⚖ 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
+2.7%
+3.2%↑ best
3 Months
-2.6%
-2.3%↑ best
6 Months
-0.7%
+2.3%↑ best
1 Year
-2.9%
+2.5%↑ best
3 Years
+10.6%
+10.7%↑ best
5 Years
+12.7%↑ best
+9.7%
7 Years
+14.4%↑ best
+11.1%
10 Years
+13.5%↑ best
+10.5%
Inception
+13.1%↑ best
+10.9%
📉 Risk Metrics
Volatility
10.3%
6.9%
Max Drawdown
-9.7%
-7.5%
Return/Risk
1.03
1.54
🏅 Category Peer-Rank
Rank by 3Y Return
#6 of 29
#5 of 29
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹97,110
₹2,890
→
3Y
₹1,35,400
+₹35,400
→
5Y
₹1,81,811
+₹81,811
1Y
₹1,02,540
+₹2,540
→
3Y
₹1,35,584
+₹35,584
→
5Y
₹1,58,577
+₹58,577
📊 Portfolio Overlap & Structure
Portfolio Overlap
36%
overlap
37.5%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
68.5%
75.9%
Mid Cap Equity
12.6%
7.0%
Small Cap Equity
10.3%
4.4%
Debt / Cash / Other
8.6%
12.7%
🏢 Top Sectors per Fund
Top Sector Allocation
24.9%
9.6%
9.5%
8.8%
6.0%
19.5%
13.6%
9.5%
9.4%
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.