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Edelweiss Balanced Advantage Fund vs Aditya Birla Sun Life 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) | ₹8800 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 | 0.37% | -0.29% |
| 6 Month | 4.73% | 4.87% |
| 1 Year | 9.35% | 5.36% |
| 3 Year | 12.77% | 12.17% |
| 5 Year | 11.51% | 11.83% |
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 | 2.49% | 2.44% |
| 1 Year | 12.83% | 11.68% |
| 3 Year | 12.39% | 10.96% |
| 5 Year | 11.78% | 10.98% |
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 | 11.45% | 9.16% |
| 3 Year | 11.74% | 11.71% |
| 5 Year | 11.68% | 11.52% |
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 | 40.22 | 23.09 |
| Large Cap | 39.79 | 56.72 |
| Mid Cap | 12.62 | 13.97 |
| Small Cap | 7.37 | 6.22 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.2 | 19.24 |
| Communication Services | 1.22 | 3.89 |
| Energy | 3.41 | 5.01 |
| Technology | 8.52 | 8.62 |
| Industrials | 6.76 | 6.74 |
| Financial Services | 21.94 | 27.73 |
| Healthcare | 5.38 | 6.17 |
| Basic Materials | 6.73 | 4.78 |
| Real Estate | 3.45 | 0.46 |
| Consumer Cyclical | 7.24 | 10.7 |
| Consumer Defensive | 6.04 | 3.93 |
| Utilities | 2.11 | 2.72 |
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