⚖ Edelweiss Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund
Abundance Financial Services · ARN-251838
FUND
Edelweiss Balanced Advantage Fund
Edelweiss Mutual Fund
ICICI Prudential Balanced Advantage Fund
ICICI Prudential Mutual Fund
📊 Returns Across All Time Horizons
1 Month
+3.1%
+3.2%↑ best
3 Months
-1.1%↑ best
-2.3%
6 Months
+2.2%
+2.3%↑ best
1 Year
+2.0%
+2.5%↑ best
3 Years
+10.0%
+10.7%↑ best
5 Years
+8.0%
+9.7%↑ best
7 Years
+11.6%↑ best
+11.1%
10 Years
+10.9%↑ best
+10.5%
Inception
+10.2%
+10.9%↑ best
📉 Risk Metrics
Volatility
8.7%
6.9%
Max Drawdown
-10.9%
-7.5%
Return/Risk
1.15
1.54
🏅 Category Peer-Rank
Rank by 3Y Return
#8 of 29
#5 of 29
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹1,02,010
+₹2,010
→
3Y
₹1,32,991
+₹32,991
→
5Y
₹1,47,205
+₹47,205
1Y
₹1,02,540
+₹2,540
→
3Y
₹1,35,584
+₹35,584
→
5Y
₹1,58,577
+₹58,577
📊 Portfolio Overlap & Structure
Portfolio Overlap
43.4%
overlap
44.8%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
67.1%
75.9%
Mid Cap Equity
14.8%
7.0%
Small Cap Equity
8.3%
4.4%
Debt / Cash / Other
9.8%
12.7%
🏢 Top Sectors per Fund
Top Sector Allocation
23.0%
12.7%
11.6%
8.9%
6.4%
19.5%
13.6%
9.5%
9.4%
4.1%
Overall Leader: ICICI Prudential Balanced Advantage Fund
ICICI Prudential Balanced Advantage Fund by ICICI Prudential Mutual Fund ranks highest across the metrics compared — weighted toward long-term consistency (5Y/7Y/10Y and Return/Risk count most, 1M/3M count least), averaged only over the periods each fund actually has data for so a newer fund isn't penalized for not existing that long.
Important Disclosure:This comparison is for informational and educational purposes only and does not constitute investment advice. Data sourced from AMFI (mutual funds) and SEBI-regulated SIF disclosures. Past performance is not indicative of future returns. Abundance Financial Services. Atin Kumar Agrawal · ARN-251838 · AMFI Registered Mutual Fund & SIF Distributor.