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 Very High
Asset Size (Cr) ₹11715 Cr ₹1446 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 20 Aug 2009 01 Jan 2013
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 1.7 2.12
Manager Rahul Dedhia Mahesh A Chhabria
ISIN Code INF754K01285 INF917K01KY4
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Trailing Lumpsum Returns

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Month -2.98% 0.98%
6 Month 8.79% 10.57%
1 Year 24.1% 23.64%
3 Year 11.22% 11.7%
5 Year 15.71% 11.86%

SIP Return Analysis

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 11.59% 8.57%
3 Year 26.05% 21.35%
5 Year 48.37% 33.62%

Rolling Lumpsum Returns

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Year 9.66% 8.46%
3 Year 11.65% 8.93%
5 Year 11.17% 8.95%

Risk Management

Scheme Name Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 7.27% 5.55%
Sharp 0.8% 0.82%
Beta 0.25% 0.73%
Alpha 3.73% 1.73%

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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
Fund Manage 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 21.37 33.62
Large Cap 56.06 30.99
Small Cap 3.01 16.44
Mid Cap 9.03 18.95

Sector Allocation

Scheme Name

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

HSBC Balanced Advantage Fund - Regular Growth

Others 17.38 2.29
Energy 9.3 6.84
Automobile 6.09 1.22
Textiles 0.32 0.48
Healthcare 3.69 7.24
Financial 24.14 33.15
Technology 4.66 3.94
Construction 3.56 6.93
Metals & Mining 2.56 0.97
Capital Goods 2.16 4.76
Materials 2.32 3.09
Services 2.94 7.59
Sovereign 2.27 11.69
Consumer Staples 3.96 4.63
Insurance 0.35 -
Chemicals 0.82 1.32
Communication 2.95 2.74
Consumer Discretionary - 1.12

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