Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

Overview

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 High Very High
Asset Size (Cr) ₹7239 Cr ₹12238 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 23 May 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 1.8 1.69
Manager Lovelish Solanki Rahul Dedhia
ISIN Code INF084M01AB8 INF754K01285
Exits Load Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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 Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 5.34% 4.84%
6 Month -4.29% -6.44%
1 Year 10.24% 6.36%
3 Year 11.73% 10.77%
5 Year 16.95% 16.85%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month 0.31% -1.38%
1 Year 2.16% -2.81%
3 Year 12.26% 11.32%
5 Year 12.19% 12.01%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 11.38% 9.77%
3 Year 11.47% 11.52%
5 Year 11.16% 11.23%

Risk Management

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% 8.045%
Sharp 0.49% 0.5%
Beta 0.94% -
Alpha 1.14% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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
Funds Managed 2 10
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 35.45 27.12
Large Cap 46.21 52.16
Mid Cap 14.07 13.82
Small Cap 4.27 6.9

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 30.05 27.05
Communication Services 1.9 2.28
Energy 6.22 4.13
Industrials 9.12 3.8
Technology 6.36 10.12
Basic Materials 6.73 2.38
Consumer Defensive 4.34 5.86
Financial Services 19.46 21.21
Consumer Cyclical 6.79 9.99
Healthcare 4.44 7.32
Real Estate 2.03 1.34
Utilities 2.55 4.53

Top Comparisons

PGIM India Corporate Bond Fund - Growth PGIM India Corporate Bond Fund - Growth

3Y Returns6.18%

VS

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns5.91%

Compare Now

ICICI Prudential Debt Management Fund (FOF) - Growth ICICI Prudential Debt Management Fund (FOF) - Growth

3Y Returns7.35%

VS

ICICI Prudential Debt Management Fund (FOF) - Growth ICICI Prudential Debt Management Fund (FOF) - Growth

3Y Returns7.35%

Compare Now

Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option

3Y Returns5.15%

VS

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns8.22%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns18.62%

VS

Aditya Birla Sun Life MidCap Fund-Growth Aditya Birla Sun Life MidCap Fund-Growth

3Y Returns16.1%

Compare Now
Add to Cart Successfully