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HDFC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.53% | -1.9% |
| 6 Month | -7.54% | -8.83% |
| 1 Year | 6.78% | 4.61% |
| 3 Year | 19.18% | 10.1% |
| 5 Year | 23.2% | 14.24% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.69% | -5.44% |
| 1 Year | -7.08% | -9.04% |
| 3 Year | 15.88% | 8.84% |
| 5 Year | 19.7% | 10.58% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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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Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 |
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