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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) ₹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

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 0.57% 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%

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 5.96% 4.64%
1 Year 10.07% 4.54%
3 Year 13.8% 12.04%
5 Year 12.73% 11.96%

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 11.28% 9.54%
3 Year 11.48% 11.43%
5 Year 11.23% 11.32%

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

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

Sector Allocation

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

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