Baroda BNP Paribas Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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) | ₹94251 Cr | ₹4078 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 | 1.69% | 3.1% |
6 Month | 0.72% | 0.56% |
1 Year | 5.7% | 7.68% |
3 Year | 22.6% | 17.5% |
5 Year | 25.22% | 17.23% |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 5.66% | 7.58% |
1 Year | 7.19% | 10.51% |
3 Year | 18.28% | 14.87% |
5 Year | 20.32% | 13.89% |
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 | 9.701% | 10.009% |
Sharp | 1.207% | 0.418% |
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 | 45.54 | 31.15 |
Large Cap | 52.58 | 42.99 |
Small Cap | 6.1 | 11.21 |
Mid Cap | 6.45 | 14.66 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 43.92 | 26.01 |
Communication Services | 2.71 | 3.73 |
Energy | 7.4 | 7.58 |
Technology | 5.37 | 7.73 |
Industrials | 8.87 | 12.94 |
Basic Materials | 2 | 0.99 |
Financial Services | 22.36 | 22.52 |
Consumer Cyclical | 5.5 | 6.34 |
Consumer Defensive | 2.65 | 2.53 |
Real Estate | 1.44 | - |
Healthcare | 4.17 | 6.54 |
Utilities | 4.3 | 3.08 |
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