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HDFC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹106494 Cr | ₹13239 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 | -0.02% | 0.19% |
| 6 Month | 3.7% | 4.75% |
| 1 Year | 5.11% | 4.9% |
| 3 Year | 17.35% | 11.72% |
| 5 Year | 20.81% | 12.48% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.09% | 3.28% |
| 1 Year | 12.5% | 12.55% |
| 3 Year | 15.09% | 11.61% |
| 5 Year | 17.75% | 11.48% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.4% | 9.2% |
| 3 Year | 16.29% | 11.69% |
| 5 Year | 15.09% | 11.48% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.75% | 8.03% |
| Sharp | 1.26% | 0.69% |
| Beta | 1.16% | 1.13% |
| Alpha | 5.14% | -0.20% |
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 | 34.59 | 23.07 |
| Large Cap | 53.19 | 56.28 |
| Small Cap | 5.44 | 6.28 |
| Mid Cap | 6.79 | 14.37 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.57 | 19.18 |
| Communication Services | 3.6 | 3.91 |
| Energy | 7.59 | 4.81 |
| Technology | 5.54 | 9.05 |
| Industrials | 8.06 | 6.55 |
| Consumer Defensive | 2.63 | 3.62 |
| Financial Services | 23.26 | 27.51 |
| Basic Materials | 2.28 | 4.95 |
| Consumer Cyclical | 6.45 | 10.64 |
| Healthcare | 4.03 | 6.22 |
| Real Estate | 1.86 | 0.53 |
| Utilities | 4.14 | 3.04 |
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