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 | -3.3% | -3.78% |
| 6 Month | 5.92% | 3.51% |
| 1 Year | 18.59% | 19.49% |
| 3 Year | 10.38% | 10.31% |
| 5 Year | 12.37% | 14.53% |
| 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 | 14.17% | 12.52% |
| 3 Year | 14.84% | 15.2% |
| 5 Year | 14.06% | 14.98% |
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.31% | 9.63% |
| 3 Year | 11.5% | 11.61% |
| 5 Year | 11.04% | 11.18% |
| 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 | 0.6% | 0.8% |
| Beta | 0.92% | 0.25% |
| Alpha | 2.01% | 3.73% |
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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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