HSBC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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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 Risk	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

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Month	-2.04%	-1.78%
6 Month	-6.2%	-3.57%
1 Year	4.34%	5.71%
3 Year	9.88%	10.01%
5 Year	13.2%	9.8%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	-	-
1 Year	-4.15%	-0.84%
3 Year	10.28%	10.59%
5 Year	11.78%	10.15%

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%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	8.045%	6.562%
Sharp	0.5%	0.612%
Beta	-	-
Alpha	-	-

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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	52.08
Large Cap	56.06	33.67
Small Cap	3.01	18.76
Mid Cap	9.03	15.24

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	17.38	52.08
Energy	9.3	-
Automobile	6.09	-
Textiles	0.32	-
Healthcare	3.69	-
Financial	24.14	-
Technology	4.66	-
Construction	3.56	2.32
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	-	1.99
IT - Software	-	4.97
Capital Markets	-	3.27
Healthcare Services	-	1.11
Non - Ferrous Metals	-	0.09
Pharmaceuticals & Biotechnology	-	7.17
Banks	-	12.4
Paper, Forest & Jute Products	-	0.74
Fertilizers & Agrochemicals	-	1.15
Realty	-	3.59
Personal Products	-	0.14
Industrial Products	-	4.55
Electrical Equipment	-	1.73
Beverages	-	1.78
Power	-	3.41
Aerospace & Defense	-	0.44
Finance	-	4
Consumer Durables	-	4.71
Chemicals & Petrochemicals	-	0.59
Financial Technology (Fintech)	-	1.72
Automobiles	-	0.76
Retailing	-	1.74
Commercial Services & Supplies	-	0.74
Leisure Services	-	1.77
Auto Components	-	0.79