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HDFC Balanced Advantage Fund vs Axis 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) | ₹101773 Cr | ₹3431 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 | -1.41% | -0.91% |
| 6 Month | 7.78% | 5.27% |
| 1 Year | 2.44% | 5.22% |
| 3 Year | 18.76% | 13.11% |
| 5 Year | 23.02% | 13.12% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.99% | 1.29% |
| 1 Year | 5.11% | 3.92% |
| 3 Year | 15.58% | 13.19% |
| 5 Year | 18.5% | 12.25% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.49% | 8.63% |
| 3 Year | 16.2% | 10.55% |
| 5 Year | 15.09% | 10.25% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.16% | 7.58% |
| Sharp | 1.34% | 0.91% |
| 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 | 35.76 | 36.86 |
| Large Cap | 51.34 | 54.94 |
| Small Cap | 5.79 | 2.84 |
| Mid Cap | 7.11 | 5.37 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 33.05 | 32.11 |
| Communication Services | 3.53 | 2.4 |
| Energy | 6.92 | 7.26 |
| Technology | 5.83 | 7.07 |
| Industrials | 8.06 | 7.13 |
| Consumer Defensive | 2.72 | 3.25 |
| Financial Services | 21.59 | 22.96 |
| Basic Materials | 2.04 | 3.57 |
| Consumer Cyclical | 6.36 | 5.44 |
| Real Estate | 1.5 | 0.57 |
| Healthcare | 4.2 | 5.67 |
| Utilities | 4.21 | 2.56 |
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