UTI vs Edelweiss Balanced Advantage Fund compare

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

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

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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 -3.66% -2.25%
6 Month 3.64% 5.87%
1 Year 19.64% 16.52%
3 Year 10.38% -
5 Year 14.58% -

SIP Return Analysis

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
6 Month - -
1 Year 12.52% 13.59%
3 Year 15.2% -
5 Year 14.98% -

Rolling Lumpsum Returns

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option UTI Balanced Advantage Fund - Regular (G)
1 Year 9.63% 20.41%
3 Year 11.61% -
5 Year 11.18% -

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% -

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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

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