HDFC Balanced Advantage Fund vs Edelweiss Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
14.5%
3Y Return
14.24%
dekho, humne do funds compare kiye hain - HDFC Balanced Advantage Fund aur Edelweiss Mutual Fund Multi Cap Fund. yeh dono alag categories mein aate hain, Hybrid aur Multi Cap. aage chaliye, hum dekhenge ki kaunsa fund long-term wealth creation ke liye better hai aur kyun.
| Parameter | AHDFC Balanced Advantage Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Edelweiss Mutual Fund |
| Category | Hybrid | Multi Cap |
| NAV (₹) | 551.96 | 15.12 |
| AUM (₹ Cr) | 10.54 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 0.75% | 1.68% |
| Riskometer | Moderately High | Very High |
| Volatility | 8.58 | 15.25 |
| Sharpe Ratio | 0.93 | 0.68 |
| 1 Year Return (%) | -1.45% | 3.12% |
| 3 Year Return (%) | 14.5% | 14.24% |
| 5 Year Return (%) | 15.05% | 8.32% |
| Since Launch (%) | 13.14% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 April 2006 | 30 October 2023 |
| 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 500 Multicap 50:25:25 TRI |
| Top 3 Holdings | ICICI Bank Ltd. (4.47%), HDFC Bank Ltd. (4.14%), Reliance Industries Ltd. (4.09%) | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| 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: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 27% | 55% |
🤖 AI Verdict – Which is Better?
haan, HDFC Balanced Advantage Fund 3Y return mein 14.5% dikha raha hai, jo Edelweiss Mutual Fund Multi Cap Fund se zyada hai.expense ratio bhi kam hai, 0.75% ki jagah 1.68%. risk bhi moderately high hai, jo very high se kam hai. isliye, hum kehte hain ki HDFC Balanced Advantage Fund long-term wealth creation ke liye better 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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
chaliye, SIP ke liye hum dekhenge ki kaunsa fund zyada consistent hai. HDFC Balanced Advantage Fund ka 3Y return 14.5% hai, jo Edelweiss Mutual Fund Multi Cap Fund se zyada hai. isliye, hum kehte hain ki HDFC Balanced Advantage Fund SIP ke liye better hai.
⚠️ Risk & Cost Analysis
dekho, riskometer ke hisab se Edelweiss Mutual Fund Multi Cap Fund ka risk very high hai, jabki HDFC Balanced Advantage Fund ka risk moderately high hai. volatility bhi zyada hai, 15.25 ki jagah 8.58. Sharpe ratio bhi kam hai, 0.68 ki jagah 0.93. isliye, hum kehte hain ki HDFC Balanced Advantage Fund risk-adjusted returns ke liye better hai.
📊 Portfolio Diversification
sach ye hai ki HDFC Balanced Advantage Fund ka asset allocation zyada diversified hai, 69.75% equity, 7.48% GOI Sec, aur anya assets. Edelweiss Mutual Fund Multi Cap Fund ka asset allocation zyada concentrated hai, 97% equity. isliye, hum kehte hain ki HDFC Balanced Advantage Fund zyada diversified hai.
SIP Calculator – Compare Growth Potential
HDFC Balanced Advantage Fund
₹1351121.42
@14.5% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% 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 Multi Cap Fund se zyada hai. isliye, hum kehte hain ki HDFC Balanced Advantage Fund long-term mein better returns deta hai.
Q2: Is the higher risk fund worth it?
nahi, higher risk fund, Edelweiss Mutual Fund Multi Cap Fund, ka Sharpe ratio kam hai, 0.68 ki jagah 0.93. isliye, hum kehte hain ki higher risk worth nahi hai.
Q3: Which fund is more cost‑effective?
HDFC Balanced Advantage Fund ka expense ratio 0.75% hai, jo Edelweiss Mutual Fund Multi Cap Fund se kam hai, 1.68%. isliye, hum kehte hain ki HDFC Balanced Advantage Fund zyada 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