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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) | ₹33309 Cr | ₹12238 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 | 2.51% | 1.45% |
| 6 Month | 2.14% | -0.99% |
| 1 Year | 7.83% | 4.76% |
| 3 Year | 13.59% | 11.55% |
| 5 Year | - | 15.28% |
SIP Return Analysis
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.43% | 1.4% |
| 1 Year | 4.23% | -0.68% |
| 3 Year | 13.47% | 11.61% |
| 5 Year | - | 11.95% |
Rolling Lumpsum Returns
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.39% | 9.77% |
| 3 Year | 13.05% | 11.52% |
| 5 Year | - | 11.23% |
Risk Management
| Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.125% | 8.045% |
| Sharp | 0.986% | 0.5% |
| Beta | - | - |
| Alpha | - | - |
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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 | 33.72 | 27.12 |
| Large Cap | 54.7 | 52.16 |
| Mid Cap | 8.37 | 13.82 |
| Small Cap | 3.22 | 6.9 |
Sector Allocation
| Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 32.99 | 27.05 |
| Energy | 9.02 | 4.13 |
| Technology | 6.96 | 10.12 |
| Basic Materials | 3.21 | 2.38 |
| Consumer Defensive | 2.74 | 5.86 |
| Industrials | 6.47 | 3.8 |
| Financial Services | 16.32 | 21.21 |
| Healthcare | 4.19 | 7.32 |
| Consumer Cyclical | 5.56 | 9.99 |
| Communication Services | 3.6 | 2.28 |
| Utilities | 7.63 | 4.53 |
| Real Estate | 1.32 | 1.34 |
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