Axis Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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

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%

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%

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%

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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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

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

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