Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

Invest Now

tortoise-icon Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Invest Now

Chart Comparison

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

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) ₹94251 Cr ₹4078 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 2.59% 2.23%
6 Month 0.05% 0.03%
1 Year 7.77% 6.83%
3 Year 20.09% 13.42%
5 Year 25.54% 17.04%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month 2.19% 1.39%
1 Year 1.49% 0.81%
3 Year 18.39% 13.07%
5 Year 20.82% 12.98%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 18.17% 15.87%
3 Year 15.89% 14.5%
5 Year 14.91% 15.77%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 9.701% 10.009%
Sharp 1.207% 0.418%
Beta - -
Alpha - -

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

Get Free Experts Guidance
fund-icons

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 45.54 31.15
Large Cap 52.58 42.99
Small Cap 6.1 11.21
Mid Cap 6.45 14.66

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 43.92 26.01
Communication Services 2.71 3.73
Energy 7.4 7.58
Technology 5.37 7.73
Industrials 8.87 12.94
Basic Materials 2 0.99
Financial Services 22.36 22.52
Consumer Cyclical 5.5 6.34
Consumer Defensive 2.65 2.53
Real Estate 1.44 -
Healthcare 4.17 6.54
Utilities 4.3 3.08

Top Comparisons

SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth

3Y Returns5.48%

VS

HSBC Medium Duration Fund - Regular Growth HSBC Medium Duration Fund - Regular Growth

3Y Returns7.23%

Compare Now

HDFC Silver ETF Fund of Fund - Growth Option HDFC Silver ETF Fund of Fund - Growth Option

3Y Returns0%

VS

Axis Silver Fund of Fund -Regular Plan- Growth Option Axis Silver Fund of Fund -Regular Plan- Growth Option

3Y Returns0%

Compare Now

ICICI Prudential Passive Multi-Asset Fund of Funds - Growth ICICI Prudential Passive Multi-Asset Fund of Funds - Growth

3Y Returns13.63%

VS

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns12.99%

Compare Now

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.83%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.83%

Compare Now
Add to Cart Successfully