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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) | ₹107971 Cr | ₹3810 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 | -1.07% | -0.32% |
| 6 Month | 2.66% | 3.32% |
| 1 Year | 4.76% | 4.68% |
| 3 Year | 17.36% | 14% |
| 5 Year | 19.49% | 11.69% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.98% | 2.31% |
| 1 Year | 11.25% | 10.02% |
| 3 Year | 14.21% | 12.92% |
| 5 Year | 16.96% | 12.24% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.4% | 7.96% |
| 3 Year | 16.3% | 10.86% |
| 5 Year | 15.1% | 10.67% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.69% | 7.47% |
| Sharp | 1.18% | 0.90% |
| Beta | 1.16% | 1.06% |
| Alpha | 4.92% | 1.82% |
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 | 33.92 | 35.01 |
| Large Cap | 53.76 | 57.06 |
| Small Cap | 5.26 | 2.77 |
| Mid Cap | 7.06 | 5.16 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 29.67 | 28.65 |
| Communication Services | 3.62 | 2.15 |
| Energy | 7.59 | 6.73 |
| Technology | 6.11 | 9.23 |
| Industrials | 7.82 | 7.6 |
| Financial Services | 23.67 | 21.62 |
| Basic Materials | 2.16 | 3.51 |
| Consumer Cyclical | 6.89 | 7.12 |
| Consumer Defensive | 2.53 | 4.69 |
| Healthcare | 4.18 | 5.03 |
| Real Estate | 1.83 | 1.5 |
| Utilities | 3.93 | 2.18 |
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