SBI Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
SBI Balanced Advantage Fund Regular Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Moderately High | Very High |
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 |
Trailing Lumpsum Returns
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.06% | 1.77% |
6 Month | 0.41% | -2.8% |
1 Year | 8.12% | 7.43% |
3 Year | 12.91% | 11.09% |
5 Year | - | 16.35% |
SIP Return Analysis
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.67% | 0.4% |
1 Year | 3.35% | -1.31% |
3 Year | 13.15% | 11.3% |
5 Year | - | 11.8% |
Rolling Lumpsum Returns
Scheme Name | SBI Balanced Advantage Fund Regular 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% |
Risk Management
Scheme Name | SBI Balanced Advantage Fund Regular 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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Fund Managers
Scheme Name | SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Pradeep Kesavan | Rahul Dedhia |
Total AUM | ₹434274 Cr | ₹31988 Cr |
Funds Managed | 43 | 10 |
SBI Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.72 | 27.12 |
Large Cap | 54.7 | 52.16 |
Mid Cap | 8.37 | 13.82 |
Small Cap | 3.22 | 6.9 |
Sector Allocation
Scheme Name |
SBI Balanced Advantage Fund Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 32.99 | 27.05 |
Energy | 9.02 | 4.13 |
Technology | 6.96 | 10.12 |
Basic Materials | 3.21 | 2.38 |
Consumer Defensive | 2.74 | 5.86 |
Industrials | 6.47 | 3.8 |
Financial Services | 16.32 | 21.21 |
Healthcare | 4.19 | 7.32 |
Consumer Cyclical | 5.56 | 9.99 |
Communication Services | 3.6 | 2.28 |
Utilities | 7.63 | 4.53 |
Real Estate | 1.32 | 1.34 |
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