HSBC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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HSBC Balanced Advantage Fund - Regular Growth

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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)	₹12306 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

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-2.08%	-3.5%
6 Month	-2.38%	-0.1%
1 Year	9.93%	10.4%
3 Year	10.08%	10.19%
5 Year	14.06%	10.18%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	2.96%	5.99%
3 Year	12.75%	12.98%
5 Year	13.31%	11.51%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Year	9.63%	8.47%
3 Year	11.61%	8.89%
5 Year	11.18%	8.9%

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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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

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	21.37	51.86
Large Cap	56.06	31.05
Small Cap	3.01	19.75
Mid Cap	9.03	16.92

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	17.38	51.86
Energy	9.3	-
Automobile	6.09	-
Textiles	0.32	-
Healthcare	3.69	-
Financial	24.14	-
Technology	4.66	-
Construction	3.56	2.37
Metals & Mining	2.56	-
Capital Goods	2.16	-
Materials	2.32	-
Services	2.94	-
Sovereign	2.27	-
Consumer Staples	3.96	-
Insurance	0.35	-
Chemicals	0.82	-
Communication	2.95	-
Petroleum Products	-	2.12
IT - Software	-	4.47
Capital Markets	-	3.37
Healthcare Services	-	0.96
Non - Ferrous Metals	-	0.17
Pharmaceuticals & Biotechnology	-	7.59
Banks	-	12.63
Paper, Forest & Jute Products	-	0.81
Fertilizers & Agrochemicals	-	1.17
Realty	-	3.79
Personal Products	-	0.16
Industrial Products	-	4.5
Electrical Equipment	-	1.53
Beverages	-	1.72
Power	-	3.5
Aerospace & Defense	-	0.46
Consumer Durables	-	4.41
Finance	-	4.23
Chemicals & Petrochemicals	-	0.61
Financial Technology (Fintech)	-	1.55
Automobiles	-	0.77
Retailing	-	1.7
Commercial Services & Supplies	-	0.72
Leisure Services	-	1.57
Auto Components	-	0.84