SBI Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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SBI Balanced Advantage Fund Regular Growth

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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	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)	₹39337 Cr	₹13411 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹250	₹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

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	1.04%	0.69%
6 Month	4.84%	4.48%
1 Year	10.05%	7.31%
3 Year	14.46%	12.89%
5 Year	-	12.32%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	2.91%	1.6%
1 Year	11.73%	9.45%
3 Year	12.26%	10.69%
5 Year	-	10.98%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	13.41%	9.16%
3 Year	13.32%	11.71%
5 Year	-	11.52%

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	6.18%	8.00%
Sharp	1.10%	0.65%
Beta	0.87%	1.13%
Alpha	2.79%	-

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

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	34.05	23.09
Large Cap	55.11	56.72
Mid Cap	7.37	13.97
Small Cap	3.47	6.22

Scheme Name	SBI Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	30.46	19.24
Energy	9.42	5.01
Industrials	4.31	6.74
Technology	4.49	8.62
Basic Materials	4.99	4.78
Consumer Defensive	4.35	3.93
Consumer Cyclical	6.83	10.7
Financial Services	19.87	27.73
Real Estate	3.33	0.46
Healthcare	3.6	6.17
Communication Services	2.61	3.89
Utilities	5.74	2.72