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Axis Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹101080 Cr | ₹3591 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 | 1.6% | 0.72% |
| 6 Month | 9.83% | 7.11% |
| 1 Year | 3.14% | 2.73% |
| 3 Year | 19.43% | 14.21% |
| 5 Year | 24.06% | 12.66% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.69% | 1.04% |
| 1 Year | 9.69% | 6.89% |
| 3 Year | 15.16% | 12.97% |
| 5 Year | 17.82% | 12.15% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.32% | 8.43% |
| 3 Year | 16.26% | 10.68% |
| 5 Year | 15.12% | 10.45% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.93% | 7.43% |
| Sharp | 1.31% | 0.90% |
| 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 | 36.15 | 36.15 |
| Large Cap | 51.59 | 55.89 |
| Small Cap | 5.61 | 2.53 |
| Mid Cap | 6.65 | 5.43 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.41 | 30.96 |
| Communication Services | 3.5 | 2.21 |
| Energy | 6.87 | 6.94 |
| Technology | 5.84 | 8.77 |
| Industrials | 8.02 | 6.84 |
| Consumer Defensive | 2.75 | 4.16 |
| Financial Services | 21.4 | 21.75 |
| Basic Materials | 1.91 | 3.62 |
| Consumer Cyclical | 6.68 | 5.81 |
| Real Estate | 1.48 | 1.05 |
| Healthcare | 4.03 | 5.4 |
| Utilities | 4.1 | 2.51 |
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