⚖ 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
-1.7%↑ best
-2.5%
3 Months
+1.1%
+1.1%↑ best
6 Months
+6.6%↑ best
+6.4%
1 Year
+2.8%
+3.0%↑ best
3 Years
+9.3%
+10.5%↑ best
5 Years
+8.0%
+10.1%↑ best
7 Years
+12.3%↑ best
+11.6%
10 Years
+10.6%↑ best
+10.4%
Inception
+10.2%
+11.0%↑ best
📉 Risk Metrics
Volatility
8.5%
6.7%
Max Drawdown
-10.9%
-7.5%
Return/Risk
1.09
1.57
🏅 Category Peer-Rank
Rank by 3Y Return
#10 of 30
#4 of 30
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹1,02,780
+₹2,780
→
3Y
₹1,30,503
+₹30,503
→
5Y
₹1,46,865
+₹46,865
1Y
₹1,02,960
+₹2,960
→
3Y
₹1,34,813
+₹34,813
→
5Y
₹1,61,417
+₹61,417
📊 Portfolio Overlap & Structure
Portfolio Overlap
43.5%
overlap
44.9%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
67.6%
75.1%
Mid Cap Equity
16.3%
7.5%
Small Cap Equity
7.2%
4.8%
Debt / Cash / Other
8.8%
12.6%
🏢 Top Sectors per Fund
Top Sector Allocation
23.6%
12.9%
12.9%
10.2%
6.7%
17.2%
13.1%
9.9%
9.2%
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.