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 | ₹2323 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 15 Nov 2004 | 07 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 | 2.03 |
| 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 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.52% | -2.29% |
| 6 Month | 4.78% | 8.69% |
| 1 Year | 19.15% | 25.2% |
| 3 Year | 10.95% | 11.23% |
| 5 Year | 12.39% | 12.17% |
| Scheme Name | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 13.47% | 20.18% |
| 3 Year | 15.27% | 18.08% |
| 5 Year | 14.39% | 15.14% |
| 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 | 0.7% | 0.89% |
| Beta | 0.87% | 0.98% |
| Alpha | 2.66% | 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 | 24.97 | 35.88 |
| Large Cap | 50.08 | 51.36 |
| Mid Cap | 10.11 | 7.43 |
| Small Cap | 2.14 | 5.34 |
| Scheme Name |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.62 | 9.94 |
| Healthcare | 1.79 | 5.51 |
| Automobile | 5 | 6.85 |
| Financial | 27.5 | 28.95 |
| Capital Goods | 3.94 | 4.12 |
| Services | 1.66 | 1.28 |
| Technology | 5.05 | 4.95 |
| Communication | 4.27 | 4.05 |
| Metals & Mining | 2.52 | 1.01 |
| Consumer Discretionary | 0.56 | - |
| Textiles | 0.6 | - |
| Consumer Staples | 6.86 | 3.53 |
| Materials | 0.86 | 1.96 |
| Construction | 2.11 | 3.68 |
| Energy | 6.09 | 7.6 |
| Sovereign | 6.38 | 11.61 |
| Diversified | 0.49 | - |
| Insurance | - | 2.43 |
| Chemicals | - | 2.54 |
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