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 | 2.28% | 1.23% |
6 Month | 2.75% | -0.19% |
1 Year | 4.76% | 5.38% |
3 Year | 15.1% | 13.49% |
5 Year | 15.47% | 11.19% |
SIP Return Analysis
Scheme Name | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
6 Month | 6.62% | 5.07% |
1 Year | 8.9% | 7.01% |
3 Year | 13.58% | 12.61% |
5 Year | 12.87% | 11.1% |
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 | 8.56% | 6.95% |
Sharp | 0.74% | 0.77% |
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 | 34.98 |
Large Cap | 57.72 | 35.51 |
Mid Cap | 14.08 | 12.01 |
Small Cap | 6.81 | 17.5 |
Sector Allocation
Scheme Name |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
---|---|---|
Others | 21.16 | 34.7 |
Energy | 5.46 | 2.98 |
Utilities | 4.05 | 3.73 |
Technology | 7.94 | 8.81 |
Consumer Cyclical | 7.94 | 7.2 |
Industrials | 4.71 | 7.87 |
Financial Services | 26.61 | 21.09 |
Healthcare | 7.42 | 6.65 |
Consumer Defensive | 6.35 | 2.37 |
Basic Materials | 4.7 | 1.87 |
Real Estate | 0.84 | 2.71 |
Communication Services | 2.83 | - |
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