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Compare Mutual Funds
Comparing Edelweiss Balanced Advantage Fund vs HDFC Balanced Advantage FundComparing 2/4 funds
- Add Fund
- Add Fund
- VRO Rating
- Category,
Sub-category - dynamic asset allocation, hybrid
- dynamic asset allocation, hybrid
- ET Money Rank in sub-category
- 1 out of 16
- 5 out of 16
- Consistency
- Fund Age
- 9 yrs 8 m
- 9 yrs 8 m
- Fund Size
- ₹8,733 Crs
- ₹48,055 Crs
- 3 months
- 9.27%
- 12.59%
- 6 months
- 5.12%
- 12.28%
- 1 year
- 3.8%
- 17.1%
- 3 year
- 18.13%
- 18.83%
- 5 year
- 12.43%
- 13.09%
- Standard Deviation
- 11.53
- 19.69
- Sharpe
- 1.18
- 0.8
- Beta
- 0.61
- 0.98
- Sortino
- 1.56
- 0.95
- Alpha
- 5.38
- 2.61
- Top 3 sectors
- Financial (27.46%)
- Energy (9.24%)
- Technology (8.56%)
- Financial (26.33%)
- Energy (10.83%)
- Construction (5.58%)
- Top 5 holdings
- ICICI Bank Ltd. (6.65%)
- HDFC Bank Ltd. (6.62%)
- Reliance Industries Ltd. (6.13%)
- GOI (5.37%)
- Infosys Ltd. (3.21%)
- GOI (11.07%)
- State Bank of India (6.64%)
- Coal India Ltd. (4.95%)
- HDFC Bank Ltd. (4.71%)
- Reserve Bank of India (4.14%)
- P/E Ratio
- 18.21
- 11.34
- P/B Ratio
- 2.83
- 1.79
- Equity%
- 70.87%
- 70.35%
- Debt%
- 22.66%
- 21.77%
- Turnover Ratio
- 97
- 23.01
- Yield To Maturity
- 6.31%
- 6.16%
- Modified Duration
- 1.47 yrs
- 1.45 yrs
- Avg. Maturity
- 1.72 yrs
- 3.47 yrs
- Avg. Credit Quality
- Low (Cash & Call Money)
- Low (SOV)
- Expense Ratio
- 0.47%
- 0.97%
- Exit Load
- 1% know more
- 1% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- Nifty 50 Hybrid Composite debt 50:50 Index
- Nifty 50 Hybrid Composite debt 50:50 Index
- Min. Investment
- SIP ₹500 & Lumpsum ₹5000
- SIP ₹100 & Lumpsum ₹100
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Bharat Lahoti
- Rahul Dedhia
- Anil Bamboli
- Gopal Agrawal
- Srinivasan Ramamurthy
