Edelweiss Balanced Advantage Fund vs HDFC BSE 500 Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Balanced Advantage Fund is a Balanced Advantage fund and HDFC BSE 500 Index Fund is an Index fund. In the 3 years to 30-10-2026, Edelweiss Balanced Advantage Fund (Direct) returned 10.6% a year and HDFC BSE 500 Index Fund (Direct) returned 9.3% a year. Edelweiss Balanced Advantage Fund charges 0.81% a year and HDFC BSE 500 Index Fund 0.35% (Direct plans). Their portfolios overlap 52.6%: they hold 99 of the same securities.
Edelweiss Balanced Advantage Fund
Balanced Advantage
- 3 year return
- 10.6%
- Expense ratio
- 0.81%
- NAV
- ₹59.87
Which is better, Edelweiss Balanced Advantage or HDFC BSE 500 Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss Balanced Advantage returned more over 3 years: 10.6% a year against 9.3%.
- Edelweiss Balanced Advantage returned more over 1 year: 0.5% against −8.0%.
- HDFC BSE 500 Index costs less: 0.35% a year against 0.81% (Direct plans).
- Edelweiss Balanced Advantage swung less over 3 years: a standard deviation of 9.2% a year against 14.1%.
- Edelweiss Balanced Advantage fell less in its worst fall since 21-04-2023: −11.1% against −18.8%.
- Edelweiss Balanced Advantage is the larger fund: ₹12,880 Cr against ₹313 Cr.
- Their portfolios overlap 52.6%: 99 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Edelweiss Balanced Advantage Fund | HDFC BSE 500 Index Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | HDFC Mutual Fund |
| Category | Balanced Advantage | Index |
| AUM | ₹12,880 Cr (30-09-2026) | ₹313 Cr (30-09-2026) |
| NAV | ₹59.87 (Direct) | ₹14.81 (Direct) |
| Expense ratio (Direct) | 0.81% | 0.35% |
| Expense ratio (Regular) | 1.93% | 0.84% |
| Riskometer | Very High | Very High |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index | BSE 500 TRI |
| Launch date | 20-08-2009 | 21-04-2023 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Bhavesh Jain, Bharat Lahoti, Rahul Dedhia, Kedar Karnik | Nandita Menezes, Arun Agarwal |
| Exit load | • 10% of the units allotted shall be redeemed without any Exit Load on or before completion of 90 days from the date of allotment of units. Any redemption in excess of such limit within 90 days from the date of allotment shall be subject to the following Exit Load: • If redeemed or switched out on or before completion of 90 days from the date of allotment of units - 1.00% • If redeemed or switched out after completion of 90 days from the date of allotment of units - NIL | NIL |
Edelweiss Balanced Advantage vs HDFC BSE 500 Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss Balanced Advantage Fund (Direct) | +0.39% | −1.92% | +1.39% | +0.50% | +10.56% | +8.93% | +11.84% |
| HDFC BSE 500 Index Fund (Direct) | −0.90% | −6.15% | −3.10% | −7.96% | +9.29% | -- | -- |
| Balanced Advantage average | −0.55% | −2.88% | +0.08% | −2.08% | +9.14% | +8.35% | +9.91% |
Category average: the average of the 38 Balanced Advantage funds, same plan type.
Edelweiss Balanced Advantage vs HDFC BSE 500 Index: Year-wise Returns
| Year | Edelweiss Balanced AdvantageEdelweiss Balanced Advantage | HDFC BSE 500 IndexHDFC BSE 500 Index |
|---|---|---|
| 2026to date | −0.61% | −8.06% |
| 2025 | +8.27% | +7.17% |
| 2024 | +14.39% | +14.95% |
| 2023 | +20.28% | -- |
| 2022 | +3.53% | -- |
| 2021 | +20.41% | -- |
Edelweiss Balanced Advantage vs HDFC BSE 500 Index: Rolling Returns
Every holding period of both funds, against BSE 500 TRI, the benchmark of HDFC BSE 500 Index Fund
Rolling returns
Every 3-year holding period, 131 of them, one for each trading day from 21-04-2026 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Edelweiss Balanced Advantage Fund (Direct)
HDFC BSE 500 Index Fund (Direct)
BSE 500 TRI
to
May 2026Jun 2023
to
Jun 2026Jul 2023
to
Jul 2026Aug 2023
to
Aug 2026Sept 2023
to
Sept 2026Oct 2023
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Balanced Advantage | 0.0 | 0.0 | 8.4 | 91.6 | 0.0 | 0.0 | 0.0 | 11.5% | 11.6% | 9.6% | 14.1% | 27% |
| HDFC BSE 500 Index | 0.0 | 0.0 | 25.2 | 72.5 | 2.3 | 0.0 | 0.0 | 11.6% | 11.9% | 7.9% | 15.8% | 0% |
| BSE 500 TRI | 0.0 | 0.0 | 18.3 | 74.0 | 7.6 | 0.0 | 0.0 | 12.2% | 12.5% | 8.4% | 16.5% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 21-04-2023. Past returns do not promise future returns.
Edelweiss Balanced Advantage vs HDFC BSE 500 Index: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 03-04-2023 to 30-10-2026: 43 instalments, ₹4,30,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss Balanced AdvantageEdelweiss Balanced Advantage Fund (Direct) | ₹4,30,000 | ₹4,85,786 | ₹55,786 | 6.8% |
| HDFC BSE 500 IndexHDFC BSE 500 Index Fund (Direct) | ₹4,30,000 | ₹4,55,892 | ₹25,892 | 3.2% |
Edelweiss Balanced AdvantageEdelweiss Balanced Advantage Fund (Direct)
HDFC BSE 500 IndexHDFC BSE 500 Index Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Edelweiss Balanced Advantage vs HDFC BSE 500 Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Balanced Advantage Fund (Direct) | HDFC BSE 500 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +0.50% | −7.96% |
| Standard deviation | 9.31% | 14.18% |
| Sharpe ratio | -0.51 | -0.93 |
| Sortino ratio | -0.69 | -1.23 |
| Maximum drawdown | −8.1% (23-03-2026) | −14.8% (31-03-2026) |
| Beta | -- | 1.00 |
| Alpha | -- | −0.34% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Balanced Advantage Fund (Direct) | HDFC BSE 500 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.56% | +9.29% |
| Standard deviation | 9.18% | 14.08% |
| Sharpe ratio | 0.49 | 0.23 |
| Sortino ratio | 0.67 | 0.31 |
| Maximum drawdown | −11.1% (28-02-2025) | −18.8% (28-02-2025) |
| Beta | -- | 1.00 |
| Alpha | -- | −0.58% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Balanced Advantage Fund (Direct) | HDFC BSE 500 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.91% | +11.82% |
| Standard deviation | 8.85% | 13.39% |
| Sharpe ratio | 0.66 | 0.42 |
| Sortino ratio | 0.92 | 0.57 |
| Maximum drawdown | −16.2% (23-03-2020) | −18.8% (28-02-2025) |
| Beta | -- | 1.00 |
| Alpha | -- | −0.58% |
From daily NAVs, 22-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss Balanced Advantage Fund (Direct)
HDFC BSE 500 Index Fund (Direct)
BSE 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss Balanced Advantage Fund (Direct) | −11.1% | 27-09-2024 | 28-02-2025 | 10-10-2025 | 7 months | −3.6% |
| HDFC BSE 500 Index Fund (Direct) | −18.8% | 26-09-2024 | 28-02-2025 | Not yet | -- | −10.1% |
| BSE 500 TRI | −18.7% | 26-09-2024 | 28-02-2025 | Not yet | -- | −9.4% |
From daily values since 21-04-2023, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Balanced Advantage Fund (Direct)
HDFC BSE 500 Index Fund (Direct)
BSE 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Balanced Advantage Fund (Direct)
HDFC BSE 500 Index Fund (Direct)
BSE 500 TRI
Against BSE 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Edelweiss Balanced Advantage Fund (Direct) | 71% | 51% | 6.18% |
| HDFC BSE 500 Index Fund (Direct) | 98% | 101% | 0.13% |
From month-end values since 21-04-2023. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Edelweiss Balanced Advantage vs HDFC BSE 500 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Balanced Advantage Fund, September 2026; HDFC BSE 500 Index Fund, September 2026
Holdings in common
- Overlap
- 52.6%
- Held by both
- 99
- Only in Edelweiss Balanced Advantage
- 28
- Only in HDFC BSE 500 Index
- 401
| Security | % of Edelweiss Balanced Advantage | % of HDFC BSE 500 Index |
|---|---|---|
| ICICI Bank Ltd. | 4.67% | 5.02% |
| HDFC Bank Ltd. | 4.04% | 5.72% |
| Reliance Industries Ltd. | 3.63% | 4.16% |
| Larsen & Toubro Ltd. | 3.03% | 2.32% |
| State Bank of India | 2.33% | 2.11% |
| Infosys Ltd. | 2.57% | 1.86% |
| Bharti Airtel Ltd. | 1.72% | 2.90% |
| Axis Bank Ltd. | 1.43% | 1.86% |
| Bajaj Finance Ltd. | 1.35% | 1.36% |
| Mahindra & Mahindra Ltd. | 1.32% | 1.39% |
| Eternal Ltd. | 1.37% | 1.22% |
| Titan Company Ltd. | 1.48% | 0.99% |
| ITC Ltd. | 0.97% | 1.34% |
| Tata Consultancy Services Ltd. | 0.92% | 1.10% |
| Kotak Mahindra Bank Ltd. | 0.86% | 1.62% |
| Sun Pharmaceutical Industries Ltd. | 0.81% | 1.04% |
| Shriram Finance Ltd. | 0.74% | 0.72% |
| Maruti Suzuki India Ltd. | 0.70% | 0.81% |
| HCL Technologies Ltd. | 1.01% | 0.69% |
| Tata Steel Ltd. | 0.69% | 0.80% |
| Ultratech Cement Ltd. | 0.78% | 0.68% |
| NTPC Ltd. | 0.68% | 0.81% |
| Hindustan Unilever Ltd. | 0.64% | 0.89% |
| InterGlobe Aviation Ltd. | 0.63% | 0.59% |
| Tech Mahindra Ltd. | 1.43% | 0.52% |
| TVS Motor Company Ltd. | 2.77% | 0.50% |
| Oil & Natural Gas Corporation Ltd. | 0.60% | 0.46% |
| Trent Ltd. | 0.47% | 0.46% |
| Grasim Industries Ltd. | 0.45% | 0.61% |
| Nestle India Ltd. | 0.45% | 0.49% |
| Multi Commodity Exchange Of India Ltd. | 1.17% | 0.44% |
| Apollo Hospitals Enterprise Ltd. | 0.64% | 0.44% |
| Hindalco Industries Ltd. | 0.42% | 0.72% |
| Bajaj Finserv Ltd. | 0.42% | 0.51% |
| SBI Life Insurance Company Ltd. | 0.42% | 0.40% |
| Bharat Electronics Ltd. | 0.40% | 0.74% |
| Samvardhana Motherson International Ltd. | 0.58% | 0.38% |
| Lenskart Solutions Ltd. | 0.38% | 0.49% |
| Cholamandalam Investment & Finance Company Ltd. | 0.90% | 0.37% |
| Vedanta Aluminium Metal Ltd. | 0.46% | 0.36% |
| Tata Motors Ltd. | 0.34% | 0.47% |
| Avenue Supermarts Ltd. | 0.37% | 0.33% |
| Bharat Heavy Electricals Ltd. | 0.96% | 0.32% |
| Coforge Ltd. | 0.38% | 0.32% |
| VARUN BEVERAGES LIMITED | 0.50% | 0.31% |
| Britannia Industries Ltd. | 0.77% | 0.30% |
| Persistent Systems Ltd. | 0.52% | 0.30% |
| Divi's Laboratories Ltd. | 0.30% | 0.63% |
| Laurus Labs Ltd. | 0.30% | 0.41% |
| Life Insurance Corporation of India | 0.30% | 0.29% |
| GE Vernova T&D India Limited | 1.24% | 0.27% |
| Indus Towers Ltd. | 0.93% | 0.26% |
| Lupin Ltd. | 0.75% | 0.26% |
| JSW Steel Ltd. | 0.26% | 0.63% |
| Info Edge (India) Ltd. | 0.57% | 0.25% |
| Solar Industries India Ltd. | 0.54% | 0.25% |
| GAIL (India) Ltd. | 0.33% | 0.24% |
| FSN E-Commerce Ventures Ltd. | 0.56% | 0.23% |
| Ashok Leyland Ltd. | 0.32% | 0.23% |
| APL Apollo Tubes Ltd. | 0.25% | 0.23% |
| Marico Ltd. | 0.74% | 0.22% |
| United Spirits Ltd. | 0.42% | 0.21% |
| Sona BLW Precision Forgings Ltd. | 0.71% | 0.20% |
| Welspun Corp Ltd. | 0.63% | 0.19% |
| Vodafone Idea Ltd. | 0.45% | 0.19% |
| Glenmark Pharmaceuticals Ltd. | 0.89% | 0.18% |
| Radico Khaitan Ltd. | 0.24% | 0.18% |
| Union Bank of India | 0.17% | 0.17% |
| Muthoot Finance Ltd. | 0.27% | 0.16% |
| UPL Ltd. | 0.21% | 0.16% |
| Indian Bank | 0.59% | 0.15% |
| Alkem Laboratories Ltd. | 0.15% | 0.16% |
| Ather Energy Ltd. | 0.88% | 0.14% |
| Billionbrains Garage Ventures Ltd. | 0.63% | 0.14% |
| RBL Bank Ltd. | 0.78% | 0.13% |
| Oracle Financial Services Software Ltd. | 0.39% | 0.13% |
| Hindustan Petroleum Corporation Ltd. | 0.13% | 0.18% |
| Mahindra & Mahindra Financial Services Ltd | 0.28% | 0.11% |
| UNO Minda Ltd. | 0.25% | 0.11% |
| Bharat Petroleum Corporation Ltd. | 0.11% | 0.31% |
| ICICI Prudential Asset Mgmt Co Ltd. | 0.49% | 0.10% |
| Pine Labs Ltd. | 0.13% | 0.10% |
| Vishal Mega Mart Ltd | 0.10% | 0.15% |
| CG Power and Industrial Solutions Ltd. | 0.10% | 0.31% |
| Polycab India Ltd. | 0.10% | 0.22% |
| Manappuram Finance Ltd. | 0.50% | 0.09% |
| Mazagon Dock Shipbuilders Ltd. | 0.26% | 0.09% |
| Craftsman Automation Ltd. | 0.91% | 0.08% |
| Premier Energies Ltd. | 0.84% | 0.08% |
| Schaeffler India Ltd. | 0.66% | 0.08% |
| LIC Housing Finance Ltd. | 0.36% | 0.08% |
| Torrent Pharmaceuticals Ltd. | 0.08% | 0.30% |
| Cholamandalam Financial Holdings Ltd. | 0.60% | 0.07% |
| Abbott India Ltd. | 0.38% | 0.07% |
| Brigade Enterprises Ltd. | 0.28% | 0.06% |
| Jyoti CNC Automation Ltd. | 0.65% | 0.05% |
| Housing & Urban Development Corp Ltd. | 0.04% | 0.04% |
| Minda Corporation Ltd. | 0.55% | 0.03% |
| SJVN Ltd. | 0.07% | 0.02% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 52.6% means 52.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Edelweiss Balanced Advantage Fund
| Security | % of fund |
|---|---|
| 7.51% SIDBI SR V NCD RED 12-06-2028 | 1.35% |
| 7.3789% ADITYA BIRLA CAP SR B2 14-02-28 | 1.15% |
| Vedanta Ltd. | 1.03% |
| 7.9% MAH & MAH FIN AB2026 21-02-28 | 0.97% |
| 7.86% TATA CAP HSG SRC 21-09-29 | 0.77% |
Largest holdings only in HDFC BSE 500 Index Fund
| Security | % of fund |
|---|---|
| Adani Ports & Special Economic Zone | 0.74% |
| Power Grid Corporation of India Ltd. | 0.63% |
| Bajaj Auto Limited | 0.61% |
| Asian Paints Limited | 0.57% |
| Coal India Ltd. | 0.54% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Balanced Advantage | HDFC BSE 500 Index |
|---|---|---|
| Equity | 79.0% | 99.8% |
| Debt | 9.3% | 0.0% |
| Cash and others | 11.7% | 0.2% |
Market cap of stocks
| Market cap | Edelweiss Balanced Advantage | HDFC BSE 500 Index |
|---|---|---|
| Large Cap | 58.4% | 67.0% |
| Mid Cap | 13.1% | 21.5% |
| Small Cap | 6.7% | 11.3% |
| Not on AMFI's list | 0.8% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Edelweiss Balanced Advantage | HDFC BSE 500 Index |
|---|---|---|
| Banks | 14.9% | 19.4% |
| IT - Software | 7.2% | 5.8% |
| Finance | 5.5% | 6.4% |
| Pharmaceuticals & Biotechnology | 3.7% | 5.8% |
| Automobiles | 5.7% | 4.9% |
| Petroleum Products | 3.9% | 5.0% |
| Retailing | 3.8% | 4.0% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Balanced Advantage vs HDFC BSE 500 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Balanced Advantage Fund | HDFC BSE 500 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.81% | 0.35% |
| Base expense ratio (Direct) | 0.52% | 0.24% |
| Total expense ratio (Regular) | 1.93% | 0.84% |
| Base expense ratio (Regular) | 1.47% | 0.65% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
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Edelweiss Balanced Advantage Fund vs HDFC BSE 500 Index Fund: Frequently Asked Questions
What is the difference between Edelweiss Balanced Advantage Fund and HDFC BSE 500 Index Fund?
Edelweiss Balanced Advantage Fund is a Balanced Advantage fund, HDFC BSE 500 Index Fund is an Index fund, run by Edelweiss Mutual Fund and HDFC Mutual Fund. Their portfolios overlap 52.6%. Edelweiss Balanced Advantage Fund charges 0.81% a year and HDFC BSE 500 Index Fund 0.35%.
Which has given higher returns, Edelweiss Balanced Advantage Fund or HDFC BSE 500 Index Fund?
Over 1 year: Edelweiss Balanced Advantage Fund +0.50%, HDFC BSE 500 Index Fund −7.96%. Over 3 years: Edelweiss Balanced Advantage Fund +10.56% a year, HDFC BSE 500 Index Fund +9.29% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Edelweiss Balanced Advantage Fund or HDFC BSE 500 Index Fund?
HDFC BSE 500 Index Fund charges less: 0.35% a year against 0.81%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Balanced Advantage Fund and HDFC BSE 500 Index Fund overlap?
52.6%. They hold 99 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Balanced Advantage Fund or HDFC BSE 500 Index Fund?
On SEBI's riskometer, Edelweiss Balanced Advantage Fund is rated Very High and HDFC BSE 500 Index Fund Very High. Over 3 years, the standard deviation of daily returns was 9.18% and 14.08% a year.
Which is better for SIP, Edelweiss Balanced Advantage Fund or HDFC BSE 500 Index Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹4,01,423 in Edelweiss Balanced Advantage Fund (XIRR 5.2% a year) and ₹3,73,702 in HDFC BSE 500 Index Fund (XIRR 0.6% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both Edelweiss Balanced Advantage Fund and HDFC BSE 500 Index Fund?
Yes. 52.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Edelweiss Balanced Advantage Fund and HDFC BSE 500 Index Fund?
Edelweiss Balanced Advantage Fund: Bhavesh Jain, Bharat Lahoti, Rahul Dedhia, Kedar Karnik. HDFC BSE 500 Index Fund: Nandita Menezes, Arun Agarwal.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.