ITI Balanced Advantage Fund Regular vs Edelweiss Balanced Advantage Fund compare
ITI Balanced Advantage Fund Regular - Growth
Invest NowEdelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowChart Comparison
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) | ₹369 Cr | ₹11715 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 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 | 2.36 | 1.7 |
Manager | Vikrant Mehta | Rahul Dedhia |
ISIN Code | INF00XX01655 | INF754K01285 |
Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -2.82% | -3.78% |
6 Month | 4.38% | 3.51% |
1 Year | 18.79% | 19.49% |
3 Year | 8.41% | 10.31% |
5 Year | - | 14.53% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 11.79% | 12.52% |
3 Year | 13.82% | 15.2% |
5 Year | - | 14.98% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 13.31% | 9.63% |
3 Year | 10.37% | 11.61% |
5 Year | - | 11.18% |
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.14% | 7.27% |
Sharp | 0.66% | 0.8% |
Beta | 0.76% | 0.25% |
Alpha | 1.36% | 3.73% |
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Get Free Experts GuidanceScheme 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 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 37.92 | 21.37 |
Large Cap | 53.68 | 56.06 |
Mid Cap | 3.99 | 9.03 |
Small Cap | 4.42 | 3.01 |
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 17.11 | 17.38 |
Financial | 32.89 | 24.14 |
Communication | 6.98 | 2.95 |
Capital Goods | 1.93 | 2.16 |
Services | 8.43 | 2.94 |
Consumer Staples | 0.53 | 3.96 |
Construction | 1.48 | 3.56 |
Automobile | 0 | 6.09 |
Energy | 8.06 | 9.3 |
Consumer Discretionary | 3.02 | - |
Metals & Mining | 1.15 | 2.56 |
Technology | 4.34 | 4.66 |
Sovereign | 4.24 | 2.27 |
Healthcare | 6.01 | 3.69 |
Materials | 0.51 | 2.32 |
Insurance | 3.33 | 0.35 |
Textiles | - | 0.32 |
Chemicals | - | 0.82 |
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