HDFC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund Regular Growth

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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)	₹107971 Cr	₹13411 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

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	0.16%	0.15%
6 Month	1.52%	2.33%
1 Year	8.19%	7.63%
3 Year	17.74%	12.73%
5 Year	18.45%	10.93%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	0.88%	1.1%
1 Year	7.8%	8.37%
3 Year	12.62%	9.77%
5 Year	16.11%	10.43%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	17.26%	9.14%
3 Year	16.35%	11.74%
5 Year	15.12%	11.54%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	9.4%	7.27%
Sharp	1.31%	0.86%
Beta	1.13%	1.12%
Alpha	5.43%	0.9%

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

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	33.92	16.14
Large Cap	53.76	61.72
Small Cap	5.26	4.62
Mid Cap	7.06	15.34

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Others	29.67	15.9
Communication Services	3.62	-
Energy	7.59	-
Technology	6.11	-
Industrials	7.82	-
Financial Services	23.67	-
Basic Materials	2.16	-
Consumer Cyclical	6.89	-
Consumer Defensive	2.53	-
Healthcare	4.18	-
Real Estate	1.83	-
Utilities	3.93	-
Petroleum Products	-	5.01
Power	-	1.96
IT - Software	-	6.41
Auto Components	-	1.97
Construction	-	3.06
Retailing	-	2.17
Finance	-	7.48
Consumer Durables	-	1.87
Healthcare Services	-	2.01
Diversified FMCG	-	2.44
Non - Ferrous Metals	-	0.89
Banks	-	17.99
Pharmaceuticals & Biotechnology	-	4.16
Aerospace & Defense	-	1.09
Commercial Services & Supplies	-	0.05
Electrical Equipment	-	1.75
Ferrous Metals	-	1.07
Realty	-	0.4
Automobiles	-	6.88
Other Consumer Services	-	0.03
Telecom - Services	-	3.89
Insurance	-	1.35
Gas	-	0.76
Fertilizers & Agrochemicals	-	0.37
Food Products	-	0.01
Agricultural Food & other Products	-	0.7
Chemicals & Petrochemicals	-	0.86
Industrial Products	-	0.7
Capital Markets	-	1.7
Cement & Cement Products	-	0.92
Transport Services	-	0.63
Textiles & Apparels	-	0.2
Industrial Manufacturing	-	1.14