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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) | ₹106494 Cr | ₹4545 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 | 1.55% | 1.95% |
| 6 Month | 4.21% | 6.2% |
| 1 Year | 8.8% | 10.27% |
| 3 Year | 18.36% | 14.27% |
| 5 Year | 22.06% | 13.47% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 2.82% | 3.04% |
| 1 Year | 12.24% | 14.6% |
| 3 Year | 15.27% | 13.55% |
| 5 Year | 17.67% | 13.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 17.48% | 13.45% |
| 3 Year | 16.27% | 14.46% |
| 5 Year | 15.08% | 15.73% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 8.75% | 9.37% |
| Sharp | 1.26% | 0.77% |
| Beta | 1.16% | 1.29% |
| Alpha | 5.14% | 0.66% |
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 | 34.59 | 25.79 |
| Large Cap | 53.19 | 44.65 |
| Small Cap | 5.44 | 9.95 |
| Mid Cap | 6.79 | 19.6 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 30.57 | 16.41 |
| Communication Services | 3.6 | 4.31 |
| Energy | 7.59 | 5.26 |
| Technology | 5.54 | 5.93 |
| Industrials | 8.06 | 10.2 |
| Consumer Defensive | 2.63 | 6.04 |
| Financial Services | 23.26 | 25.86 |
| Basic Materials | 2.28 | 3.03 |
| Consumer Cyclical | 6.45 | 11.56 |
| Healthcare | 4.03 | 6.09 |
| Real Estate | 1.86 | 4.19 |
| Utilities | 4.14 | 1.12 |
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