SBI Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
SBI Balanced Advantage Fund - Regular Plan - Growth
Invest NowEdelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Very High |
Asset Size (Cr) | ₹32661 Cr | ₹12306 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 31 Aug 2021 | 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 | 39.82% | 81% |
Expense Ratio | 1.58 | 1.69 |
Manager | Pradeep Kesavan | Rahul Dedhia |
ISIN Code | INF200KA1Y40 | INF754K01285 |
Exits Load | SBI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.13% | 1.07% |
6 Month | 1.58% | 1.59% |
1 Year | 14.68% | 14.01% |
3 Year | 13.03% | 11.43% |
5 Year | - | 14.81% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 7.95% | 7.7% |
3 Year | 14.92% | 14.3% |
5 Year | - | 14.39% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.59% | 9.63% |
3 Year | 13.32% | 11.61% |
5 Year | - | 11.18% |
Scheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 6.13% | 7.27% |
Sharp | - | 0.8% |
Beta | - | 0.25% |
Alpha | - | 3.73% |
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Get Free Experts GuidanceScheme Name | SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Rahul Dedhia |
Total AUM | ₹434274 Cr | ₹31988 Cr |
Fund Manage | 43 | 10 |
SBI Balanced Advantage Fund - Regular Plan - Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.95 | 21.37 |
Large Cap | 53.08 | 56.06 |
Mid Cap | 7.92 | 9.03 |
Small Cap | 2.55 | 3.01 |
Scheme Name |
SBI Balanced Advantage Fund - Regular Plan - Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 44.05 | 17.38 |
Healthcare | 2.28 | 3.69 |
Financial | 8.34 | 24.14 |
Capital Goods | 1.13 | 2.16 |
Energy | 11.56 | 9.3 |
Services | 0.41 | 2.94 |
Materials | 0.27 | 2.32 |
Metals & Mining | 3.2 | 2.56 |
Consumer Staples | 1.45 | 3.96 |
Communication | 3.13 | 2.95 |
Technology | 2.35 | 4.66 |
Automobile | 1.94 | 6.09 |
Construction | 0.74 | 3.56 |
Sovereign | 10.59 | 2.27 |
Insurance | 2.02 | 0.35 |
Consumer Discretionary | 0.04 | - |
Textiles | - | 0.32 |
Chemicals | - | 0.82 |
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