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Edelweiss Balanced Advantage Fund vs Axis 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) | ₹12899 Cr | ₹3591 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 | 2.24% | 2.68% |
| 6 Month | 6.01% | 4.13% |
| 1 Year | 5.16% | 5.88% |
| 3 Year | 12.37% | 14.02% |
| 5 Year | 14.07% | 13.1% |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.83% | 0.23% |
| 1 Year | 6.52% | 4.48% |
| 3 Year | 9.89% | 11.74% |
| 5 Year | 10.45% | 11.49% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.28% | 8.43% |
| 3 Year | 11.58% | 10.68% |
| 5 Year | 11.45% | 10.45% |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.03% | 7.49% |
| Sharp | 0.69% | 0.93% |
| Beta | 1.13% | 1.06% |
| Alpha | -0.20% | 1.60% |
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 | 24.5 | 35.01 |
| Large Cap | 55.37 | 56.65 |
| Mid Cap | 14.03 | 5.84 |
| Small Cap | 6.11 | 2.51 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.45 | 29.95 |
| Energy | 4.53 | 6.86 |
| Utilities | 3.12 | 2.34 |
| Technology | 8.83 | 8.14 |
| Consumer Cyclical | 10.46 | 6.85 |
| Healthcare | 6.59 | 5.28 |
| Industrials | 6.38 | 7.02 |
| Financial Services | 26.87 | 22.29 |
| Basic Materials | 5.01 | 3.67 |
| Consumer Defensive | 3.63 | 4.2 |
| Real Estate | 0.52 | 1.37 |
| Communication Services | 3.6 | 2.02 |
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