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Edelweiss Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹12792 Cr | ₹1554 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 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.03% | 0.94% |
| 6 Month | 9.97% | 9.22% |
| 1 Year | 0.06% | 2.11% |
| 3 Year | 12.17% | 11.92% |
| 5 Year | 13.74% | 10.01% |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.56% | 2.06% |
| 1 Year | 7.77% | 6.93% |
| 3 Year | 11.18% | 11.09% |
| 5 Year | 11.2% | 10.35% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.41% | 8.43% |
| 3 Year | 11.57% | 9.25% |
| 5 Year | 11.37% | 9.81% |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.15% | 6.70% |
| Sharp | 0.54% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 23.18 | 37.09 |
| Large Cap | 56.22 | 46.44 |
| Mid Cap | 14.67 | 6.73 |
| Small Cap | 5.93 | 9.74 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 20.02 | 34.43 |
| Energy | 5.47 | 2.18 |
| Utilities | 4.03 | 3.13 |
| Technology | 7.96 | 6.74 |
| Consumer Cyclical | 9.4 | 6.41 |
| Healthcare | 8.36 | 7.36 |
| Industrials | 6.08 | 5.91 |
| Financial Services | 24.49 | 24.03 |
| Consumer Defensive | 5.18 | 6.93 |
| Basic Materials | 4.52 | 1.03 |
| Real Estate | 0.83 | 1.84 |
| Communication Services | 3.66 | - |
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