Aditya Birla Sun Life Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth 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	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹8157 Cr	₹12792 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹100	₹100
Launch Date	23 May 2000	20 Aug 2009
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 50+50 Moderate TRI	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	240%	81%
Expense Ratio	1.8	1.69
Manager	Lovelish Solanki	Rahul Dedhia
ISIN Code	INF084M01AB8	INF754K01285
Exits Load	Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./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	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	1.43%	2.1%
6 Month	10.41%	9.33%
1 Year	4.66%	-0.2%
3 Year	12.43%	11.49%
5 Year	13.89%	13.98%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	2.53%	2.56%
1 Year	10.66%	7.77%
3 Year	12.72%	11.18%
5 Year	11.95%	11.2%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	11.15%	9.41%
3 Year	11.52%	11.57%
5 Year	11.34%	11.37%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	6.2%	8.15%
Sharp	0.84%	0.55%
Beta	0.1%	-
Alpha	5.69%	-

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name	Lovelish Solanki	Rahul Dedhia
Total AUM	₹14756 Cr	₹31988 Cr
Funds Managed	2	10
	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	37.74	21.88
Large Cap	42.5	57.12
Mid Cap	12.73	14.88
Small Cap	7.03	6.13

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	29.34	18.78
Communication Services	1.25	3.12
Energy	3.71	5.59
Technology	7.26	8.14
Basic Materials	6.87	4.38
Industrials	7.56	6.18
Financial Services	22.35	25.67
Consumer Cyclical	6.46	8.95
Healthcare	4.08	8.89
Real Estate	3.01	0.88
Consumer Defensive	5.94	5.64
Utilities	2.17	3.78