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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) | ₹13047 Cr | ₹3342 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 | -2.73% | -1.99% |
| 6 Month | 3.61% | 3.45% |
| 1 Year | -0.78% | 3.19% |
| 3 Year | 11.86% | 13.44% |
| 5 Year | 13.97% | 13.07% |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.73% | 2.21% |
| 1 Year | 4.15% | 5.17% |
| 3 Year | 11.5% | 14.27% |
| 5 Year | 11.66% | 12.94% |
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 | 8.31% | 7.80% |
| Sharp | 0.96% | 1.16% |
| Beta | - | - |
| Alpha | - | - |
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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 | 22.7 | 36.84 |
| Large Cap | 56.05 | 55.12 |
| Mid Cap | 14.48 | 4.8 |
| Small Cap | 6.77 | 3.25 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 19.75 | 32.21 |
| Energy | 5.86 | 8.05 |
| Utilities | 2.95 | 2.36 |
| Technology | 8.67 | 7.29 |
| Consumer Cyclical | 8.97 | 6.33 |
| Healthcare | 8.2 | 4.45 |
| Industrials | 5.68 | 6.68 |
| Financial Services | 25.97 | 22 |
| Consumer Defensive | 5.46 | 3.56 |
| Basic Materials | 4.39 | 3.7 |
| Real Estate | 0.83 | 0.64 |
| Communication Services | 3.26 | 2.72 |
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