Compare Edelweiss Balanced Advantage Fund vs HDFC Dynamic PE Ratio Fund of Funds
Fund Details
Risk | Very High | High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.69 | 1 |
NAV | ₹48.56 | ₹38.76 |
Fund Started | 03 Aug 2009 | 17 Jan 2012 |
Fund Size | ₹12306.19 Cr | ₹48.49 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. | Exit load of 1% if redeemed within 1 year. |
Returns
1 Year | 19.75% | 17.03% |
3 Year | 9.84% | 13.22% |
5 Year | 14.57% | 15.55% |
Holding Analysis
Equity | 58.42% | 0.00% |
Cash | 14.23% | 100.00% |
Top Holdings
Top 10 Holdings |
| - |
Fund Manager
Name | Pranavi Kulkarni | Anil Bamboli |
Start Date | 01 Jul 2024 | 16 Apr 2021 |
About Fund
Description | The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. | The Scheme seeks capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund. |
Launch Date | 03 Aug 2009 | 17 Jan 2012 |
