Edelweiss Balanced Advantage Fund vs Nippon India 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 Very High Very High
Asset Size (Cr) ₹8282 Cr ₹11715 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 1.7
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 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./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 -3.17% -2.98%
6 Month 6.54% 8.79%
1 Year 23.43% 24.1%
3 Year 11.58% 11.22%
5 Year 12.87% 15.71%

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 Year 10.75% 11.59%
3 Year 24.88% 26.05%
5 Year 43.32% 48.37%

Rolling Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 13.21% 9.66%
3 Year 11.8% 11.65%
5 Year 12% 11.17%

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% 7.27%
Sharp 0.88% 0.8%
Beta 0.2% 0.25%
Alpha 3.93% 3.73%

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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
Fund Manage 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 24.97 21.37
Large Cap 50.08 56.06
Mid Cap 10.11 9.03
Small Cap 2.14 3.01

Sector Allocation

Scheme Name

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 11.62 17.38
Healthcare 1.79 3.69
Automobile 5 6.09
Financial 27.5 24.14
Capital Goods 3.94 2.16
Services 1.66 2.94
Technology 5.05 4.66
Communication 4.27 2.95
Metals & Mining 2.52 2.56
Consumer Discretionary 0.56 -
Textiles 0.6 0.32
Consumer Staples 6.86 3.96
Materials 0.86 2.32
Construction 2.11 3.56
Energy 6.09 9.3
Sovereign 6.38 2.27
Diversified 0.49 -
Insurance - 0.35
Chemicals - 0.82

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