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

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon 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) ₹7427 Cr ₹12306 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 0.99% 1.84%
6 Month 5.78% 5.36%
1 Year 17.66% 18.72%
3 Year 11.54% 11.89%
5 Year 13.03% 15.54%

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 - -
1 Year 13.89% 12.94%
3 Year 15.28% 15.95%
5 Year 14.25% 15.29%

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 11.31% 9.63%
3 Year 11.5% 11.61%
5 Year 11.04% 11.18%

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% 7.27%
Sharp 0.68% 0.8%
Beta 0.11% 0.25%
Alpha 4.04% 3.73%

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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
Fund Manage 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 -0.81 21.37
Large Cap 56.11 56.06
Mid Cap 9.42 9.03
Small Cap 7.86 3.01

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others -0.81 17.38
Telecom - Services 2.73 -
Petroleum Products 4.63 -
Electrical Equipment 1.36 -
IT - Software 7.01 -
Cement & Cement Products 1.46 -
Personal Products 1.71 -
Construction 2.62 3.56
Banks 13.5 -
Diversified FMCG 2.84 -
Pharmaceuticals & Biotechnology 3.26 -
Non - Ferrous Metals 1.31 -
Realty 2.93 -
Healthcare Services 1.27 -
Aerospace & Defense 0.44 -
Auto Components 2.51 -
Ferrous Metals 0.78 -
Automobiles 2.73 -
Finance 4.47 -
Insurance 1.24 0.35
Industrial Products 0.47 -
Consumer Durables 1.89 -
Transport Infrastructure 2.27 -
Retailing 1.47 -
Diversified Metals 0.28 -
Oil 0.66 -
Power 3.16 -
Fertilizers & Agrochemicals 0.3 -
Metals & Minerals Trading 0.46 -
Consumable Fuels 0.94 -
Minerals & Mining 0.46 -
Transport Services 0.68 -
Chemicals & Petrochemicals 0.44 -
Leisure Services 0.31 -
Beverages 0.8 -
Energy - 9.3
Automobile - 6.09
Textiles - 0.32
Healthcare - 3.69
Financial - 24.14
Technology - 4.66
Metals & Mining - 2.56
Capital Goods - 2.16
Materials - 2.32
Services - 2.94
Sovereign - 2.27
Consumer Staples - 3.96
Chemicals - 0.82
Communication - 2.95

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