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) ₹94866 Cr ₹4115 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 -5.32% -6.34%
6 Month -4% -2.13%
1 Year 11.7% 9.12%
3 Year 18.98% 10.56%
5 Year 18.79% 14.85%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month - 6.05%
1 Year 4.28% 6.05%
3 Year 20.55% 14.91%
5 Year 22.28% 14.7%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 18.18% 15.8%
3 Year 15.79% 14.68%
5 Year 14.82% 15.75%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 9.4% 8.78%
Sharp 1.72% 0.89%
Beta 0.99% 1.12%
Alpha 11.94% 2.8%

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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
Fund Manage 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 46.37 35.61
Large Cap 54.24 44.53
Small Cap 7.04 16.17
Mid Cap 6.84 12.78

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

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

Others 46.37 35.61
Telecom - Services 2.55 1.96
Petroleum Products 4.95 6.14
Electrical Equipment 0.68 3.08
IT - Software 4.29 5.94
Pharmaceuticals & Biotechnology 4.04 4.13
Industrial Manufacturing 1.49 2.25
Cement & Cement Products 0.19 -
Transport Services 0.53 0.54
Construction 4.24 5.79
Finance 4.25 2.11
Ferrous Metals 0.49 -
Consumer Durables 0.31 1.35
Banks 18.34 13.81
Diversified FMCG 2.77 0.17
Non - Ferrous Metals 0.12 0.35
Realty 1.36 1.37
Agricultural, Commercial & Construction Vehicles 0.65 -
Leisure Services 0.06 0.24
Automobiles 3.27 0.91
Aerospace & Defense 1.44 2.03
Power 4.23 5.63
Insurance 0.84 -
Personal Products 0.01 0.55
Gas 0.78 -
Agricultural Food & other Products 0.04 -
Diversified Metals 0.02 -
Oil 0.26 0.57
Food Products 0.08 0.27
Entertainment 0.11 -
Industrial Products 0.34 1.67
Auto Components 0.88 1.8
Chemicals & Petrochemicals 0.37 0.52
Capital Markets 0.1 1.03
Metals & Minerals Trading 0.1 -
Healthcare Services 0.23 0.75
Transport Infrastructure 0.87 -
Consumable Fuels 2.66 -
Financial Technology (Fintech) 0.05 1.64
Minerals & Mining 0.01 -
Fertilizers & Agrochemicals 0.09 -
Retailing 0.03 4.12
Miscellaneous - 0.86
IT - Services - 0.49
Household Products - 0.54
Beverages - 0.87

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