Axis Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Fund | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12238 Cr | ₹2652 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 20 Aug 2009 | 01 Aug 2017 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | 81% | 24% |
Expense Ratio | 1.69 | 2 |
Manager | Rahul Dedhia | Hardik Shah |
ISIN Code | INF754K01285 | INF846K01A52 |
Exits Load | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.79% | 3.77% |
6 Month | -3.94% | -0.59% |
1 Year | 6.31% | 13.5% |
3 Year | 10.55% | 13.19% |
5 Year | 15.62% | 14.25% |
SIP Return Analysis
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.78% | -0.59% |
1 Year | -5.64% | 1.03% |
3 Year | 9.63% | 13.67% |
5 Year | 10.75% | 12.4% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 9.77% | 8.22% |
3 Year | 11.52% | 9.95% |
5 Year | 11.23% | 8.8% |
Risk Management
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 8.045% | 8.096% |
Sharp | 0.5% | 0.607% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Name | Rahul Dedhia | Hardik Shah |
Total AUM | ₹31988 Cr | ₹0 Cr |
Funds Managed | 10 | 12 |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 27.12 | 34.05 |
Large Cap | 52.16 | 56.4 |
Small Cap | 6.9 | 4.04 |
Mid Cap | 13.82 | 5.5 |
Sector Allocation
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 27.05 | 32.81 |
Energy | 4.13 | 7.7 |
Utilities | 4.53 | 1.99 |
Technology | 10.12 | 6.58 |
Consumer Cyclical | 9.99 | 7.77 |
Industrials | 3.8 | 5.28 |
Financial Services | 21.21 | 21.88 |
Consumer Defensive | 5.86 | 2.51 |
Basic Materials | 2.38 | 3.97 |
Healthcare | 7.32 | 5.99 |
Communication Services | 2.28 | 3.08 |
Real Estate | 1.34 | 0.43 |
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