HDFC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Balanced Advantage Fund - Growth Plan | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹94251 Cr | ₹12238 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 - Growth Plan | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.84% | 1.53% |
6 Month | 3.23% | 1.78% |
1 Year | 7.05% | 5.64% |
3 Year | 21.78% | 13.39% |
5 Year | 27.33% | 16.83% |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.28% | 4.39% |
1 Year | 7.56% | 5.22% |
3 Year | 19.53% | 12.99% |
5 Year | 21.19% | 12.57% |
Rolling Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.17% | 9.77% |
3 Year | 15.89% | 11.52% |
5 Year | 14.91% | 11.23% |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.701% | 8.045% |
Sharp | 1.207% | 0.5% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | 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 - Growth Plan | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 45.54 | 27.12 |
Large Cap | 52.58 | 52.16 |
Small Cap | 6.1 | 6.9 |
Mid Cap | 6.45 | 13.82 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 43.92 | 27.05 |
Communication Services | 2.71 | 2.28 |
Energy | 7.4 | 4.13 |
Technology | 5.37 | 10.12 |
Industrials | 8.87 | 3.8 |
Basic Materials | 2 | 2.38 |
Financial Services | 22.36 | 21.21 |
Consumer Cyclical | 5.5 | 9.99 |
Consumer Defensive | 2.65 | 5.86 |
Real Estate | 1.44 | 1.34 |
Healthcare | 4.17 | 7.32 |
Utilities | 4.3 | 4.53 |
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