Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Balanced Advantage Fund vs Edelweiss Balanced Advantage Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

Invest Now

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 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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 -

Top Comparisons

Kotak Large & Midcap Fund - Growth Kotak Large & Midcap Fund - Growth

3Y Returns22.94%

VS

Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option

3Y Returns20.04%

Compare Now

BANDHAN Government Securities Fund - IP - Regular Plan - Growth BANDHAN Government Securities Fund - IP - Regular Plan - Growth

3Y Returns7.54%

VS

Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option

3Y Returns8.44%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns26.83%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns21.04%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.37%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.37%

Compare Now
Add to Cart Successfully