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HSBC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹13239 Cr | ₹1588 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 20 Aug 2009 | 07 Feb 2011 |
| 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 | 81% | 49% |
| Expense Ratio | 1.69 | 2.11 |
| Manager | Rahul Dedhia | Mahesh A Chhabria |
| ISIN Code | INF754K01285 | INF917K01KY4 |
| Exits Load | Edelweiss Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.04% | -0.02% |
| 6 Month | 4.6% | 2.24% |
| 1 Year | 4.6% | 0.9% |
| 3 Year | 11.86% | 11.3% |
| 5 Year | 12.4% | 9.43% |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.13% | 1.02% |
| 1 Year | 12.22% | 6.66% |
| 3 Year | 11.2% | 9.62% |
| 5 Year | 11.16% | 9.75% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.2% | 8.21% |
| 3 Year | 11.71% | 9.47% |
| 5 Year | 11.5% | 9.95% |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.00% | 6.62% |
| Sharp | 0.65% | 0.71% |
| Beta | 1.13% | 0.85% |
| Alpha | - | 0.77% |
Fund Managers
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Rahul Dedhia | Mahesh A Chhabria |
| Total AUM | ₹31988 Cr | ₹15021 Cr |
| Funds Managed | 10 | 9 |
| Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 23.07 | 36.06 |
| Large Cap | 56.28 | 45.68 |
| Mid Cap | 14.37 | 8.24 |
| Small Cap | 6.28 | 10.02 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 19.18 | 31.53 |
| Energy | 4.81 | 2.34 |
| Utilities | 3.04 | 3.28 |
| Technology | 9.05 | 5.92 |
| Consumer Cyclical | 10.64 | 7.44 |
| Industrials | 6.55 | 7.35 |
| Financial Services | 27.51 | 23.94 |
| Basic Materials | 4.95 | 1.08 |
| Healthcare | 6.22 | 7.61 |
| Consumer Defensive | 3.62 | 7.74 |
| Real Estate | 0.53 | 1.76 |
| Communication Services | 3.91 | - |
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