HDFC Balanced Advantage Fund vs Edelweiss 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) | ₹101773 Cr | ₹12792 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 | -0.66% | -0.24% |
6 Month | 8.06% | 7.09% |
1 Year | 2% | 1.44% |
3 Year | 18.97% | 11.75% |
5 Year | 22.69% | 13.76% |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.99% | 1.83% |
1 Year | 5.11% | 3.41% |
3 Year | 15.58% | 10.51% |
5 Year | 18.5% | 10.93% |
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 | 9.16% | 8.14% |
Sharp | 1.34% | 0.68% |
Beta | - | - |
Alpha | - | - |
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 | 35.76 | 21.88 |
Large Cap | 51.34 | 57.12 |
Small Cap | 5.79 | 6.13 |
Mid Cap | 7.11 | 14.88 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 33.05 | 18.78 |
Communication Services | 3.53 | 3.12 |
Energy | 6.92 | 5.59 |
Technology | 5.83 | 8.14 |
Industrials | 8.06 | 6.18 |
Consumer Defensive | 2.72 | 5.64 |
Financial Services | 21.59 | 25.67 |
Basic Materials | 2.04 | 4.38 |
Consumer Cyclical | 6.36 | 8.95 |
Real Estate | 1.5 | 0.88 |
Healthcare | 4.2 | 8.89 |
Utilities | 4.21 | 3.78 |
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