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HDFC Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund Regular Growth

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tortoise-icon Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Chart Comparison

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

Overview

Scheme Name HDFC Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund HDFC Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹102790 Cr ₹9391 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 11 Sep 2000 15 Nov 2004
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index CRISIL Hybrid 50+50 Moderate Index
Turn Over 21.38% 334%
Expense Ratio 1.35 1.76
Manager Anil Bamboli Ashutosh Bhargava
ISIN Code INF179K01830 INF204K01596
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 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month -1.67% -0.8%
6 Month 6.73% 1.98%
1 Year 1.35% 12.89%
3 Year 20.04% 11.83%
5 Year 23.75% 12.32%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month 3.3% -
1 Year 6.49% 8.2%
3 Year 17.08% 14.52%
5 Year 19.63% 13.96%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 17.82% 14.38%
3 Year 16.09% 11.8%
5 Year 15.02% 12.32%

Risk Management

Scheme Name HDFC Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation 9.41% 7.25%
Sharp 1.60% 1.05%
Beta - 0.86%
Alpha - 2.82%

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name Anil Bamboli Ashutosh Bhargava
Total AUM ₹135442 Cr ₹121448 Cr
Funds Managed 12 12
HDFC Balanced Advantage Fund Regular Growth Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Market Cap

Scheme Name

HDFC Balanced Advantage Fund Regular Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 34.65 41.92
Large Cap 51.91 51.08
Small Cap 6.09 7.54
Mid Cap 7.35 11.66

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund Regular Growth

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Others 31.87 41.92
Communication Services 3.6 -
Basic Materials 1.95 -
Energy 7.41 -
Technology 5.85 -
Industrials 8.45 -
Consumer Defensive 2.62 -
Financial Services 22.17 -
Consumer Cyclical 6.25 -
Real Estate 1.44 -
Healthcare 4.09 -
Utilities 4.3 -
Petroleum Products - 2.38
IT - Software - 7.22
Cement & Cement Products - 1.12
IT - Services - 0.27
Construction - 2.1
Consumer Durables - 2.52
Diversified FMCG - 3.49
Banks - 15.43
Automobiles - 2.54
Aerospace & Defense - 0.98
Electrical Equipment - 1.62
Pharmaceuticals & Biotechnology - 1.85
Ferrous Metals - 0.52
Realty - 1.82
Transport Infrastructure - 2.16
Personal Products - 1.61
Industrial Products - 0.4
Telecom - Services - 4.13
Insurance - 2.85
Finance - 1.76
Transport Services - 0.46
Retailing - 1.61
Power - 3.35
Financial Technology (Fintech) - 1.09
Healthcare Services - 0.24
Auto Components - 1.47
Diversified - 0.55
Other Utilities - 0.36
Beverages - 1.42
Textiles & Apparels - 0.74
Food Products - 0.52
Leisure Services - 1.7

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