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Edelweiss Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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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 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 ₹12792 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 2.81% 2.1%
6 Month 8.54% 9.33%
1 Year 2.05% -0.2%
3 Year 11.47% 11.49%
5 Year 11.42% 13.98%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month 2.85% 2.56%
1 Year 7.55% 7.77%
3 Year 10.96% 11.18%
5 Year 10.22% 11.2%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 11.21% 9.41%
3 Year 10.25% 11.57%
5 Year 10.85% 11.37%

Risk Management

Scheme Name ITI Balanced Advantage Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 7.45% 8.15%
Sharp 0.52% 0.54%
Beta - -
Alpha - -

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 44.33 21.88
Large Cap 40.57 57.12
Small Cap 9.31 6.13
Mid Cap 5.79 14.88

Sector Allocation

Scheme Name

ITI Balanced Advantage Fund Regular - Growth

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 39.93 18.78
Energy 4.29 5.59
Technology 7.09 8.14
Consumer Cyclical 9.74 8.95
Industrials 2.62 6.18
Financial Services 22.41 25.67
Healthcare 3.17 8.89
Consumer Defensive 1.39 5.64
Utilities 2.82 3.78
Basic Materials 3.28 4.38
Communication Services 3.26 3.12
Real Estate - 0.88

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