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) | ₹12696 Cr | ₹1526 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 | 0.26% | 0.42% |
6 Month | 5.13% | 3.13% |
1 Year | 3.32% | 4.61% |
3 Year | 14.3% | 13.01% |
5 Year | 14.99% | 11.06% |
SIP Return Analysis
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 6.33% | 4.43% |
1 Year | 9.07% | 6.6% |
3 Year | 13.03% | 12.16% |
5 Year | 12.53% | 10.88% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 9.54% | 8.49% |
3 Year | 11.43% | 9.16% |
5 Year | 11.32% | 9.69% |
Risk Management
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 8.31% | 6.75% |
Sharp | 0.96% | 0.96% |
Beta | - | - |
Alpha | - | - |
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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 | 21.4 | 34.92 |
Large Cap | 57.72 | 45.9 |
Mid Cap | 14.08 | 9.45 |
Small Cap | 6.81 | 9.74 |
Sector Allocation
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 21.16 | 33.24 |
Energy | 5.46 | 1.86 |
Utilities | 4.05 | 3.76 |
Technology | 7.94 | 6.83 |
Consumer Cyclical | 7.94 | 5.83 |
Industrials | 4.71 | 4.12 |
Financial Services | 26.61 | 28.57 |
Healthcare | 7.42 | 7.6 |
Consumer Defensive | 6.35 | 4.97 |
Basic Materials | 4.7 | 1.19 |
Real Estate | 0.84 | 2.03 |
Communication Services | 2.83 | - |
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