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 | 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% |
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% |
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% |
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 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 |
Top Comparisons
Franklin India Bluechip Fund-Growth
3Y Returns10.82%
HSBC Large Cap Fund - Regular Growth
3Y Returns16.79%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.99%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.99%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns15.28%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns17.75%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns9.75%
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns11.58%