HSBC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Invest NowHSBC Balanced Advantage Fund - Regular Growth
Invest NowChart Comparison
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 | Very High |
Asset Size (Cr) | ₹11715 Cr | ₹1446 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 20 Aug 2009 | 01 Jan 2013 |
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 | 1.7 | 2.12 |
Manager | Rahul Dedhia | Mahesh A Chhabria |
ISIN Code | INF754K01285 | INF917K01KY4 |
Exits Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365 |
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Month | -3.78% | -1.82% |
6 Month | 3.51% | 6.47% |
1 Year | 19.49% | 18.45% |
3 Year | 10.31% | 10.21% |
5 Year | 14.53% | 10.76% |
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 12.52% | 15.05% |
3 Year | 15.2% | 15.13% |
5 Year | 14.98% | 12.71% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 | 33.62 |
Large Cap | 56.06 | 30.99 |
Small Cap | 3.01 | 16.44 |
Mid Cap | 9.03 | 18.95 |
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 17.38 | 2.29 |
Energy | 9.3 | 6.84 |
Automobile | 6.09 | 1.22 |
Textiles | 0.32 | 0.48 |
Healthcare | 3.69 | 7.24 |
Financial | 24.14 | 33.15 |
Technology | 4.66 | 3.94 |
Construction | 3.56 | 6.93 |
Metals & Mining | 2.56 | 0.97 |
Capital Goods | 2.16 | 4.76 |
Materials | 2.32 | 3.09 |
Services | 2.94 | 7.59 |
Sovereign | 2.27 | 11.69 |
Consumer Staples | 3.96 | 4.63 |
Insurance | 0.35 | - |
Chemicals | 0.82 | 1.32 |
Communication | 2.95 | 2.74 |
Consumer Discretionary | - | 1.12 |
Top Comparisons
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns17.55%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns14.36%
Franklin India Flexi Cap Fund - Growth
3Y Returns16.45%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns10.61%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns5.87%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.16%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns11.9%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%