Nippon India Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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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	Average	Very High
Asset Size (Cr)	₹8282 Cr	₹12238 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	1.69
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	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-0.8%	-3.47%
6 Month	1.98%	-7.5%
1 Year	12.89%	2.54%
3 Year	11.83%	10.98%
5 Year	12.32%	13.81%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	-5.44%
1 Year	8.2%	-8.1%
3 Year	14.52%	9.16%
5 Year	13.96%	10.81%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	14.38%	9.77%
3 Year	11.8%	11.52%
5 Year	12.32%	11.23%

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	6.21%	8.045%
Sharp	0.79%	0.5%
Beta	0.86%	-
Alpha	2.82%	-

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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

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	41.92	27.12029
Large Cap	51.08	52.15813
Mid Cap	11.66	13.82189
Small Cap	7.54	6.8997

Scheme Name	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	41.92	27.04801
Petroleum Products	2.38	-
IT - Software	7.22	-
Cement & Cement Products	1.12	-
IT - Services	0.27	-
Construction	2.1	-
Consumer Durables	2.52	-
Diversified FMCG	3.49	-
Banks	15.43	-
Automobiles	2.54	-
Aerospace & Defense	0.98	-
Electrical Equipment	1.62	-
Pharmaceuticals & Biotechnology	1.85	-
Ferrous Metals	0.52	-
Realty	1.82	-
Transport Infrastructure	2.16	-
Personal Products	1.61	-
Industrial Products	0.4	-
Telecom - Services	4.13	-
Insurance	2.85	-
Finance	1.76	-
Transport Services	0.46	-
Retailing	1.61	-
Power	3.35	-
Financial Technology (Fintech)	1.09	-
Healthcare Services	0.24	-
Auto Components	1.47	-
Diversified	0.55	-
Other Utilities	0.36	-
Beverages	1.42	-
Textiles & Apparels	0.74	-
Food Products	0.52	-
Leisure Services	1.7	-
Energy	-	4.12715
Utilities	-	4.53258
Technology	-	10.12428
Consumer Cyclical	-	9.98634
Industrials	-	3.79926
Financial Services	-	21.21087
Consumer Defensive	-	5.86356
Basic Materials	-	2.37508
Healthcare	-	7.31508
Communication Services	-	2.27666
Real Estate	-	1.34114