
download_button