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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) | ₹36558 Cr | ₹12792 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 | -0.99% | -0.89% |
| 6 Month | 6.89% | 8.45% |
| 1 Year | 1.69% | -1.79% |
| 3 Year | 12.89% | 11.75% |
| 5 Year | - | 13.12% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.37% | 0.19% |
| 1 Year | 3.36% | 2.5% |
| 3 Year | 10.99% | 9.97% |
| 5 Year | - | 10.7% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.22% | 9.41% |
| 3 Year | 13.24% | 11.57% |
| 5 Year | - | 11.37% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.18% | 8.14% |
| Sharp | 1.11% | 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 | 33.35 | 21.88 |
| Large Cap | 55.67 | 57.12 |
| Mid Cap | 7.54 | 14.88 |
| Small Cap | 3.44 | 6.13 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.17 | 18.78 |
| Energy | 8.89 | 5.59 |
| Technology | 4.42 | 8.14 |
| Basic Materials | 5.33 | 4.38 |
| Consumer Defensive | 4.49 | 5.64 |
| Industrials | 5.42 | 6.18 |
| Consumer Cyclical | 6.59 | 8.95 |
| Financial Services | 17.42 | 25.67 |
| Real Estate | 4.12 | 0.88 |
| Healthcare | 3.63 | 8.89 |
| Communication Services | 3.32 | 3.12 |
| Utilities | 6.19 | 3.78 |
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