Edelweiss Balanced Advantage Fund vs HDFC Balanced Advantage Fund
Over the last 3 years, Edelweiss Balanced Advantage Fund returned 12.3% a year against 12.2% for HDFC Balanced Advantage Fund (Direct plans). In falling months, Edelweiss Balanced Advantage Fund fell less: 117% of the index's fall, against 134%. Data as of 12 Nov 2026.
| Edelweiss Balanced Advantage Fund | HDFC Balanced Advantage Fund | |
|---|---|---|
| Category | Balanced Advantage | Balanced Advantage |
| Fund house | Edelweiss Mutual Fund | HDFC Mutual Fund |
| Benchmark | 50% Nifty 50 TRI + 50% bond funds | 50% Nifty 50 TRI + 50% bond funds |
| Age | 13.8 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹12,895 cr | ₹1,01,437 cr |
| Direct plan | ||
| Rating | A | B |
| Expense ratio | 0.81% | 0.77% |
| 1Y return | 6.9% | 1.2% |
| 3Y return (a year) | 12.3% | 12.2% |
| 5Y return (a year) | 9.9% | 14.1% |
| 3Y vs index | +3.3% | +3.2% |
| Rating score, rank | 62 · #10 of 30 | 53 · #15 of 30 |
| Regular plan | ||
| Rating | A | A |
| Expense ratio | 1.91% | 1.29% |
| 1Y return | 5.8% | 0.6% |
| 3Y return (a year) | 11.0% | 11.5% |
| 5Y return (a year) | 8.6% | 13.4% |
| 3Y vs index | +2.2% | +2.7% |
| Rating score, rank | 62 · #10 of 30 | 66 · #9 of 30 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 100% | 100% |
| Deepest fall, 3Y | -11.1% | -10.2% |
| Volatility, 3Y | 9.5% | 9.8% |
| Max fall, 5Y | -11.1% | -10.2% |
| Down capture, 3Y | 117 | 134 |
| Stocks held | – | – |
| Top 10 holdings | – | – |
| Large / mid / small caps | – | – |
| Largest sector | – | – |
Common questions
Edelweiss Balanced Advantage Fund or HDFC Balanced Advantage Fund: which is better?
On our track-record ratings (Direct plans), Edelweiss Balanced Advantage Fund is rated A and HDFC Balanced Advantage Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Edelweiss Balanced Advantage Fund or HDFC Balanced Advantage Fund: which has done better?
Over the last 3 years, Edelweiss Balanced Advantage Fund returned 12.3% a year against 12.2% for HDFC Balanced Advantage Fund (Direct plans).
How much do Edelweiss Balanced Advantage Fund and HDFC Balanced Advantage Fund overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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