Edelweiss Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| 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) | ₹11715 Cr | ₹2323 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 20 Aug 2009 | 07 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 | 1.7 | 2.03 |
| Manager | Rahul Dedhia | Hardik Shah |
| ISIN Code | INF754K01285 | INF846K01A52 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.98% | 1.45% |
| 6 Month | 8.79% | 14.11% |
| 1 Year | 24.1% | 30.3% |
| 3 Year | 11.22% | 13.03% |
| 5 Year | 15.71% | 13.14% |
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.59% | 12.57% |
| 3 Year | 26.05% | 26.75% |
| 5 Year | 48.37% | 41.86% |
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.66% | 7.55% |
| 3 Year | 11.65% | 9.68% |
| 5 Year | 11.17% | 8.02% |
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 7.27% | 7.39% |
| Sharp | 0.8% | 0.89% |
| Beta | 0.25% | 0.98% |
| Alpha | 3.73% | 2.31% |
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| 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 | 35.88 |
| Large Cap | 56.06 | 51.36 |
| Small Cap | 3.01 | 5.34 |
| Mid Cap | 9.03 | 7.43 |
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.38 | 9.94 |
| Energy | 9.3 | 7.6 |
| Automobile | 6.09 | 6.85 |
| Textiles | 0.32 | - |
| Healthcare | 3.69 | 5.51 |
| Financial | 24.14 | 28.95 |
| Technology | 4.66 | 4.95 |
| Construction | 3.56 | 3.68 |
| Metals & Mining | 2.56 | 1.01 |
| Capital Goods | 2.16 | 4.12 |
| Materials | 2.32 | 1.96 |
| Services | 2.94 | 1.28 |
| Sovereign | 2.27 | 11.61 |
| Consumer Staples | 3.96 | 3.53 |
| Insurance | 0.35 | 2.43 |
| Chemicals | 0.82 | 2.54 |
| Communication | 2.95 | 4.05 |
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