Nippon India Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Axis Balanced Advantage Fund - Regular Plan - Growth

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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	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	Average	Very High Risk
Asset Size (Cr)	₹8282 Cr	₹2652 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
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	-0.8%	-1.26%
6 Month	1.98%	-2.24%
1 Year	12.89%	10.4%
3 Year	11.83%	11.77%
5 Year	12.32%	10.95%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	8.2%	2.68%
3 Year	14.52%	13.84%
5 Year	13.96%	12.75%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	14.38%	8.22%
3 Year	11.8%	9.95%
5 Year	12.32%	8.8%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	6.21%	7.81%
Sharp	0.79%	0.721%
Beta	0.86%	-
Alpha	2.82%	-

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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