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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) | ₹12792 Cr | ₹3489 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 | 1.61% | 1.16% |
| 6 Month | 9.52% | 7.52% |
| 1 Year | -0.16% | 1.84% |
| 3 Year | 11.57% | 13.2% |
| 5 Year | 13.7% | 13.16% |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.56% | 1.77% |
| 1 Year | 7.77% | 6.76% |
| 3 Year | 11.18% | 13.5% |
| 5 Year | 11.2% | 12.39% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.41% | 8.63% |
| 3 Year | 11.57% | 10.55% |
| 5 Year | 11.37% | 10.25% |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.15% | 7.64% |
| Sharp | 0.54% | 0.76% |
| Beta | - | - |
| Alpha | - | - |
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 | 21.88 | 36.86 |
| Large Cap | 57.12 | 54.94 |
| Mid Cap | 14.88 | 5.37 |
| Small Cap | 6.13 | 2.84 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.78 | 32.11 |
| Energy | 5.59 | 7.26 |
| Utilities | 3.78 | 2.56 |
| Technology | 8.14 | 7.07 |
| Consumer Cyclical | 8.95 | 5.44 |
| Healthcare | 8.89 | 5.67 |
| Industrials | 6.18 | 7.13 |
| Financial Services | 25.67 | 22.96 |
| Consumer Defensive | 5.64 | 3.25 |
| Basic Materials | 4.38 | 3.57 |
| Real Estate | 0.88 | 0.57 |
| Communication Services | 3.12 | 2.4 |
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