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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) | ₹101773 Cr | ₹4424 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 Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | -0.66% | -0.96% |
| 6 Month | 8.06% | 10.73% |
| 1 Year | 2% | 4.87% |
| 3 Year | 18.97% | 14.09% |
| 5 Year | 22.69% | 14.43% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 1.99% | 2.86% |
| 1 Year | 5.11% | 6.81% |
| 3 Year | 15.58% | 12.71% |
| 5 Year | 18.5% | 12.62% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 17.49% | 14.36% |
| 3 Year | 16.2% | 14.5% |
| 5 Year | 15.09% | 15.98% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 9.16% | 9.22% |
| Sharp | 1.34% | 0.88% |
| Beta | - | - |
| Alpha | - | - |
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 | 35.76 | 33.32 |
| Large Cap | 51.34 | 40.3 |
| Small Cap | 5.79 | 10.48 |
| Mid Cap | 7.11 | 15.9 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 33.05 | 23.44 |
| Communication Services | 3.53 | 4.64 |
| Energy | 6.92 | 5.49 |
| Technology | 5.83 | 5.23 |
| Industrials | 8.06 | 10.58 |
| Consumer Defensive | 2.72 | 3.66 |
| Financial Services | 21.59 | 25.87 |
| Basic Materials | 2.04 | 1.38 |
| Consumer Cyclical | 6.36 | 7.88 |
| Real Estate | 1.5 | 3.67 |
| Healthcare | 4.2 | 6.74 |
| Utilities | 4.21 | 1.42 |
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