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HDFC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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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 - 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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