Axis Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

Link copied to clipboard!

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Invest Now

Axis Balanced Advantage Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

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 Risk	Very High Risk
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

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-2.04%	-1.26%
6 Month	-6.2%	-2.24%
1 Year	4.34%	10.4%
3 Year	9.88%	11.77%
5 Year	13.2%	10.95%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-4.15%	2.68%
3 Year	10.28%	13.84%
5 Year	11.78%	12.75%

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%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	8.045%	7.81%
Sharp	0.5%	0.721%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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
Fund Manage	10	12
	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	21.37	18.35
Large Cap	56.06	53.62
Small Cap	3.01	6.52
Mid Cap	9.03	8.15

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	17.38	18.35
Energy	9.3	-
Automobile	6.09	-
Textiles	0.32	-
Healthcare	3.69	-
Financial	24.14	-
Technology	4.66	-
Construction	3.56	2.97
Metals & Mining	2.56	-
Capital Goods	2.16	-
Materials	2.32	-
Services	2.94	-
Sovereign	2.27	-
Consumer Staples	3.96	-
Insurance	0.35	2.9
Chemicals	0.82	-
Communication	2.95	-
Petroleum Products	-	4.54
IT - Software	-	6.38
Cement & Cement Products	-	1.08
Personal Products	-	0.77
Capital Markets	-	0.02
Healthcare Services	-	1.63
Banks	-	14.48
Diversified FMCG	-	0.66
Non - Ferrous Metals	-	0.77
Pharmaceuticals & Biotechnology	-	4.91
Aerospace & Defense	-	0.99
Auto Components	-	0.45
Electrical Equipment	-	0.79
Automobiles	-	5.31
Ferrous Metals	-	0.19
Finance	-	4.42
Gas	-	0.14
IT - Services	-	0.08
Agricultural Food & other Products	-	0.64
Diversified Metals	-	0.46
Oil	-	0.54
Food Products	-	0.04
Power	-	2.35
Consumer Durables	-	0.22
Industrial Products	-	0.71
Chemicals & Petrochemicals	-	1.32
Household Products	-	0.73
Telecom - Services	-	2.46
Consumable Fuels	-	0.87
Fertilizers & Agrochemicals	-	0.8
Industrial Manufacturing	-	1.45
Transport Services	-	0.03
Retailing	-	0.65
Leisure Services	-	0.56
Realty	-	0.45
Beverages	-	0.53