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Axis Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund Regular Growth

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tortoise-icon 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 Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Fund HDFC Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹102790 Cr ₹3431 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

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month -1.41% -0.91%
6 Month 7.78% 5.27%
1 Year 2.44% 5.22%
3 Year 18.76% 13.11%
5 Year 23.02% 13.12%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month 2.35% 1.48%
1 Year 4.07% 2.83%
3 Year 15.26% 12.89%
5 Year 18.32% 12.05%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year 17.49% 8.63%
3 Year 16.2% 10.55%
5 Year 15.09% 10.25%

Risk Management

Scheme Name HDFC Balanced Advantage Fund Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation 9.16% 7.58%
Sharp 1.34% 0.91%
Beta - -
Alpha - -

Fund Managers

Scheme Name HDFC Balanced Advantage Fund Regular Growth 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 Regular Growth Axis Balanced Advantage Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund Regular Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 35.76 36.86
Large Cap 51.34 54.94
Small Cap 5.79 2.84
Mid Cap 7.11 5.37

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund Regular Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Others 33.05 32.11
Communication Services 3.53 2.4
Energy 6.92 7.26
Technology 5.83 7.07
Industrials 8.06 7.13
Consumer Defensive 2.72 3.25
Financial Services 21.59 22.96
Basic Materials 2.04 3.57
Consumer Cyclical 6.36 5.44
Real Estate 1.5 0.57
Healthcare 4.2 5.67
Utilities 4.21 2.56

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