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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 | 0.93% | 0.27% |
| 6 Month | 3.63% | 3.87% |
| 1 Year | 8.02% | 4.28% |
| 3 Year | 12.62% | 12.01% |
| 5 Year | 11.66% | 12.09% |
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 | 6.2% | 8.00% |
| Sharp | 0.89% | 0.65% |
| Beta | 1.09% | 1.13% |
| Alpha | 1.1% | - |
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 | 38.28 | 23.07 |
| Large Cap | 40.42 | 56.28 |
| Mid Cap | 12.77 | 14.37 |
| Small Cap | 8.53 | 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 | 27.55 | 19.18 |
| Communication Services | 1.23 | 3.91 |
| Energy | 3.34 | 4.81 |
| Technology | 8.78 | 9.05 |
| Industrials | 7.19 | 6.55 |
| Financial Services | 21.82 | 27.51 |
| Healthcare | 4.76 | 6.22 |
| Basic Materials | 7.05 | 4.95 |
| Real Estate | 3.68 | 0.53 |
| Consumer Cyclical | 6.85 | 10.64 |
| Consumer Defensive | 5.53 | 3.62 |
| Utilities | 2.23 | 3.04 |
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