Edelweiss Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowEdelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowChart 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 | -0.07% | 1.64% |
6 Month | 12.8% | 12.89% |
1 Year | 23.56% | 27.65% |
3 Year | 11.42% | 13.4% |
5 Year | 14% | 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 | 0.81% | 0.93% |
Beta | 0.23% | 0.95% |
Alpha | 3.36% | 2.64% |
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Get Free Experts GuidanceScheme 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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