Edelweiss Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

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

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)	₹13376 Cr	₹1581 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	-1.24%	-1.59%
6 Month	2.4%	-0.67%
1 Year	8.18%	5.24%
3 Year	12.74%	11.4%
5 Year	11.46%	8.92%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
6 Month	2.09%	0.91%
1 Year	10.45%	6.51%
3 Year	10.17%	8.75%
5 Year	10.74%	9.45%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
1 Year	9.12%	8.16%
3 Year	11.75%	9.53%
5 Year	11.53%	9.9%

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation	7.27%	5.55%
Sharp	0.86%	0.88%
Beta	1.12%	0.83%
Alpha	0.9%	1.45%

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

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	24.63	36.98
Large Cap	57.38	45.91
Mid Cap	13.3	7.29
Small Cap	4.7	9.82

Scheme Name	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	HSBC Balanced Advantage Fund - Regular Growth
Others	20.05	31.18
Energy	5.92	2.16
Utilities	1.47	3.01
Technology	8.53	6.99
Consumer Cyclical	11.19	6.49
Industrials	6.19	7.81
Financial Services	25.56	26.32
Basic Materials	5.64	1.09
Healthcare	6.59	6.8
Consumer Defensive	4.57	6.53
Real Estate	0.62	1.61
Communication Services	3.68	-