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HSBC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.77% | 2.5% |
| 6 Month | -2.8% | -1.01% |
| 1 Year | 7.43% | 8.91% |
| 3 Year | 11.09% | 10.89% |
| 5 Year | 16.35% | 12.49% |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.4% | 0.6% |
| 1 Year | -1.31% | 2.02% |
| 3 Year | 11.3% | 11.7% |
| 5 Year | 11.8% | 10.54% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.045% | 6.954% |
| Sharp | 0.5% | 0.453% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Funds Managed | 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 | 27.12 | 34.98 |
| Large Cap | 52.16 | 35.51 |
| Small Cap | 6.9 | 17.5 |
| Mid Cap | 13.82 | 12.01 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 27.05 | 34.7 |
| Energy | 4.13 | 2.98 |
| Utilities | 4.53 | 3.73 |
| Technology | 10.12 | 8.81 |
| Consumer Cyclical | 9.99 | 7.2 |
| Industrials | 3.8 | 7.87 |
| Financial Services | 21.21 | 21.09 |
| Consumer Defensive | 5.86 | 2.37 |
| Basic Materials | 2.38 | 1.87 |
| Healthcare | 7.32 | 6.65 |
| Communication Services | 2.28 | - |
| Real Estate | 1.34 | 2.71 |
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