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UTI vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon UTI Balanced Advantage Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
Fund Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹12238 Cr ₹2921 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 20 Aug 2009 10 Aug 2023
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 81% %
Expense Ratio 1.69 1.96
Manager Rahul Dedhia Sachin Trivedi
ISIN Code INF754K01285 INF789F1AYT7
Exits Load Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
1 Month 1.45% 2.49%
6 Month -0.99% 2.46%
1 Year 4.76% 10.36%
3 Year 11.55% -
5 Year 15.28% -

SIP Return Analysis

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
6 Month 1.4% 2.82%
1 Year -0.68% 5.81%
3 Year 11.61% -
5 Year 11.95% -

Rolling Lumpsum Returns

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
1 Year 9.77% 18.51%
3 Year 11.52% -
5 Year 11.23% -

Risk Management

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
Standard Deviation 8.045% -
Sharp 0.5% -
Beta - -
Alpha - -

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Fund Managers

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
Name Rahul Dedhia Sachin Trivedi
Total AUM ₹31988 Cr ₹7301 Cr
Funds Managed 10 3
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)

Market Cap

Scheme Name

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

UTI Balanced Advantage Fund - Regular (G)

Others 27.12 33.97
Large Cap 52.16 57.94
Small Cap 6.9 3.06
Mid Cap 13.82 5.03

Sector Allocation

Scheme Name

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

UTI Balanced Advantage Fund - Regular (G)

Others 27.05 33.97
Energy 4.13 3.89
Utilities 4.53 1.98
Technology 10.12 7.9
Consumer Cyclical 9.99 7.55
Industrials 3.8 3.95
Financial Services 21.21 23.86
Consumer Defensive 5.86 5.41
Basic Materials 2.38 4.18
Healthcare 7.32 2.41
Communication Services 2.28 4.72
Real Estate 1.34 0.2

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