Axis Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Balanced Advantage Fund - Growth Plan | Axis Balanced Advantage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹94251 Cr | ₹2652 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 11 Sep 2000 | 01 Aug 2017 |
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% | 24% |
Expense Ratio | 1.35 | 2 |
Manager | Anil Bamboli | Hardik Shah |
ISIN Code | INF179K01830 | INF846K01A52 |
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 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 4.14% | 3.31% |
6 Month | -5.38% | -4.36% |
1 Year | 7.02% | 9.8% |
3 Year | 18.88% | 12.15% |
5 Year | 27.22% | 14.58% |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.26% | -0.37% |
1 Year | -2.02% | 2.96% |
3 Year | 17.92% | 14.76% |
5 Year | 20.87% | 13.17% |
Rolling Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.17% | 8.22% |
3 Year | 15.89% | 9.95% |
5 Year | 14.91% | 8.8% |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 9.701% | 8.096% |
Sharp | 1.207% | 0.607% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Name | Anil Bamboli | Hardik Shah |
Total AUM | ₹135442 Cr | ₹0 Cr |
Funds Managed | 12 | 12 |
HDFC Balanced Advantage Fund - Growth Plan | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 45.54 | 34.05 |
Large Cap | 52.58 | 56.4 |
Small Cap | 6.1 | 4.04 |
Mid Cap | 6.45 | 5.5 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 43.92 | 32.81 |
Communication Services | 2.71 | 3.08 |
Energy | 7.4 | 7.7 |
Technology | 5.37 | 6.58 |
Industrials | 8.87 | 5.28 |
Basic Materials | 2 | 3.97 |
Financial Services | 22.36 | 21.88 |
Consumer Cyclical | 5.5 | 7.77 |
Consumer Defensive | 2.65 | 2.51 |
Real Estate | 1.44 | 0.43 |
Healthcare | 4.17 | 5.99 |
Utilities | 4.3 | 1.99 |
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