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SBI Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
SBI Balanced Advantage Fund Regular Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹37457 Cr | ₹12899 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 31 Aug 2021 | 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 | 39.82% | 81% |
| Expense Ratio | 1.57 | 1.69 |
| Manager | Pradeep Kesavan | Rahul Dedhia |
| ISIN Code | INF200KA1Y40 | INF754K01285 |
| Exits Load | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.41% | 1.52% |
| 6 Month | 6.28% | 7.48% |
| 1 Year | 5.77% | 3.12% |
| 3 Year | 14.33% | 12.91% |
| 5 Year | - | 14% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.66% | 2.68% |
| 1 Year | 9.16% | 10.66% |
| 3 Year | 11.94% | 11.6% |
| 5 Year | - | 11.47% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.41% | 9.28% |
| 3 Year | 13.32% | 11.58% |
| 5 Year | - | 11.45% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.14% | 8.01% |
| Sharp | 1.09% | 0.68% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Rahul Dedhia |
| Total AUM | ₹434274 Cr | ₹31988 Cr |
| Funds Managed | 43 | 10 |
| SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.24 | 24.5 |
| Large Cap | 55.38 | 55.37 |
| Mid Cap | 7.16 | 14.03 |
| Small Cap | 3.22 | 6.11 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.05 | 20.45 |
| Energy | 8.93 | 4.53 |
| Industrials | 4.65 | 6.38 |
| Technology | 4.23 | 8.83 |
| Basic Materials | 4.98 | 5.01 |
| Consumer Defensive | 4.44 | 3.63 |
| Consumer Cyclical | 6.84 | 10.46 |
| Financial Services | 18.29 | 26.87 |
| Real Estate | 3.94 | 0.52 |
| Healthcare | 3.41 | 6.59 |
| Communication Services | 3.36 | 3.6 |
| Utilities | 5.87 | 3.12 |
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