HDFC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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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 - 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)	₹100299 Cr	₹12696 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 - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Month	1.89%	2.58%
6 Month	5.35%	4.26%
1 Year	6.28%	5.35%
3 Year	23.35%	15.16%
5 Year	25.2%	15.89%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
6 Month	6.98%	6.62%
1 Year	10.71%	8.9%
3 Year	19.39%	13.58%
5 Year	21.05%	12.87%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
1 Year	17.82%	9.54%
3 Year	16.09%	11.43%
5 Year	15.02%	11.32%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Standard Deviation	9.74%	8.56%
Sharp	1.40%	0.74%
Beta	-	-
Alpha	-	-

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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

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

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