Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹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-icons

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 DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns15.88%

VS

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns11.98%

Compare Now

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns6.39%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns6.29%

Compare Now

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns12.84%

VS

Parag Parikh Flexi Cap Fund Regular-Growth Parag Parikh Flexi Cap Fund Regular-Growth

3Y Returns16.89%

Compare Now

HDFC Equity Savings Fund - GROWTH PLAN HDFC Equity Savings Fund - GROWTH PLAN

3Y Returns8.99%

VS

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns8.85%

Compare Now
Add to Cart Successfully