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Edelweiss Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.63% | -2.04% |
| 6 Month | -3.19% | -6.2% |
| 1 Year | 3.03% | 4.34% |
| 3 Year | 7.95% | 9.88% |
| 5 Year | 5.84% | 13.2% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -1.93% | -4.26% |
| 3 Year | 10.19% | 10.12% |
| 5 Year | 9.8% | 11.57% |
Rolling Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.49% | 9.77% |
| 3 Year | 10.1% | 11.52% |
| 5 Year | 6.27% | 11.23% |
Risk Management
| 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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Fund Managers
| 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 |
| Fund Manage | 8 | 10 |
| ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.23 | 21.37 |
| Large Cap | 58.44 | 56.06 |
| Small Cap | 3.87 | 3.01 |
| Mid Cap | 3.53 | 9.03 |
Sector Allocation
| Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.23 | 17.38 |
| Telecom - Services | 3.76 | - |
| Petroleum Products | 4.6 | - |
| Electrical Equipment | 2.78 | - |
| IT - Software | 7.25 | - |
| Construction | 1.38 | 3.56 |
| Non - Ferrous Metals | 0.83 | - |
| Banks | 14.36 | - |
| Pharmaceuticals & Biotechnology | 2.75 | - |
| Ferrous Metals | 0.81 | - |
| Automobiles | 2.06 | - |
| Insurance | 4.66 | 0.35 |
| Diversified FMCG | 2.36 | - |
| Agricultural Food & other Products | 0.46 | - |
| Realty | 0.35 | - |
| Consumer Durables | 1.86 | - |
| Industrial Products | 3.33 | - |
| Finance | 0.97 | - |
| Financial Technology (Fintech) | 1.35 | - |
| Metals & Minerals Trading | 1 | - |
| Healthcare Services | 0.53 | - |
| Cement & Cement Products | 0.99 | - |
| Power | 4.45 | - |
| Retailing | 1.86 | - |
| Capital Markets | 1.09 | - |
| Energy | - | 9.3 |
| Automobile | - | 6.09 |
| Textiles | - | 0.32 |
| Healthcare | - | 3.69 |
| Financial | - | 24.14 |
| Technology | - | 4.66 |
| Metals & Mining | - | 2.56 |
| Capital Goods | - | 2.16 |
| Materials | - | 2.32 |
| Services | - | 2.94 |
| Sovereign | - | 2.27 |
| Consumer Staples | - | 3.96 |
| Chemicals | - | 0.82 |
| Communication | - | 2.95 |
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