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UTI vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
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) | ₹12792 Cr | ₹3000 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 | 2.03% | 2.08% |
| 6 Month | 9.97% | 9.58% |
| 1 Year | 0.06% | 3.54% |
| 3 Year | 12.17% | - |
| 5 Year | 13.74% | - |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.56% | 2.45% |
| 1 Year | 7.77% | 9.15% |
| 3 Year | 11.18% | - |
| 5 Year | 11.2% | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 9.41% | 10.61% |
| 3 Year | 11.57% | - |
| 5 Year | 11.37% | - |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 8.15% | - |
| Sharp | 0.54% | - |
| Beta | - | - |
| Alpha | - | - |
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 | 21.88 | 35.25 |
| Large Cap | 57.12 | 55.52 |
| Mid Cap | 14.88 | 5.06 |
| Small Cap | 6.13 | 4.17 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 18.78 | 31.78 |
| Energy | 5.59 | 4.59 |
| Utilities | 3.78 | 1.6 |
| Technology | 8.14 | 7.08 |
| Consumer Cyclical | 8.95 | 7.37 |
| Healthcare | 8.89 | 3.5 |
| Industrials | 6.18 | 4.49 |
| Financial Services | 25.67 | 25.52 |
| Consumer Defensive | 5.64 | 5.39 |
| Basic Materials | 4.38 | 4.19 |
| Real Estate | 0.88 | - |
| Communication Services | 3.12 | 4.48 |
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