HDFC Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

Link copied to clipboard!

HDFC Balanced Advantage Fund Regular Growth

Invest Now

Axis Balanced Advantage Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹102790 Cr	₹3342 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

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	-2.5%	-1.99%
6 Month	4.62%	3.45%
1 Year	-0.01%	3.19%
3 Year	19.36%	13.44%
5 Year	23.71%	13.07%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	2.53%	1.73%
1 Year	4.36%	3.42%
3 Year	15.79%	13.32%
5 Year	18.78%	12.34%

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%

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	9.41%	7.80%
Sharp	1.60%	1.16%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	34.65	36.84
Large Cap	51.91	55.12
Small Cap	6.09	3.25
Mid Cap	7.35	4.8

Scheme Name	HDFC Balanced Advantage Fund Regular Growth	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	31.87	32.21
Communication Services	3.6	2.72
Basic Materials	1.95	3.7
Energy	7.41	8.05
Technology	5.85	7.29
Industrials	8.45	6.68
Consumer Defensive	2.62	3.56
Financial Services	22.17	22
Consumer Cyclical	6.25	6.33
Real Estate	1.44	0.64
Healthcare	4.09	4.45
Utilities	4.3	2.36