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UTI vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
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) | ₹12238 Cr | ₹2921 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 | 1.69 | 1.96 |
| Manager | Rahul Dedhia | Sachin Trivedi |
| ISIN Code | INF754K01285 | INF789F1AYT7 |
| Exits Load | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | 4.65% | 3.91% |
| 6 Month | -6.77% | -3.04% |
| 1 Year | 5.13% | 8.6% |
| 3 Year | 10.38% | - |
| 5 Year | 17.12% | - |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | -1.38% | 0.25% |
| 1 Year | -2.81% | 3.02% |
| 3 Year | 11.32% | - |
| 5 Year | 12.01% | - |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 9.77% | 18.51% |
| 3 Year | 11.52% | - |
| 5 Year | 11.23% | - |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 8.045% | - |
| Sharp | 0.5% | - |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Funds Managed | 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 | 27.12 | 33.97 |
| Large Cap | 52.16 | 57.94 |
| Small Cap | 6.9 | 3.06 |
| Mid Cap | 13.82 | 5.03 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 27.05 | 33.97 |
| Energy | 4.13 | 3.89 |
| Utilities | 4.53 | 1.98 |
| Technology | 10.12 | 7.9 |
| Consumer Cyclical | 9.99 | 7.55 |
| Industrials | 3.8 | 3.95 |
| Financial Services | 21.21 | 23.86 |
| Consumer Defensive | 5.86 | 5.41 |
| Basic Materials | 2.38 | 4.18 |
| Healthcare | 7.32 | 2.41 |
| Communication Services | 2.28 | 4.72 |
| Real Estate | 1.34 | 0.2 |
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