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
| 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 | 1.07% | 2.41% |
| 6 Month | 1.59% | 6.57% |
| 1 Year | 14.01% | 16.05% |
| 3 Year | 11.43% | 11.72% |
| 5 Year | 14.81% | 11.12% |
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 7.7% | 13.76% |
| 3 Year | 14.3% | 15.45% |
| 5 Year | 14.39% | 12.97% |
| 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 | 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 |
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