UTI vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
UTI Balanced Advantage Fund - Regular (G)
Chart 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 | 1.64% | 1.32% |
| 6 Month | 12.89% | 10.63% |
| 1 Year | 27.65% | 21.15% |
| 3 Year | 13.4% | - |
| 5 Year | 16.98% | - |
| 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 | 15.85% | 9.41% |
| 3 Year | 37.08% | 9.41% |
| 5 Year | 51.45% | 9.41% |
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.27% | - |
| Sharp | 0.93% | - |
| Beta | 0.95% | - |
| Alpha | 2.64% | - |
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| 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) |
| 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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