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HDFC Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹107971 Cr | ₹4697 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| 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 Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -0.01% | -0.32% |
| 6 Month | 1.98% | 2.29% |
| 1 Year | 7.24% | 7.82% |
| 3 Year | 17.97% | 14.46% |
| 5 Year | 19.77% | 12.4% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 2.39% | 2.85% |
| 1 Year | 10.31% | 13.2% |
| 3 Year | 13.88% | 12.67% |
| 5 Year | 17.01% | 12.76% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 17.35% | 13.31% |
| 3 Year | 16.32% | 14.39% |
| 5 Year | 15.11% | 15.64% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 8.69% | 9.35% |
| Sharp | 1.18% | 0.75% |
| Beta | 1.16% | 1.30% |
| Alpha | 4.92% | 1.10% |
Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | 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 Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 33.92 | 30.35 |
| Large Cap | 53.76 | 42.19 |
| Small Cap | 5.26 | 9.57 |
| Mid Cap | 7.06 | 17.9 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 29.67 | 23.66 |
| Communication Services | 3.62 | 2.92 |
| Energy | 7.59 | 4.88 |
| Technology | 6.11 | 7.08 |
| Industrials | 7.82 | 10.71 |
| Financial Services | 23.67 | 20.85 |
| Basic Materials | 2.16 | 2.84 |
| Consumer Cyclical | 6.89 | 11.7 |
| Consumer Defensive | 2.53 | 6.24 |
| Healthcare | 4.18 | 5.82 |
| Real Estate | 1.83 | 2.24 |
| Utilities | 3.93 | 1.06 |
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