Nippon India Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Invest Now

tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Invest Now

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 -2.52% -3.66%
6 Month 4.78% 3.64%
1 Year 19.39% 19.64%
3 Year 10.95% 10.38%
5 Year 12.33% 14.58%

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 13.47% 12.52%
3 Year 15.27% 15.2%
5 Year 14.39% 14.98%

Rolling Lumpsum Returns

Scheme Name Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 14.38% 9.63%
3 Year 11.8% 11.61%
5 Year 12.32% 11.18%

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 0.7% 0.8%
Beta 0.87% 0.25%
Alpha 2.66% 3.73%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

WhiteOak Capital Multi Cap Fund - Regular (G) WhiteOak Capital Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Edelweiss Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.25%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.25%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns19.04%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns15.09%

Compare Now

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns19.27%

VS

Tata Large & Mid Cap Fund- Regular Plan - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

3Y Returns15.48%

Compare Now
Request call back
Add to Cart Successfully