Edelweiss Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund Regular Growth

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Fund	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹106494 Cr	₹13239 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2000	20 Aug 2009
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	21.38%	81%
Expense Ratio	1.35	1.69
Manager	Anil Bamboli	Rahul Dedhia
ISIN Code	INF179K01830	INF754K01285
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	-0.31%	-0.14%
6 Month	1.41%	1.71%
1 Year	3.45%	3.02%
3 Year	17.08%	11.63%
5 Year	19.96%	11.9%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	2.72%	3.13%
1 Year	11.88%	12.22%
3 Year	14.49%	11.2%
5 Year	17.18%	11.16%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	17.4%	9.2%
3 Year	16.3%	11.71%
5 Year	15.1%	11.5%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	8.69%	8.00%
Sharp	1.18%	0.65%
Beta	1.16%	1.13%
Alpha	4.92%	-

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Name	Anil Bamboli	Rahul Dedhia
Total AUM	₹135442 Cr	₹31988 Cr
Funds Managed	12	10
	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	34.59	23.07
Large Cap	53.19	56.28
Small Cap	5.44	6.28
Mid Cap	6.79	14.37

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	30.57	19.18
Communication Services	3.6	3.91
Energy	7.59	4.81
Technology	5.54	9.05
Industrials	8.06	6.55
Consumer Defensive	2.63	3.62
Financial Services	23.26	27.51
Basic Materials	2.28	4.95
Consumer Cyclical	6.45	10.64
Healthcare	4.03	6.22
Real Estate	1.86	0.53
Utilities	4.14	3.04