Edelweiss Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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tortoise-icon 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 Very High Very High
Asset Size (Cr) ₹7484 Cr ₹10203 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 1.77 1.7
Manager Ashutosh Bhargava Rahul Dedhia
ISIN Code INF204K01596 INF754K01285
Exits Load For more than 10% of investments 1% will be charged if redeemed within 12 month/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 3.64% 3.33%
6 Month 11.89% 13.04%
1 Year 25.62% 25.83%
3 Year 13.28% 13.97%
5 Year 13% 16.02%

SIP Return Analysis

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 10.75% 11.59%
3 Year 24.88% 26.05%
5 Year 43.32% 48.37%

Rolling Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 13.6% 15.85%
3 Year 33.64% 37.08%
5 Year 46.21% 51.45%

Risk Management

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 0.87% 0.84%
Beta 0.76% 0.93%
Alpha 3.02% 3.19%

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Fund Managers

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

Market Cap

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 24.97 21.37
Large Cap 50.08 56.06
Mid Cap 10.11 9.03
Small Cap 2.14 3.01

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 11.62 17.38
Financial 27.5 24.14
Technology 5.05 4.66
Energy 6.09 9.3
Communication 4.27 2.95
Consumer Staples 6.86 3.96
Sovereign 6.38 2.27
Construction 2.11 3.56
Automobile 5 6.09
Metals & Mining 2.52 2.56
Materials 0.86 2.32
Services 1.66 2.94
Capital Goods 3.94 2.16
Textiles 0.6 0.32
Consumer Discretionary 0.56 -
Healthcare 1.79 3.69
Diversified 0.49 -
Chemicals - 0.82
Insurance - 0.35

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