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) | ₹13047 Cr | ₹3342 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 | -1.89% | -1.32% |
6 Month | 5.46% | 4.98% |
1 Year | 0.62% | 4.04% |
3 Year | 12.47% | 13.99% |
5 Year | 14.11% | 13.14% |
SIP Return Analysis
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.73% | 2.21% |
1 Year | 4.15% | 5.17% |
3 Year | 11.5% | 14.27% |
5 Year | 11.66% | 12.94% |
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 | 22.7 | 36.84 |
Large Cap | 56.05 | 55.12 |
Mid Cap | 14.48 | 4.8 |
Small Cap | 6.77 | 3.25 |
Sector Allocation
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 19.75 | 32.21 |
Energy | 5.86 | 8.05 |
Utilities | 2.95 | 2.36 |
Technology | 8.67 | 7.29 |
Consumer Cyclical | 8.97 | 6.33 |
Healthcare | 8.2 | 4.45 |
Industrials | 5.68 | 6.68 |
Financial Services | 25.97 | 22 |
Consumer Defensive | 5.46 | 3.56 |
Basic Materials | 4.39 | 3.7 |
Real Estate | 0.83 | 0.64 |
Communication Services | 3.26 | 2.72 |
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