Aditya Birla Sun Life Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7267 Cr | ₹11715 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 25 Apr 2000 | 20 Aug 2009 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | 81% |
| Expense Ratio | 1.79 | 1.7 |
| Manager | Lovelish Solanki | Rahul Dedhia |
| ISIN Code | INF084M01AB8 | INF754K01285 |
| Exits Load | Exit load of 0.25%, if redeemed within 7 days./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.34% | 1.64% |
| 6 Month | 15.33% | 12.89% |
| 1 Year | 22.71% | 27.65% |
| 3 Year | 12.17% | 13.4% |
| 5 Year | 14.34% | 16.98% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.37% | 11.59% |
| 3 Year | 23.8% | 26.05% |
| 5 Year | 42.23% | 48.37% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.79% | 15.85% |
| 3 Year | 32.93% | 37.08% |
| 5 Year | 45.24% | 51.45% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 6.2% | 7.27% |
| Sharp | 0.78% | 0.93% |
| Beta | 0.89% | 0.95% |
| Alpha | 2.26% | 2.64% |
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| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Lovelish Solanki | Rahul Dedhia |
| Total AUM | ₹14756 Cr | ₹31988 Cr |
| Fund Manage | 2 | 10 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.54 | 21.37 |
| Large Cap | 47.16 | 56.06 |
| Mid Cap | 7.19 | 9.03 |
| Small Cap | 3.17 | 3.01 |
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 18.04 | 17.38 |
| Capital Goods | 1.95 | 2.16 |
| Financial | 19.29 | 24.14 |
| Consumer Staples | 5.1 | 3.96 |
| Automobile | 4.27 | 6.09 |
| Materials | 2.42 | 2.32 |
| Healthcare | 2.88 | 3.69 |
| Energy | 6.43 | 9.3 |
| Consumer Discretionary | 1.45 | - |
| Metals & Mining | 1.68 | 2.56 |
| Technology | 4.01 | 4.66 |
| Communication | 4.11 | 2.95 |
| Services | 0.28 | 2.94 |
| Construction | 2.06 | 3.56 |
| Sovereign | 6.39 | 2.27 |
| Chemicals | 0.25 | 0.82 |
| Diversified | 0.45 | - |
| Textiles | - | 0.32 |
| Insurance | - | 0.35 |
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