Edelweiss Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

HDFC Balanced Advantage Fund - Growth Plan

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	0.8%	1.64%
6 Month	14.14%	12.89%
1 Year	37.88%	27.65%
3 Year	25.15%	13.4%
5 Year	22.06%	16.98%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	16.09%	11.59%
3 Year	46.46%	26.05%
5 Year	86.54%	48.37%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	23.04%	15.85%
3 Year	65.03%	37.08%
5 Year	91.64%	51.45%

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%	0.93%
Beta	0.99%	0.95%
Alpha	11.94%	2.64%

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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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Large Cap	51.6	56.06
Others	34.85	21.37
Mid Cap	6.11	9.03
Small Cap	7.44	3.01

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