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Baroda BNP Paribas Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

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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 Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Fund HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹100299 Cr ₹4304 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 11 Sep 2000 13 Nov 2018
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% 173%
Expense Ratio 1.35 1.89
Manager Anil Bamboli Miten Vora
ISIN Code INF179K01830 INF955L01HC4
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 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month 1.82% 2.71%
6 Month 4.2% 4.86%
1 Year 4.89% 8.16%
3 Year 23.01% 18.24%
5 Year 24.68% 16.82%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month 6.68% 9.21%
1 Year 10.58% 15.28%
3 Year 18.63% 15.94%
5 Year 20.52% 14.55%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 17.82% 14.9%
3 Year 16.09% 14.38%
5 Year 15.02% 15.85%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 9.41% 9.80%
Sharp 1.60% 1.12%
Beta - -
Alpha - -

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Name Anil Bamboli Miten Vora
Total AUM ₹135442 Cr ₹6478 Cr
Funds Managed 12 6
HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 33.94 28.89
Large Cap 53.07 42.74
Small Cap 6 10.96
Mid Cap 6.99 17.41

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 31.77 20.22
Communication Services 3.4 4.21
Basic Materials 2 2.09
Energy 7.39 5.77
Technology 6.23 5.54
Industrials 8.65 12.13
Consumer Defensive 2.71 5.03
Financial Services 22.31 25.46
Consumer Cyclical 5.51 8.03
Real Estate 1.45 2.31
Healthcare 4.16 6.85
Utilities 4.41 2.36

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