⚖ HDFC Balanced Advantage Fund vs ICICI Prudential Balanced Advantage Fund
Abundance Financial Services · ARN-251838
FUND
HDFC Balanced Advantage Fund
HDFC Mutual Fund
ICICI Prudential Balanced Advantage Fund
ICICI Prudential Mutual Fund
📊 Returns Across All Time Horizons
1 Month
-2.1%↑ best
-2.5%
3 Months
-0.8%
+1.1%↑ best
6 Months
+3.5%
+6.4%↑ best
1 Year
-1.7%
+3.0%↑ best
3 Years
+10.4%
+10.5%↑ best
5 Years
+13.5%↑ best
+10.1%
7 Years
+15.1%↑ best
+11.6%
10 Years
+13.3%↑ best
+10.4%
Inception
+13.1%↑ best
+11.0%
📉 Risk Metrics
Volatility
10.3%
6.7%
Max Drawdown
-9.7%
-7.5%
Return/Risk
1.01
1.57
🏅 Category Peer-Rank
Rank by 3Y Return
#5 of 30
#4 of 30
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹98,340
₹1,660
→
3Y
₹1,34,630
+₹34,630
→
5Y
₹1,88,356
+₹88,356
1Y
₹1,02,960
+₹2,960
→
3Y
₹1,34,813
+₹34,813
→
5Y
₹1,61,417
+₹61,417
📊 Portfolio Overlap & Structure
Portfolio Overlap
34.7%
overlap
36.1%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
69.0%
75.1%
Mid Cap Equity
12.8%
7.5%
Small Cap Equity
9.7%
4.8%
Debt / Cash / Other
8.5%
12.6%
🏢 Top Sectors per Fund
Top Sector Allocation
25.3%
9.8%
9.2%
8.8%
6.1%
17.2%
13.1%
9.9%
9.2%
4.1%
Overall Leader: HDFC Balanced Advantage Fund
HDFC Balanced Advantage Fund by HDFC 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.