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HSBC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

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tortoise-icon Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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