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ITI Balanced Advantage Fund Regular vs Edelweiss Balanced Advantage Fund 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) | ₹408 Cr | ₹13047 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 | -1.45% | -1.99% |
| 6 Month | 4.63% | 4.4% |
| 1 Year | 1.91% | -0.02% |
| 3 Year | 11.59% | 12.39% |
| 5 Year | 10.72% | 14.15% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.32% | 2.73% |
| 1 Year | 5.84% | 4.15% |
| 3 Year | 11.56% | 11.5% |
| 5 Year | 10.66% | 11.66% |
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 | 7.23% | 8.31% |
| Sharp | 0.86% | 0.96% |
| Beta | - | - |
| Alpha | - | - |
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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 | 37.93 | 22.7 |
| Large Cap | 47.57 | 56.05 |
| Small Cap | 8.76 | 6.77 |
| Mid Cap | 5.73 | 14.48 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.92 | 19.75 |
| Energy | 6.46 | 5.86 |
| Industrials | 2.64 | 5.68 |
| Technology | 11.02 | 8.67 |
| Consumer Cyclical | 9.37 | 8.97 |
| Financial Services | 23.8 | 25.97 |
| Healthcare | 3.11 | 8.2 |
| Consumer Defensive | 1.39 | 5.46 |
| Utilities | 2.24 | 2.95 |
| Basic Materials | 3.68 | 4.39 |
| Communication Services | 3.37 | 3.26 |
| Real Estate | - | 0.83 |
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