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 Risk | Moderately High |
Asset Size (Cr) | ₹12238 Cr | ₹1504 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 | -0.92% | -1.68% |
6 Month | -3.79% | -1.87% |
1 Year | 6.7% | 7.55% |
3 Year | 9.73% | 9.86% |
5 Year | 13.33% | 9.78% |
SIP Return Analysis
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 1.04% | 4.07% |
3 Year | 12.18% | 12.36% |
5 Year | 12.78% | 11.05% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
1 Year | 9.77% | 8.61% |
3 Year | 11.52% | 9.03% |
5 Year | 11.23% | 9.29% |
Risk Management
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Standard Deviation | 7.27% | 5.55% |
Sharp | 0.8% | 0.82% |
Beta | 0.25% | 0.73% |
Alpha | 3.73% | 1.73% |
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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 |
Fund Manage | 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 | 21.37 | 52.08 |
Large Cap | 56.06 | 33.67 |
Small Cap | 3.01 | 18.76 |
Mid Cap | 9.03 | 15.24 |
Sector Allocation
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 17.38 | 52.08 |
Energy | 9.3 | - |
Automobile | 6.09 | - |
Textiles | 0.32 | - |
Healthcare | 3.69 | - |
Financial | 24.14 | - |
Technology | 4.66 | - |
Construction | 3.56 | 2.32 |
Metals & Mining | 2.56 | - |
Capital Goods | 2.16 | - |
Materials | 2.32 | - |
Services | 2.94 | - |
Sovereign | 2.27 | - |
Consumer Staples | 3.96 | - |
Insurance | 0.35 | - |
Chemicals | 0.82 | - |
Communication | 2.95 | - |
Petroleum Products | - | 1.99 |
IT - Software | - | 4.97 |
Capital Markets | - | 3.27 |
Healthcare Services | - | 1.11 |
Non - Ferrous Metals | - | 0.09 |
Pharmaceuticals & Biotechnology | - | 7.17 |
Banks | - | 12.4 |
Paper, Forest & Jute Products | - | 0.74 |
Fertilizers & Agrochemicals | - | 1.15 |
Realty | - | 3.59 |
Personal Products | - | 0.14 |
Industrial Products | - | 4.55 |
Electrical Equipment | - | 1.73 |
Beverages | - | 1.78 |
Power | - | 3.41 |
Aerospace & Defense | - | 0.44 |
Finance | - | 4 |
Consumer Durables | - | 4.71 |
Chemicals & Petrochemicals | - | 0.59 |
Financial Technology (Fintech) | - | 1.72 |
Automobiles | - | 0.76 |
Retailing | - | 1.74 |
Commercial Services & Supplies | - | 0.74 |
Leisure Services | - | 1.77 |
Auto Components | - | 0.79 |
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