UTI vs Edelweiss Balanced Advantage Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon UTI Balanced Advantage Fund - Regular (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
Fund Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹11715 Cr ₹2865 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 20 Aug 2009 10 Aug 2023
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 1.7 1.89
Manager Rahul Dedhia Sachin Trivedi
ISIN Code INF754K01285 INF789F1AYT7
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
1 Month -2.98% 1.32%
6 Month 8.79% 10.63%
1 Year 24.1% 21.15%
3 Year 11.22% -
5 Year 15.71% -

SIP Return Analysis

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
6 Month - -
1 Year 11.59% 7.99%
3 Year 26.05% 7.99%
5 Year 48.37% 7.99%

Rolling Lumpsum Returns

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
1 Year 9.66% 20.6%
3 Year 11.65% -
5 Year 11.17% -

Risk Management

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
Standard Deviation 7.27% -
Sharp 0.8% -
Beta 0.25% -
Alpha 3.73% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
Name Rahul Dedhia Sachin Trivedi
Total AUM ₹31988 Cr ₹7301 Cr
Fund Manage 10 3
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)

Market Cap

Scheme Name

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

UTI Balanced Advantage Fund - Regular (G)

Others 21.37 34.2
Large Cap 56.06 58.17
Small Cap 3.01 2.5
Mid Cap 9.03 5.13

Sector Allocation

Scheme Name

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

UTI Balanced Advantage Fund - Regular (G)

Others 17.38 17.61
Energy 9.3 4.46
Automobile 6.09 5.08
Textiles 0.32 -
Healthcare 3.69 2.72
Financial 24.14 36.39
Technology 4.66 5.58
Construction 3.56 2.3
Metals & Mining 2.56 1.71
Capital Goods 2.16 1.81
Materials 2.32 1.58
Services 2.94 2.21
Sovereign 2.27 10.5
Consumer Staples 3.96 2.19
Insurance 0.35 1.06
Chemicals 0.82 0.32
Communication 2.95 2.52
Consumer Discretionary - 1.96

Top Comparisons

360 ONE Dynamic Bond Fund Regular-Growth 360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns6.18%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns5.37%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns29.78%

VS

Axis Small Cap Fund - Regular Plan - Growth Axis Small Cap Fund - Regular Plan - Growth

3Y Returns21.49%

Compare Now

Kotak Low Duration Fund- Regular Plan-Growth Option Kotak Low Duration Fund- Regular Plan-Growth Option

3Y Returns5.73%

VS

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns5.53%

Compare Now

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns20.77%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns24.19%

Compare Now
Request call back
Add to Cart Successfully