UTI vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowUTI Balanced Advantage Fund - Regular (G)
Invest NowChart Comparison
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 |
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% | - |
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% |
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% | - |
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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Get Free Experts GuidanceScheme 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) |
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 |
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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