Axis Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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Axis Balanced Advantage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
Fund	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹94251 Cr	₹2652 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2000	01 Aug 2017
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	21.38%	24%
Expense Ratio	1.35	2
Manager	Anil Bamboli	Hardik Shah
ISIN Code	INF179K01830	INF846K01A52
Exits Load	HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	1.69%	0.29%
6 Month	0.72%	0.24%
1 Year	5.7%	8.58%
3 Year	22.6%	15.87%
5 Year	25.22%	14.2%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	5.66%	3.69%
1 Year	7.19%	6.17%
3 Year	18.28%	14.89%
5 Year	20.32%	13.17%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	17.82%	8.75%
3 Year	16.09%	10.38%
5 Year	15.02%	9.89%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	9.701%	8.096%
Sharp	1.207%	0.607%
Beta	-	-
Alpha	-	-

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
Name	Anil Bamboli	Hardik Shah
Total AUM	₹135442 Cr	₹0 Cr
Funds Managed	12	12
	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	45.54	34.05
Large Cap	52.58	56.4
Small Cap	6.1	4.04
Mid Cap	6.45	5.5

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	43.92	32.81
Communication Services	2.71	3.08
Energy	7.4	7.7
Technology	5.37	6.58
Industrials	8.87	5.28
Basic Materials	2	3.97
Financial Services	22.36	21.88
Consumer Cyclical	5.5	7.77
Consumer Defensive	2.65	2.51
Real Estate	1.44	0.43
Healthcare	4.17	5.99
Utilities	4.3	1.99