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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) ₹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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