- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹12899 Cr | ₹1556 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 | 1.52% | 0.35% |
| 6 Month | 7.48% | 5.14% |
| 1 Year | 3.12% | 3.17% |
| 3 Year | 12.91% | 12.36% |
| 5 Year | 14% | 10.12% |
SIP Return Analysis
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.68% | 1.69% |
| 1 Year | 10.66% | 7.73% |
| 3 Year | 11.6% | 10.84% |
| 5 Year | 11.47% | 10.35% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 9.28% | 8.33% |
| 3 Year | 11.58% | 9.3% |
| 5 Year | 11.45% | 9.9% |
Risk Management
| Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.01% | 6.62% |
| Sharp | 0.68% | 0.74% |
| Beta | - | - |
| Alpha | - | - |
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 | 24.5 | 36.32 |
| Large Cap | 55.37 | 45.15 |
| Mid Cap | 14.03 | 8.26 |
| Small Cap | 6.11 | 10.26 |
Sector Allocation
| Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 20.45 | 33.52 |
| Energy | 4.53 | 2.19 |
| Utilities | 3.12 | 3.25 |
| Technology | 8.83 | 5.22 |
| Consumer Cyclical | 10.46 | 7.68 |
| Healthcare | 6.59 | 7.05 |
| Industrials | 6.38 | 6.94 |
| Financial Services | 26.87 | 23.39 |
| Basic Materials | 5.01 | 1.07 |
| Consumer Defensive | 3.63 | 7.92 |
| Real Estate | 0.52 | 1.78 |
| Communication Services | 3.6 | - |
Top Comparisons
Franklin India Mid Cap Fund - Growth
3Y Returns22.12%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns26.25%
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns17.23%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
3Y Returns10.06%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns10.09%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
3Y Returns9.32%
