Axis Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Fund | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12306 Cr | ₹2547 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 20 Aug 2009 | 01 Aug 2017 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 81% | 24% |
Expense Ratio | 1.69 | 2.01 |
Manager | Rahul Dedhia | Hardik Shah |
ISIN Code | INF754K01285 | INF846K01A52 |
Exits Load | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | -2.41% | -1.29% |
6 Month | -4.36% | 0.15% |
1 Year | 6% | 12.84% |
3 Year | 9.7% | 11.93% |
5 Year | 13.34% | 11.3% |
SIP Return Analysis
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 1.04% | 7.98% |
3 Year | 12.18% | 15.64% |
5 Year | 12.78% | 13.66% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.77% | 8.22% |
3 Year | 11.52% | 9.95% |
5 Year | 11.23% | 8.8% |
Risk Management
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.27% | 7.39% |
Sharp | 0.8% | 0.89% |
Beta | 0.25% | 0.98% |
Alpha | 3.73% | 2.31% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Name | Rahul Dedhia | Hardik Shah |
Total AUM | ₹31988 Cr | ₹0 Cr |
Fund Manage | 10 | 12 |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 21.37 | 18.35 |
Large Cap | 56.06 | 53.62 |
Small Cap | 3.01 | 6.52 |
Mid Cap | 9.03 | 8.15 |
Sector Allocation
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 17.38 | 18.35 |
Energy | 9.3 | - |
Automobile | 6.09 | - |
Textiles | 0.32 | - |
Healthcare | 3.69 | - |
Financial | 24.14 | - |
Technology | 4.66 | - |
Construction | 3.56 | 2.97 |
Metals & Mining | 2.56 | - |
Capital Goods | 2.16 | - |
Materials | 2.32 | - |
Services | 2.94 | - |
Sovereign | 2.27 | - |
Consumer Staples | 3.96 | - |
Insurance | 0.35 | 2.9 |
Chemicals | 0.82 | - |
Communication | 2.95 | - |
Petroleum Products | - | 4.54 |
IT - Software | - | 6.38 |
Cement & Cement Products | - | 1.08 |
Personal Products | - | 0.77 |
Capital Markets | - | 0.02 |
Healthcare Services | - | 1.63 |
Banks | - | 14.48 |
Diversified FMCG | - | 0.66 |
Non - Ferrous Metals | - | 0.77 |
Pharmaceuticals & Biotechnology | - | 4.91 |
Aerospace & Defense | - | 0.99 |
Auto Components | - | 0.45 |
Electrical Equipment | - | 0.79 |
Automobiles | - | 5.31 |
Ferrous Metals | - | 0.19 |
Finance | - | 4.42 |
Gas | - | 0.14 |
IT - Services | - | 0.08 |
Agricultural Food & other Products | - | 0.64 |
Diversified Metals | - | 0.46 |
Oil | - | 0.54 |
Food Products | - | 0.04 |
Power | - | 2.35 |
Consumer Durables | - | 0.22 |
Industrial Products | - | 0.71 |
Chemicals & Petrochemicals | - | 1.32 |
Household Products | - | 0.73 |
Telecom - Services | - | 2.46 |
Consumable Fuels | - | 0.87 |
Fertilizers & Agrochemicals | - | 0.8 |
Industrial Manufacturing | - | 1.45 |
Transport Services | - | 0.03 |
Retailing | - | 0.65 |
Leisure Services | - | 0.56 |
Realty | - | 0.45 |
Beverages | - | 0.53 |
Top Comparisons
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns15.88%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns11.98%
Nippon India Dynamic Bond Fund-Growth Plan-Growth Option
3Y Returns6.39%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns6.29%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns12.84%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns16.89%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns8.99%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns8.85%