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%
Hybrid aur Large Cap fund ki tulna karte hue, dekho kaunsa fund aapke long-term wealth creation ke liye behtar hai. Yeh article mein aapko HDFC Balanced Advantage Fund aur Edelweiss Mutual Fund Large Cap Fund ke beech ki tulna milegi, jisse aapko pata chalega kaunsa fund aapke investment goals ke liye suitable 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, HDFC Balanced Advantage Fund ka 3Y return 14.5% hai, jo Edelweiss Mutual Fund Large Cap Fund se thoda kam hai, lekin iska expense ratio 0.75% hai, jo thoda zyada hai. Lekin risk ke maamle mein, HDFC Balanced Advantage Fund ka riskometer Moderately High hai, jo Edelweiss Mutual Fund Large Cap Fund ke Very High risk se kam hai, isliye yeh fund long-term wealth creation ke liye behtar 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, SIP ke liye dekhte hai, HDFC Balanced Advantage Fund ka consistency aur return stability thoda behtar hai, isliye yeh fund 10+ years ke SIP ke liye behtar hai. Dekho, HDFC Balanced Advantage Fund ka volatility 8.58 hai, jo Edelweiss Mutual Fund Large Cap Fund ke 12.9 se kam hai.
⚠️ Risk & Cost Analysis
Sach ye hai, HDFC Balanced Advantage Fund ka riskometer Moderately High hai, aur Edelweiss Mutual Fund Large Cap Fund ka Very High hai. Sharpe ratio mein bhi HDFC Balanced Advantage Fund ka 0.93 hai, jo Edelweiss Mutual Fund Large Cap Fund ke 0.64 se behtar hai. Expense ratio mein Edelweiss Mutual Fund Large Cap Fund ka 0.52% hai, jo HDFC Balanced Advantage Fund ke 0.75% se kam hai.
📊 Portfolio Diversification
Dekho, HDFC Balanced Advantage Fund ka asset allocation diversified hai, jismein equity 69.75%, GOI Sec 7.48%, aur debenture 6.09% hai. Edelweiss Mutual Fund Large Cap Fund ka asset allocation mein equity 96% hai, jo thoda concentrated hai. Top holdings mein HDFC Balanced Advantage Fund ka ICICI Bank Ltd. 4.47% hai, aur Edelweiss Mutual Fund Large Cap Fund ka HDFC Bank Ltd. 8.5% 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 Edelweiss Mutual Fund Large Cap Fund ke 12.03% se behtar hai.
Q2: Is the higher risk fund worth it?
Nahin, Edelweiss Mutual Fund Large Cap Fund ka higher risk worth nahin hai, kyunki uska Sharpe ratio 0.64 hai, jo HDFC Balanced Advantage Fund ke 0.93 se kam hai.
Q3: Which fund is more cost‑effective?
Edelweiss Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo HDFC Balanced Advantage Fund ke 0.75% se kam hai, isliye yeh fund more cost-effective 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