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Edelweiss Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹394 Cr | ₹12899 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Dec 2019 | 20 Aug 2009 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | % | 81% |
| Expense Ratio | 2.37 | 1.69 |
| Manager | Vikrant Mehta | Rahul Dedhia |
| ISIN Code | INF00XX01655 | INF754K01285 |
| Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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 | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.88% | 1.5% |
| 6 Month | 4.02% | 4.88% |
| 1 Year | 5.01% | 6.55% |
| 3 Year | 11.2% | 12.24% |
| 5 Year | 10.98% | 13.25% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.4% | 1.95% |
| 1 Year | 7.62% | 9.62% |
| 3 Year | 9.88% | 10.73% |
| 5 Year | 9.6% | 10.87% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.13% | 9.24% |
| 3 Year | 10.46% | 11.68% |
| 5 Year | 11.01% | 11.47% |
Risk Management
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 7.24% | 8.03% |
| Sharp | 0.66% | 0.69% |
| Beta | 0.96% | 1.13% |
| Alpha | -0.12% | -0.20% |
Fund Managers
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Vikrant Mehta | Rahul Dedhia |
| Total AUM | ₹698 Cr | ₹31988 Cr |
| Funds Managed | 8 | 10 |
| ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 43.84 | 24.5 |
| Large Cap | 42.99 | 55.37 |
| Small Cap | 6.96 | 6.11 |
| Mid Cap | 6.22 | 14.03 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 39.93 | 20.45 |
| Energy | 4.59 | 4.53 |
| Technology | 7.86 | 8.83 |
| Consumer Cyclical | 9.97 | 10.46 |
| Industrials | 3.72 | 6.38 |
| Financial Services | 20.69 | 26.87 |
| Healthcare | 2.96 | 6.59 |
| Consumer Defensive | 0.5 | 3.63 |
| Utilities | 2.91 | 3.12 |
| Basic Materials | 2.98 | 5.01 |
| Communication Services | 3.91 | 3.6 |
| Real Estate | - | 0.52 |
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