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) | ₹12696 Cr | ₹3161 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 |
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 | 1.21% | 0.81% |
6 Month | 3.75% | 3.78% |
1 Year | 3.92% | 7.05% |
3 Year | 14.55% | 15.79% |
5 Year | 15.17% | 13.56% |
SIP Return Analysis
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.33% | 4.88% |
1 Year | 9.07% | 9.11% |
3 Year | 13.03% | 15.45% |
5 Year | 12.53% | 13.57% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.54% | 8.75% |
3 Year | 11.43% | 10.38% |
5 Year | 11.32% | 9.89% |
Risk Management
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.31% | 7.80% |
Sharp | 0.96% | 1.16% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 21.4 | 35.01 |
Large Cap | 57.72 | 56.8 |
Mid Cap | 14.08 | 4.89 |
Small Cap | 6.81 | 3.3 |
Sector Allocation
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 21.16 | 32.9 |
Energy | 5.46 | 8.07 |
Utilities | 4.05 | 2.05 |
Technology | 7.94 | 7.41 |
Consumer Cyclical | 7.94 | 6.89 |
Industrials | 4.71 | 6.03 |
Financial Services | 26.61 | 22.09 |
Healthcare | 7.42 | 4.75 |
Consumer Defensive | 6.35 | 3.22 |
Basic Materials | 4.7 | 3.59 |
Real Estate | 0.84 | 0.33 |
Communication Services | 2.83 | 2.67 |
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