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HDFC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund Regular Growth

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tortoise-icon 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) ₹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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