HDFC Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
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) | ₹100299 Cr | ₹4304 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 | 1.82% | 2.71% |
6 Month | 4.2% | 4.86% |
1 Year | 4.89% | 8.16% |
3 Year | 23.01% | 18.24% |
5 Year | 24.68% | 16.82% |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | 6.98% | 9.4% |
1 Year | 10.71% | 14.95% |
3 Year | 19.39% | 16.39% |
5 Year | 21.05% | 14.75% |
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 | 9.74% | 10.14% |
Sharp | 1.40% | 0.88% |
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 | 33.94 | 28.89 |
Large Cap | 53.07 | 42.74 |
Small Cap | 6 | 10.96 |
Mid Cap | 6.99 | 17.41 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 31.77 | 20.22 |
Communication Services | 3.4 | 4.21 |
Basic Materials | 2 | 2.09 |
Energy | 7.39 | 5.77 |
Technology | 6.23 | 5.54 |
Industrials | 8.65 | 12.13 |
Consumer Defensive | 2.71 | 5.03 |
Financial Services | 22.31 | 25.46 |
Consumer Cyclical | 5.51 | 8.03 |
Real Estate | 1.45 | 2.31 |
Healthcare | 4.16 | 6.85 |
Utilities | 4.41 | 2.36 |
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