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Edelweiss Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹102790 Cr | ₹13047 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.82% | -1.99% |
| 6 Month | 5.34% | 4.4% |
| 1 Year | 0.7% | -0.02% |
| 3 Year | 19.91% | 12.39% |
| 5 Year | 23.9% | 14.15% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.3% | 2.73% |
| 1 Year | 6.49% | 4.15% |
| 3 Year | 17.08% | 11.5% |
| 5 Year | 19.63% | 11.66% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.49% | 9.41% |
| 3 Year | 16.2% | 11.57% |
| 5 Year | 15.09% | 11.37% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.41% | 8.31% |
| Sharp | 1.60% | 0.96% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 34.65 | 22.7 |
| Large Cap | 51.91 | 56.05 |
| Small Cap | 6.09 | 6.77 |
| Mid Cap | 7.35 | 14.48 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.87 | 19.75 |
| Communication Services | 3.6 | 3.26 |
| Basic Materials | 1.95 | 4.39 |
| Energy | 7.41 | 5.86 |
| Technology | 5.85 | 8.67 |
| Industrials | 8.45 | 5.68 |
| Consumer Defensive | 2.62 | 5.46 |
| Financial Services | 22.17 | 25.97 |
| Consumer Cyclical | 6.25 | 8.97 |
| Real Estate | 1.44 | 0.83 |
| Healthcare | 4.09 | 8.2 |
| Utilities | 4.3 | 2.95 |
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