Edelweiss Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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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Get Free Experts GuidanceScheme 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 |
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