SBI Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
SBI Balanced Advantage Fund - Regular Plan - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹31166 Cr | ₹11715 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 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 | 1.59 | 1.7 |
| Manager | Pradeep Kesavan | Rahul Dedhia |
| ISIN Code | INF200KA1Y40 | INF754K01285 |
| Exits Load | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.17% | 1.64% |
| 6 Month | 9.55% | 12.89% |
| 1 Year | 24.14% | 27.65% |
| 3 Year | - | 13.4% |
| 5 Year | - | 16.98% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.9% | 11.59% |
| 3 Year | 27.13% | 26.05% |
| 5 Year | 27.13% | 48.37% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.41% | 15.85% |
| 3 Year | 28.77% | 37.08% |
| 5 Year | 28.77% | 51.45% |
| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.13% | 7.27% |
| Sharp | - | 0.93% |
| Beta | - | 0.95% |
| Alpha | - | 2.64% |
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| Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Rahul Dedhia |
| Total AUM | ₹434274 Cr | ₹31988 Cr |
| Fund Manage | 43 | 10 |
| SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.95 | 21.37 |
| Large Cap | 53.08 | 56.06 |
| Mid Cap | 7.92 | 9.03 |
| Small Cap | 2.55 | 3.01 |
| Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 44.05 | 17.38 |
| Sovereign | 10.59 | 2.27 |
| Financial | 8.34 | 24.14 |
| Energy | 11.56 | 9.3 |
| Communication | 3.13 | 2.95 |
| Automobile | 1.94 | 6.09 |
| Metals & Mining | 3.2 | 2.56 |
| Construction | 0.74 | 3.56 |
| Technology | 2.35 | 4.66 |
| Healthcare | 2.28 | 3.69 |
| Consumer Staples | 1.45 | 3.96 |
| Capital Goods | 1.13 | 2.16 |
| Insurance | 2.02 | 0.35 |
| Services | 0.41 | 2.94 |
| Materials | 0.27 | 2.32 |
| Consumer Discretionary | 0.04 | - |
| Chemicals | - | 0.82 |
| Textiles | - | 0.32 |
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