Edelweiss Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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

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Chart Comparison

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

Overview

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund HDFC Balanced Advantage Fund - Growth Plan Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹89878 Cr ₹11715 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Feb 1994 20 Aug 2009
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 21.38% 81%
Expense Ratio 1.36 1.7
Manager Anil Bamboli Rahul Dedhia
ISIN Code INF179K01830 INF754K01285
Exits Load Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month -3.27% -3.66%
6 Month 4.24% 3.64%
1 Year 24.88% 19.64%
3 Year 20.5% 10.38%
5 Year 19.6% 14.58%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 16.47% 12.52%
3 Year 24.5% 15.2%
5 Year 24.5% 14.98%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year 18.18% 9.63%
3 Year 15.79% 11.61%
5 Year 14.82% 11.18%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation 9.4% 7.27%
Sharp 1.72% 0.8%
Beta 0.99% 0.25%
Alpha 11.94% 3.73%

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name Anil Bamboli Rahul Dedhia
Total AUM ₹135442 Cr ₹31988 Cr
Fund Manage 12 10
HDFC Balanced Advantage Fund - Growth Plan Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 34.85 21.37
Large Cap 51.6 56.06
Small Cap 7.44 3.01
Mid Cap 6.11 9.03

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Others 33.27 17.38
Telecom - Services 2.17 -
Petroleum Products 4.65 -
Electrical Equipment 0.62 -
IT - Software 4.11 -
Pharmaceuticals & Biotechnology 3.16 -
Industrial Manufacturing 1.87 -
Cement & Cement Products 0.13 -
Transport Services 0.15 -
Construction 4.33 3.56
Finance 4.33 -
Ferrous Metals 0.26 -
Consumer Durables 0.45 -
Banks 16.75 -
Diversified FMCG 2.39 -
Non - Ferrous Metals 0.12 -
Realty 1.28 -
Agricultural, Commercial & Construction Vehicles 0.69 -
Leisure Services 0.06 -
Automobiles 2.62 -
Aerospace & Defense 2.96 -
Power 4.33 -
Insurance 0.8 0.35
Personal Products 0.01 -
Gas 1 -
Entertainment 0.15 -
Agricultural Food & other Products 0.01 -
Diversified Metals 0.28 -
Oil 0.39 -
Food Products 0.12 -
Chemicals & Petrochemicals 0.2 -
Capital Markets 0.08 -
Metals & Minerals Trading 0.09 -
Healthcare Services 0.17 -
Auto Components 0.97 -
Industrial Products 0.27 -
Transport Infrastructure 0.96 -
Consumable Fuels 3.64 -
Financial Technology (Fintech) 0.04 -
Fertilizers & Agrochemicals 0.09 -
Retailing 0.03 -
Energy - 9.3
Automobile - 6.09
Textiles - 0.32
Healthcare - 3.69
Financial - 24.14
Technology - 4.66
Metals & Mining - 2.56
Capital Goods - 2.16
Materials - 2.32
Services - 2.94
Sovereign - 2.27
Consumer Staples - 3.96
Chemicals - 0.82
Communication - 2.95

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