Edelweiss Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Overview

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹8282 Cr	₹12306 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	15 Nov 2004	20 Aug 2009
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	334%	81%
Expense Ratio	1.76	1.69
Manager	Ashutosh Bhargava	Rahul Dedhia
ISIN Code	INF204K01596	INF754K01285
Exits Load	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	1.73%	1.6%
6 Month	6.22%	5.11%
1 Year	18.04%	18.43%
3 Year	12.42%	11.81%
5 Year	13.08%	15.5%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	14.44%	12.94%
3 Year	16.16%	15.95%
5 Year	14.86%	15.29%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	14.38%	9.63%
3 Year	11.8%	11.61%
5 Year	12.32%	11.18%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	6.21%	7.27%
Sharp	0.79%	0.8%
Beta	0.08%	0.25%
Alpha	4.8%	3.73%

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Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name	Ashutosh Bhargava	Rahul Dedhia
Total AUM	₹121448 Cr	₹31988 Cr
Fund Manage	12	10
	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	41.92	21.37
Large Cap	51.08	56.06
Mid Cap	11.66	9.03
Small Cap	7.54	3.01

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	41.92	17.38
Petroleum Products	2.38	-
IT - Software	7.22	-
Cement & Cement Products	1.12	-
IT - Services	0.27	-
Construction	2.1	3.56
Consumer Durables	2.52	-
Diversified FMCG	3.49	-
Banks	15.43	-
Automobiles	2.54	-
Aerospace & Defense	0.98	-
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	1.85	-
Ferrous Metals	0.52	-
Realty	1.82	-
Transport Infrastructure	2.16	-
Personal Products	1.61	-
Industrial Products	0.4	-
Telecom - Services	4.13	-
Insurance	2.85	0.35
Finance	1.76	-
Transport Services	0.46	-
Retailing	1.61	-
Power	3.35	-
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	-
Auto Components	1.47	-
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	-
Textiles & Apparels	0.74	-
Food Products	0.52	-
Leisure Services	1.7	-
Energy	-	9.3
Automobile	-	6.09
Textiles	-	0.32
Healthcare	-	3.69
Financial	-	24.14
Technology	-	4.66
Metals & Mining	-	2.56
Capital Goods	-	2.16
Materials	-	2.32
Services	-	2.94
Sovereign	-	2.27
Consumer Staples	-	3.96
Chemicals	-	0.82
Communication	-	2.95