What is the risk comparison between Nippon India Balanced Advantage Fund-Growth Plan-Growth Option and Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option?

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option is equally volatile than Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option. Choose a fund based on your risk tolerance and goals.

Which fund has a lower expense ratio, Nippon India Balanced Advantage Fund-Growth Plan-Growth Option or Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option?

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option has an expense ratio of 1.74% and Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option has 1.69%. Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option has a lower ratio, which means it can give better net returns.

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option or Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option: Which beats its benchmark more consistently?

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option has outperformed the benchmark more consistently with an average of 15.72% over 5 years than Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option with 17.46%. Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option has performed better against its benchmark.

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Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Dynamic Asset Allocationvery high Risk

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Dynamic Asset Allocationvery high Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

10.88 %

Expense Ratio

1.74 %

The trade-off:

Verdict Lock

Returns (5Y)

10.63 %

Expense Ratio

1.69 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

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METRICS

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Basic Overview

Current NAV

₹ 180.70

₹ 52.34

Benchmark

CRISIL Hybrid 50+50 Moderate Index

NIFTY 50 Hybrid Composite debt 50:50 Index

Fund Size (AUM)

₹9725 Cr

₹13376 Cr

Expense Ratio

1.74%

1.69%

Launch Date

15 Nov 2004

20 Aug 2009

SIP Returns

1 Year Return

8.17%

10.45%

3 Year Return

10.14%

10.17%

5 Year Return

10.74%

Since Inception

12.28%

11.51%

Trailing Returns

1 Month Return

-1.09%

-1.52%

3 Month Return

2.97%

4.24%

1 Year Return

7.32%

7.85%

3 Year Return

12.56%

12.69%

5 Year Return

10.88%

10.63%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

1.16

0.9

Beta

1.12

Sharpe Ratio

0.94

0.86

Standard Deviation

6.21

7.27

Investment & Taxes

Min SIP Amount

₹ 500

₹ 100

Min Lumpsum

₹ 100

Exit Load

Nippon India Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option3 /100

Outstanding protection during market downturns.

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option3 /100

More vulnerable during market declines.

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option3 /100

Outstanding protection during market downturns.

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option0.0%

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Nippon India Balanced Advantage Fund-Growth Plan-Growth Optionslow

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Optionslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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3Y Returns : 6.27% (p.a.)

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Nippon India Balanced Advantage Fund-Growth Plan-Growth Option had a 5-year average annual growth rate of 10.88%, while Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option's was 10.63%. Nippon India Balanced Advantage Fund-Growth Plan-Growth Option is better for long-term growth.