ITI Balanced Advantage Fund Regular vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon ITI Balanced Advantage Fund Regular - Growth

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

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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 -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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

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%

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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 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

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