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Edelweiss Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Fund Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹12238 Cr ₹1504 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 20 Aug 2009 07 Feb 2011
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% 49%
Expense Ratio 1.69 2.11
Manager Rahul Dedhia Mahesh A Chhabria
ISIN Code INF754K01285 INF917K01KY4
Exits Load Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Month 4.84% 3.51%
6 Month -6.44% -3.63%
1 Year 6.36% 7.07%
3 Year 10.77% 10.35%
5 Year 16.85% 13.04%

SIP Return Analysis

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
6 Month -1.38% -2.38%
1 Year -2.81% -1.17%
3 Year 11.32% 10.93%
5 Year 12.01% 10.16%

Rolling Lumpsum Returns

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Year 9.77% 8.61%
3 Year 11.52% 9.03%
5 Year 11.23% 9.29%

Risk Management

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 8.045% 6.954%
Sharp 0.5% 0.453%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Name Rahul Dedhia Mahesh A Chhabria
Total AUM ₹31988 Cr ₹15021 Cr
Funds Managed 10 9
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

HSBC Balanced Advantage Fund - Regular Growth

Others 27.12 34.98
Large Cap 52.16 35.51
Small Cap 6.9 17.5
Mid Cap 13.82 12.01

Sector Allocation

Scheme Name

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

HSBC Balanced Advantage Fund - Regular Growth

Others 27.05 34.7
Energy 4.13 2.98
Utilities 4.53 3.73
Technology 10.12 8.81
Consumer Cyclical 9.99 7.2
Industrials 3.8 7.87
Financial Services 21.21 21.09
Consumer Defensive 5.86 2.37
Basic Materials 2.38 1.87
Healthcare 7.32 6.65
Communication Services 2.28 -
Real Estate 1.34 2.71

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