Edelweiss Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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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)	₹94251 Cr	₹12238 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2000	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	1.35	1.69
Manager	Anil Bamboli	Rahul Dedhia
ISIN Code	INF179K01830	INF754K01285
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	4.83%	4.84%
6 Month	-5.19%	-6.44%
1 Year	8.6%	6.36%
3 Year	19.83%	10.77%
5 Year	27%	16.85%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	-1.26%	-1.38%
1 Year	-2.02%	-2.81%
3 Year	17.92%	11.32%
5 Year	20.87%	12.01%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	18.17%	9.77%
3 Year	15.89%	11.52%
5 Year	14.91%	11.23%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	9.701%	8.045%
Sharp	1.207%	0.5%
Beta	-	-
Alpha	-	-

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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
Funds Managed	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
Others	45.54	27.12
Large Cap	52.58	52.16
Small Cap	6.1	6.9
Mid Cap	6.45	13.82

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	43.92	27.05
Communication Services	2.71	2.28
Energy	7.4	4.13
Technology	5.37	10.12
Industrials	8.87	3.8
Basic Materials	2	2.38
Financial Services	22.36	21.21
Consumer Cyclical	5.5	9.99
Consumer Defensive	2.65	5.86
Real Estate	1.44	1.34
Healthcare	4.17	7.32
Utilities	4.3	4.53