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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) | ₹13239 Cr | ₹3810 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 | -0.55% | -0.32% |
| 6 Month | 3.59% | 3.32% |
| 1 Year | 4.29% | 4.68% |
| 3 Year | 12.09% | 14% |
| 5 Year | 11.7% | 11.69% |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.44% | 2.31% |
| 1 Year | 11.68% | 10.02% |
| 3 Year | 10.96% | 12.92% |
| 5 Year | 10.98% | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.16% | 7.93% |
| 3 Year | 11.71% | 10.9% |
| 5 Year | 11.52% | 10.7% |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.00% | 7.47% |
| Sharp | 0.65% | 0.90% |
| Beta | 1.13% | 1.06% |
| Alpha | - | 1.82% |
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 | 23.09 | 35.01 |
| Large Cap | 56.72 | 57.06 |
| Mid Cap | 13.97 | 5.16 |
| Small Cap | 6.22 | 2.77 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.24 | 28.65 |
| Energy | 5.01 | 6.73 |
| Utilities | 2.72 | 2.18 |
| Technology | 8.62 | 9.23 |
| Consumer Cyclical | 10.7 | 7.12 |
| Industrials | 6.74 | 7.6 |
| Financial Services | 27.73 | 21.62 |
| Basic Materials | 4.78 | 3.51 |
| Healthcare | 6.17 | 5.03 |
| Consumer Defensive | 3.93 | 4.69 |
| Real Estate | 0.46 | 1.5 |
| Communication Services | 3.89 | 2.15 |
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