Edelweiss Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare

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ITI Balanced Advantage Fund Regular - Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund	ITI Balanced Advantage Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹378 Cr	₹12238 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2019	20 Aug 2009
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	2.37	1.69
Manager	Vikrant Mehta	Rahul Dedhia
ISIN Code	INF00XX01655	INF754K01285
Exits Load	ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 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

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	2.95%	4.84%
6 Month	-5.42%	-6.44%
1 Year	4.19%	6.36%
3 Year	9.01%	10.77%
5 Year	12.88%	16.85%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-1.92%	-1.38%
1 Year	-2.28%	-2.81%
3 Year	10.54%	11.32%
5 Year	10%	12.01%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	13.11%	9.77%
3 Year	10.01%	11.52%
5 Year	6.18%	11.23%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	7.494%	8.045%
Sharp	0.221%	0.5%
Beta	-	-
Alpha	-	-

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Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name	Vikrant Mehta	Rahul Dedhia
Total AUM	₹698 Cr	₹31988 Cr
Funds Managed	8	10
	ITI Balanced Advantage Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	35.82	27.12
Large Cap	54.6	52.16
Mid Cap	4.68	13.82
Small Cap	4.9	6.9

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	34.87	27.05
Communication Services	3.81	2.28
Energy	5.19	4.13
Industrials	4.19	3.8
Technology	8.86	10.12
Basic Materials	4.99	2.38
Financial Services	23.69	21.21
Healthcare	3.62	7.32
Consumer Cyclical	5.96	9.99
Consumer Defensive	2.65	5.86
Real Estate	0.32	1.34
Utilities	1.85	4.53