What is the risk comparison between HDFC Balanced Advantage Fund Regular Growth and Axis Balanced Advantage Fund - Regular Plan - Growth?

HDFC Balanced Advantage Fund Regular Growth is less volatile than Axis Balanced Advantage Fund - Regular Plan - Growth. Choose a fund based on your risk tolerance and goals.

HDFC Balanced Advantage Fund Regular Growth vs Axis Balanced Advantage Fund - Regular Plan - Growth: Which has better AUM growth?

HDFC Balanced Advantage Fund Regular Growth has Rs 106820.61 crore in AUM and Axis Balanced Advantage Fund - Regular Plan - Growth has Rs 3799.23 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, HDFC Balanced Advantage Fund Regular Growth or Axis Balanced Advantage Fund - Regular Plan - Growth?

HDFC Balanced Advantage Fund Regular Growth has an expense ratio of 1.35% and Axis Balanced Advantage Fund - Regular Plan - Growth has 1.91%. HDFC Balanced Advantage Fund Regular Growth has a lower ratio, which means it can give better net returns.

HDFC Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

Compare Up to 4 FundsFree Analysis

HDFC Balanced Advantage Fund Regular Growth

Dynamic Asset Allocationmedium Risk

Axis Balanced Advantage Fund - Regular Plan - Growth

Dynamic Asset Allocationvery high Risk

Our Verdict

We reviewed risk-adjusted returns, volatility and consistency to select the top mutual fund winner for your goals.

Returns (5Y)

15.88 %

Expense Ratio

1.35 %

The trade-off:

Verdict Lock

Returns (5Y)

10.22 %

Expense Ratio

1.91 %

The trade-off:

Verdict Lock

Fund Performance Track

Analyze fund performance trends and market comparisons over time.

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Complete Fund Review

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METRICS

HDFC Balanced Advantage Fund Regular Growth

Axis Balanced Advantage Fund - Regular Plan - Growth

Basic Overview

Current NAV

₹ 508.66

₹ 20.83

Benchmark

NIFTY 50 Hybrid Composite debt 50:50 Index

Fund Size (AUM)

₹106821 Cr

₹3799 Cr

Expense Ratio

1.9%

Launch Date

11 Sep 2000

01 Aug 2017

Fund Managers

Anil Bamboli

Devang Shah

Turnover

21%

24%

SIP Returns

1 Year Return

-2%

-0.7%

3 Year Return

8.3%

5 Year Return

14%

10.0%

Since Inception

15%

10.8%

Trailing Returns

1 Month Return

-4%

-3.0%

3 Month Return

-1%

0.1%

1 Year Return

7.4%

3 Year Return

16%

14.2%

5 Year Return

16%

10.2%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

11.65

9.19

Beta

0.08

-0.03

Sharpe Ratio

1.39

1.25

Standard Deviation

9.4

7.39

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

Exit 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

Lock In

No Lock-in

Asset Allocation

Equity

69.51%

59.63%

Others

30.49%

40.37%

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

HDFC Balanced Advantage Fund Regular Growth3 /100

Outstanding protection during market downturns.

Axis Balanced Advantage Fund - Regular Plan - Growth3 /100

More vulnerable during market declines.

HDFC Balanced Advantage Fund Regular Growth3 /100

Outstanding protection during market downturns.

Axis Balanced Advantage Fund - Regular Plan - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

HDFC Balanced Advantage Fund Regular Growth0.0%

Axis Balanced Advantage Fund - Regular Plan - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

HDFC Balanced Advantage Fund Regular Growthslow

Axis Balanced Advantage Fund - Regular Plan - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

( Fund Age - 1Y 1M )

₹00%

Premium Fund Performance Hidden

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Note: SIP value calculations are based on historical NAV data of funds.

See Your Future Wealth

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

HDFC Balanced Advantage Fund Regular Growth had a 5-year average annual growth rate of 15.88%, while Axis Balanced Advantage Fund - Regular Plan - Growth's was 10.22%. HDFC Balanced Advantage Fund Regular Growth is better for long-term growth.