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
| 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) | ₹94866 Cr | ₹12306 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 | 1.03% | 0.72% |
| 6 Month | 1.87% | 1.51% |
| 1 Year | 19.43% | 15.59% |
| 3 Year | 22.98% | 11.92% |
| 5 Year | 19.83% | 14.77% |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 10.12% | 7.7% |
| 3 Year | 22.88% | 14.3% |
| 5 Year | 23.82% | 14.39% |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.18% | 9.63% |
| 3 Year | 15.79% | 11.61% |
| 5 Year | 14.82% | 11.18% |
| 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% | 0.8% |
| Beta | 0.99% | 0.25% |
| Alpha | 11.94% | 3.73% |
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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 |
| 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 |
|---|---|---|
| Others | 46.37 | 21.37 |
| Large Cap | 54.24 | 56.06 |
| Small Cap | 7.04 | 3.01 |
| Mid Cap | 6.84 | 9.03 |
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 46.37 | 17.38 |
| Telecom - Services | 2.55 | - |
| Petroleum Products | 4.95 | - |
| Electrical Equipment | 0.68 | - |
| IT - Software | 4.29 | - |
| Pharmaceuticals & Biotechnology | 4.04 | - |
| Industrial Manufacturing | 1.49 | - |
| Cement & Cement Products | 0.19 | - |
| Transport Services | 0.53 | - |
| Construction | 4.24 | 3.56 |
| Finance | 4.25 | - |
| Ferrous Metals | 0.49 | - |
| Consumer Durables | 0.31 | - |
| Banks | 18.34 | - |
| Diversified FMCG | 2.77 | - |
| Non - Ferrous Metals | 0.12 | - |
| Realty | 1.36 | - |
| Agricultural, Commercial & Construction Vehicles | 0.65 | - |
| Leisure Services | 0.06 | - |
| Automobiles | 3.27 | - |
| Aerospace & Defense | 1.44 | - |
| Power | 4.23 | - |
| Insurance | 0.84 | 0.35 |
| Personal Products | 0.01 | - |
| Gas | 0.78 | - |
| Agricultural Food & other Products | 0.04 | - |
| Diversified Metals | 0.02 | - |
| Oil | 0.26 | - |
| Food Products | 0.08 | - |
| Entertainment | 0.11 | - |
| Industrial Products | 0.34 | - |
| Auto Components | 0.88 | - |
| Chemicals & Petrochemicals | 0.37 | - |
| Capital Markets | 0.1 | - |
| Metals & Minerals Trading | 0.1 | - |
| Healthcare Services | 0.23 | - |
| Transport Infrastructure | 0.87 | - |
| Consumable Fuels | 2.66 | - |
| Financial Technology (Fintech) | 0.05 | - |
| Minerals & Mining | 0.01 | - |
| Fertilizers & Agrochemicals | 0.09 | - |
| Retailing | 0.03 | - |
| Energy | - | 9.3 |
| Automobile | - | 6.09 |
| Textiles | - | 0.32 |
| Healthcare | - | 3.69 |
| Financial | - | 24.14 |
| Technology | - | 4.66 |
| Metals & Mining | - | 2.56 |
| Capital Goods | - | 2.16 |
| Materials | - | 2.32 |
| Services | - | 2.94 |
| Sovereign | - | 2.27 |
| Consumer Staples | - | 3.96 |
| Chemicals | - | 0.82 |
| Communication | - | 2.95 |
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