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Axis Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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