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Nippon India Balanced Advantage Fund vs Edelweiss 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 Average Very High
Asset Size (Cr) ₹8282 Cr ₹12238 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

Trailing Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month -0.8% 1.45%
6 Month 1.98% -0.99%
1 Year 12.89% 4.76%
3 Year 11.83% 11.55%
5 Year 12.32% 15.28%

SIP Return Analysis

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - 1.4%
1 Year 8.2% -0.68%
3 Year 14.52% 11.61%
5 Year 13.96% 11.95%

Rolling Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 14.38% 9.77%
3 Year 11.8% 11.52%
5 Year 12.32% 11.23%

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% 8.045%
Sharp 0.79% 0.5%
Beta 0.86% -
Alpha 2.82% -

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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
Funds Managed 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 41.92 27.12
Large Cap 51.08 52.16
Mid Cap 11.66 13.82
Small Cap 7.54 6.9

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 41.92 27.05
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 - 4.13
Utilities - 4.53
Technology - 10.12
Consumer Cyclical - 9.99
Industrials - 3.8
Financial Services - 21.21
Consumer Defensive - 5.86
Basic Materials - 2.38
Healthcare - 7.32
Communication Services - 2.28
Real Estate - 1.34

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