Nippon India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8282 Cr | ₹2547 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 15 Nov 2004 | 01 Aug 2017 |
| 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% | 24% |
| Expense Ratio | 1.76 | 2.01 |
| Manager | Ashutosh Bhargava | Hardik Shah |
| ISIN Code | INF204K01596 | INF846K01A52 |
| Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./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 | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.9% | 1.2% |
| 6 Month | 3.03% | 5.36% |
| 1 Year | 13.93% | 18.86% |
| 3 Year | 12.03% | 12.26% |
| 5 Year | 12.42% | 12.28% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.93% | 14.35% |
| 3 Year | 14.42% | 17.2% |
| 5 Year | 13.94% | 14.68% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.38% | 7.63% |
| 3 Year | 11.8% | 9.65% |
| 5 Year | 12.32% | 8.02% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 6.21% | 7.39% |
| Sharp | 0.79% | 0.89% |
| Beta | 0.86% | 0.98% |
| Alpha | 2.82% | 2.31% |
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| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Ashutosh Bhargava | Hardik Shah |
| Total AUM | ₹121448 Cr | ₹0 Cr |
| Fund Manage | 12 | 12 |
| Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 41.92 | 18.35 |
| Large Cap | 51.08 | 53.62 |
| Mid Cap | 11.66 | 8.15 |
| Small Cap | 7.54 | 6.52 |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 41.92 | 18.35 |
| Petroleum Products | 2.38 | 4.54 |
| IT - Software | 7.22 | 6.38 |
| Cement & Cement Products | 1.12 | 1.08 |
| IT - Services | 0.27 | 0.08 |
| Construction | 2.1 | 2.97 |
| Consumer Durables | 2.52 | 0.22 |
| Diversified FMCG | 3.49 | 0.66 |
| Banks | 15.43 | 14.48 |
| Automobiles | 2.54 | 5.31 |
| Aerospace & Defense | 0.98 | 0.99 |
| Electrical Equipment | 1.62 | 0.79 |
| Pharmaceuticals & Biotechnology | 1.85 | 4.91 |
| Ferrous Metals | 0.52 | 0.19 |
| Realty | 1.82 | 0.45 |
| Transport Infrastructure | 2.16 | - |
| Personal Products | 1.61 | 0.77 |
| Industrial Products | 0.4 | 0.71 |
| Telecom - Services | 4.13 | 2.46 |
| Insurance | 2.85 | 2.9 |
| Finance | 1.76 | 4.42 |
| Transport Services | 0.46 | 0.03 |
| Retailing | 1.61 | 0.65 |
| Power | 3.35 | 2.35 |
| Financial Technology (Fintech) | 1.09 | - |
| Healthcare Services | 0.24 | 1.63 |
| Auto Components | 1.47 | 0.45 |
| Diversified | 0.55 | - |
| Other Utilities | 0.36 | - |
| Beverages | 1.42 | 0.53 |
| Textiles & Apparels | 0.74 | - |
| Food Products | 0.52 | 0.04 |
| Leisure Services | 1.7 | 0.56 |
| Capital Markets | - | 0.02 |
| Non - Ferrous Metals | - | 0.77 |
| Gas | - | 0.14 |
| Agricultural Food & other Products | - | 0.64 |
| Diversified Metals | - | 0.46 |
| Oil | - | 0.54 |
| Chemicals & Petrochemicals | - | 1.32 |
| Household Products | - | 0.73 |
| Consumable Fuels | - | 0.87 |
| Fertilizers & Agrochemicals | - | 0.8 |
| Industrial Manufacturing | - | 1.45 |
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