ITI Balanced Advantage Fund Regular vs Edelweiss Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon ITI Balanced Advantage Fund Regular - Growth

Invest Now

tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Invest Now

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) ₹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

Trailing Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month 0.64% -2.98%
6 Month 7.83% 8.79%
1 Year 25.95% 24.1%
3 Year 12.18% 11.22%
5 Year - 15.71%

SIP Return Analysis

Scheme Name ITI Balanced Advantage Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.19% 11.59%
3 Year 19.99% 26.05%
5 Year 29.14% 48.37%

Rolling Lumpsum Returns

Scheme Name ITI Balanced Advantage Fund Regular - Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 13.18% 9.66%
3 Year 10.39% 11.65%
5 Year - 11.17%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 37.92 21.37
Large Cap 53.68 56.06
Mid Cap 3.99 9.03
Small Cap 4.42 3.01

Sector Allocation

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

Top Comparisons

Franklin India Bluechip Fund-Growth Franklin India Bluechip Fund-Growth

3Y Returns10.82%

VS

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns16.79%

Compare Now

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.99%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.99%

Compare Now

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns15.28%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns17.75%

Compare Now

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns9.75%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns11.58%

Compare Now
Request call back
Add to Cart Successfully