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ITI Balanced Advantage Fund Regular vs Edelweiss Balanced Advantage Fund 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.53% | 3.77% |
| 6 Month | -5.41% | -6.99% |
| 1 Year | 4.99% | 7.1% |
| 3 Year | 9.22% | 11.1% |
| 5 Year | 12.87% | 16.86% |
SIP Return Analysis
| Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.1% | -0.83% |
| 1 Year | -1.21% | -2.08% |
| 3 Year | 10.69% | 11.35% |
| 5 Year | 10.14% | 12.01% |
Rolling Lumpsum Returns
| 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% |
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 |
| Funds Managed | 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 | 35.82 | 27.12 |
| Large Cap | 54.6 | 52.16 |
| Mid Cap | 4.68 | 13.82 |
| Small Cap | 4.9 | 6.9 |
Sector Allocation
| 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 |
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