Edelweiss Balanced Advantage Fund vs Aditya Birla Sun Life 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)	₹7710 Cr	₹12238 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	0.57%	0.4%
6 Month	4.23%	0.16%
1 Year	9.06%	4.43%
3 Year	15.61%	14.98%
5 Year	15.84%	15.74%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	5.96%	4.64%
1 Year	10.07%	4.54%
3 Year	13.8%	12.04%
5 Year	12.73%	11.96%

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	11.28%	9.54%
3 Year	11.48%	11.43%
5 Year	11.23%	11.32%

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%	8.045%
Sharp	0.96%	0.5%
Beta	1%	-
Alpha	1.01%	-

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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	26.23	27.12
Large Cap	51.42	52.16
Mid Cap	16.21	13.82
Small Cap	4.68	6.9

Scheme Name	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	22.03	27.05
Telecom - Services	1.8	-
Petroleum Products	4.74	-
Electrical Equipment	1.39	-
IT - Software	5.61	-
Cement & Cement Products	2.04	-
Personal Products	2.18	-
Construction	1.44	-
Finance	4.16	-
Retailing	2.88	-
Banks	15.59	-
Pharmaceuticals & Biotechnology	3.7	-
Non - Ferrous Metals	1.61	-
Realty	2.58	-
Healthcare Services	0.89	-
Aerospace & Defense	0.36	-
Auto Components	3.28	-
Ferrous Metals	1.58	-
Transport Infrastructure	2.02	-
Automobiles	1.67	-
Industrial Products	1.81	-
Insurance	3.04	-
Diversified FMCG	1.04	-
Consumer Durables	1.65	-
Diversified Metals	0.69	-
Oil	0.58	-
Power	2.36	-
Fertilizers & Agrochemicals	0.66	-
Leisure Services	0.58	-
Metals & Minerals Trading	0.13	-
Consumable Fuels	0.27	-
Minerals & Mining	0.54	-
Transport Services	0.65	-
Chemicals & Petrochemicals	0.75	-
Beverages	2.24	-
Energy	-	4.13
Utilities	-	4.53
Technology	-	10.12
Consumer Cyclical	-	9.99
Industrials	-	3.8
Financial Services	-	21.21
Consumer Defensive	-	5.86
Basic Materials	-	2.38
Healthcare	-	7.32
Communication Services	-	2.28
Real Estate	-	1.34