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SBI Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon SBI 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 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 3.74% 4.84%
6 Month -2.29% -6.44%
1 Year 7.35% 6.36%
3 Year 12.48% 10.77%
5 Year - 16.85%

SIP Return Analysis

Scheme Name SBI Balanced Advantage Fund Regular Growth Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month 0.17% -1.38%
1 Year 1.53% -2.81%
3 Year 12.95% 11.32%
5 Year - 12.01%

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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