SBI Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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SBI Balanced Advantage Fund - Regular Plan - Growth

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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	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 Risk	Very High Risk
Asset Size (Cr)	₹33309 Cr	₹12238 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	1.57	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	-0.88%	-2.04%
6 Month	-2.68%	-6.2%
1 Year	6.64%	4.34%
3 Year	12.41%	9.88%
5 Year	-	13.2%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	1.46%	-4.26%
3 Year	12.68%	10.12%
5 Year	-	11.57%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	16.39%	9.77%
3 Year	13.05%	11.52%
5 Year	-	11.23%

Scheme Name	SBI Balanced Advantage Fund - Regular Plan - Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	6.125%	8.045%
Sharp	0.986%	0.5%
Beta	-	-
Alpha	-	-

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Scheme 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