HDFC Balanced Advantage Fund vs Edelweiss Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
14.5%
3Y Return
14.7%
dekho, aapke paas do fund options hain - HDFC Balanced Advantage Fund aur Edelweiss Mutual Fund Large Cap Fund. dono funds alag categories mein aate hain, ek hybrid hai aur doosra large cap hai. is article mein hum in dono funds ki tulna karenge aur aapko bataayenge ki kaunsa fund aapke long-term wealth creation ke liye behtar hai.
| Parameter | AHDFC Balanced Advantage Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Edelweiss Mutual Fund |
| Category | Hybrid | Large Cap |
| NAV (₹) | 551.96 | 497.22 |
| AUM (₹ Cr) | 10.54 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 0.75% | 0.52% |
| Riskometer | Moderately High | Very High |
| Volatility | 8.58 | 12.9 |
| Sharpe Ratio | 0.93 | 0.64 |
| 1 Year Return (%) | -1.45% | -4.02% |
| 3 Year Return (%) | 14.5% | 14.7% |
| 5 Year Return (%) | 15.05% | 12.03% |
| Since Launch (%) | 13.14% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 April 2006 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Anil Bamboli; Arun Agarwal; Dhruv Muchhal; Gopal Agrawal; Nandita Menezes; Srinivasan Ramamurthy (3.8 years yrs) | Bharat Lahoti (3.5 years yrs) |
| Benchmark | Nifty 50 Hybrid Composite Debt 65:35 Index | Nifty 50 |
| Top 3 Holdings | ICICI Bank Ltd. (4.47%), HDFC Bank Ltd. (4.14%), Reliance Industries Ltd. (4.09%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 69.75% | GOI Sec: 7.48% | Debenture: 6.09% | NCD: 3.03% | Debt: 2.73% | SDL: 1.63% | REITs: 1.27% | Bonds/NCD: 0.99% | CD: 0.87% | Bonds/Deb: 0.7% | Sec. Debt: 0.42% | InvITs: 0.28% | FRB: 0.09% | Add. Tier 1 Bond: 0.05% | FD: 0.03% | ZCB: 0.03% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 27% | 32% |
🤖 AI Verdict – Which is Better?
haan, agar hum 3Y return, expense ratio, aur risk ko dekhein, to HDFC Balanced Advantage Fund thoda behtar lagta hai. iska 3Y return 14.5% hai aur expense ratio 0.75% hai, jo ki Edelweiss Mutual Fund Large Cap Fund se thoda kam hai. lekin, risk bhi kam nahi hai, iska riskometer moderately high hai.
Why consider HDFC Balanced Advantage Fund?
- Expense ratio: 0.75%
- 3Y return: 14.5%
- AUM: 10.54 Lac Cr
- Sharpe Ratio: 0.93
Why consider Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
chaliye, agar aap monthly SIP ke liye soch rahe hain, to HDFC Balanced Advantage Fund thoda behtar option hai. iska consistency aur return stability thoda accha hai, aur hybrid category mein hone ke kaaran yeh thoda diversified bhi hai.
⚠️ Risk & Cost Analysis
sach ye hai ki Edelweiss Mutual Fund Large Cap Fund ka riskometer very high hai, aur uska volatility 12.9 hai, jo ki HDFC Balanced Advantage Fund se zyada hai. lekin, HDFC Balanced Advantage Fund ka Sharpe ratio 0.93 hai, jo ki Edelweiss Mutual Fund Large Cap Fund se behtar hai. isliye, HDFC Balanced Advantage Fund better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
dekho, HDFC Balanced Advantage Fund ka asset allocation thoda diversified hai, kyunki ismein equity ke alawa GOI Sec, Debenture, NCD, Debt, SDL, REITs, aur Bonds/Deb bhi hain. lekin, Edelweiss Mutual Fund Large Cap Fund ka asset allocation thoda concentrated hai, kyunki ismein 96% equity hai. isliye, HDFC Balanced Advantage Fund thoda behtar diversified hai.
SIP Calculator – Compare Growth Potential
HDFC Balanced Advantage Fund
₹1351121.42
@14.5% annual return (3Y)
Edelweiss Mutual Fund Large Cap Fund
₹1367804.07
@14.7% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
HDFC Balanced Advantage Fund ka 5Y return 15.05% hai, jo ki Edelweiss Mutual Fund Large Cap Fund se behtar hai.
Q2: Is the higher risk fund worth it?
nahi, Edelweiss Mutual Fund Large Cap Fund ka volatility 12.9 hai, jo ki HDFC Balanced Advantage Fund se zyada hai, aur uska Sharpe ratio 0.64 hai, jo ki HDFC Balanced Advantage Fund se kam hai.
Q3: Which fund is more cost‑effective?
Edelweiss Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo ki HDFC Balanced Advantage Fund se kam hai, lekin exit load ki information nahi hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price