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Aditya Birla Sun Life Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹8617 Cr | ₹13239 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 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.04% | 1.04% |
| 6 Month | 4.16% | 4.6% |
| 1 Year | 7.84% | 4.6% |
| 3 Year | 12.47% | 11.86% |
| 5 Year | 11.86% | 12.4% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.88% | 3.13% |
| 1 Year | 13.37% | 12.22% |
| 3 Year | 12.55% | 11.2% |
| 5 Year | 11.88% | 11.16% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.48% | 9.2% |
| 3 Year | 11.73% | 11.71% |
| 5 Year | 11.68% | 11.5% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.32% | 8.00% |
| Sharp | 0.76% | 0.65% |
| Beta | 1.06% | 1.13% |
| Alpha | 0.72% | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 14.98 | 23.07 |
| Large Cap | 47.96 | 56.28 |
| Mid Cap | 10.89 | 14.37 |
| Small Cap | 10.6 | 6.28 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.16 | 19.18 |
| Telecom - Services | 1.23 | - |
| Petroleum Products | 2.9 | - |
| IT - Software | 8.33 | - |
| Construction | 1.53 | - |
| Pharmaceuticals & Biotechnology | 3.27 | - |
| Non - Ferrous Metals | 1.49 | - |
| Insurance | 3.27 | - |
| Banks | 15.93 | - |
| Realty | 3.69 | - |
| Healthcare Services | 0.76 | - |
| Cement & Cement Products | 0.97 | - |
| Aerospace & Defense | 0.02 | - |
| Electrical Equipment | 0.83 | - |
| Auto Components | 3.54 | - |
| Chemicals & Petrochemicals | 1.43 | - |
| Automobiles | 1.79 | - |
| Personal Products | 1.82 | - |
| Leisure Services | 0.48 | - |
| Agricultural Food & other Products | 0.66 | - |
| Industrial Products | 1.49 | - |
| Finance | 4.7 | - |
| IT - Services | 0.05 | - |
| Consumer Services | 0.31 | - |
| Diversified FMCG | 1.01 | - |
| Consumer Durables | 2.4 | - |
| Transport Infrastructure | 1.17 | - |
| Retailing | 1.15 | - |
| Beverages | 1.62 | - |
| Diversified Metals | 0.83 | - |
| Oil | 0.44 | - |
| Power | 2.23 | - |
| Fertilizers & Agrochemicals | 1.02 | - |
| Capital Markets | 0.46 | - |
| Ferrous Metals | 1.45 | - |
| Energy | - | 4.81 |
| Utilities | - | 3.04 |
| Technology | - | 9.05 |
| Consumer Cyclical | - | 10.64 |
| Industrials | - | 6.55 |
| Financial Services | - | 27.51 |
| Basic Materials | - | 4.95 |
| Healthcare | - | 6.22 |
| Consumer Defensive | - | 3.62 |
| Real Estate | - | 0.53 |
| Communication Services | - | 3.91 |
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