Edelweiss Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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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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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	Average	Very High
Asset Size (Cr)	₹9317 Cr	₹12792 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	-0.8%	2.03%
6 Month	1.98%	9.97%
1 Year	12.89%	0.06%
3 Year	11.83%	12.17%
5 Year	12.32%	13.74%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	2.56%
1 Year	8.2%	7.77%
3 Year	14.52%	11.18%
5 Year	13.96%	11.2%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	14.38%	9.41%
3 Year	11.8%	11.57%
5 Year	12.32%	11.37%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	7.02%	8.15%
Sharp	0.66%	0.54%
Beta	0.86%	-
Alpha	2.82%	-

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
Funds Managed	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	23.18
Large Cap	51.08	56.22
Mid Cap	11.66	14.67
Small Cap	7.54	5.93

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	41.92	20.02
Petroleum Products	2.38	-
IT - Software	7.22	-
Cement & Cement Products	1.12	-
IT - Services	0.27	-
Construction	2.1	-
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	-
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	-	5.47
Utilities	-	4.03
Technology	-	7.96
Consumer Cyclical	-	9.4
Healthcare	-	8.36
Industrials	-	6.08
Financial Services	-	24.49
Consumer Defensive	-	5.18
Basic Materials	-	4.52
Real Estate	-	0.83
Communication Services	-	3.66