Axis Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

HDFC Balanced Advantage Fund - Growth Plan

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Axis Balanced Advantage Fund - Regular Plan - Growth

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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)	₹94866 Cr	₹2547 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	2.01
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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	1.09%	1.2%
6 Month	1.89%	5.36%
1 Year	17.75%	18.86%
3 Year	22.12%	12.26%
5 Year	19.89%	12.28%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	10.12%	14.35%
3 Year	22.88%	17.2%
5 Year	23.82%	14.68%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	18.18%	7.63%
3 Year	15.79%	9.65%
5 Year	14.82%	8.02%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
Standard Deviation	9.4%	7.39%
Sharp	1.72%	0.89%
Beta	0.99%	0.98%
Alpha	11.94%	2.31%

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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
Fund Manage	12	12
	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	46.37	18.35
Large Cap	54.24	53.62
Small Cap	7.04	6.52
Mid Cap	6.84	8.15

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
Others	46.37	18.35
Telecom - Services	2.55	2.46
Petroleum Products	4.95	4.54
Electrical Equipment	0.68	0.79
IT - Software	4.29	6.38
Pharmaceuticals & Biotechnology	4.04	4.91
Industrial Manufacturing	1.49	1.45
Cement & Cement Products	0.19	1.08
Transport Services	0.53	0.03
Construction	4.24	2.97
Finance	4.25	4.42
Ferrous Metals	0.49	0.19
Consumer Durables	0.31	0.22
Banks	18.34	14.48
Diversified FMCG	2.77	0.66
Non - Ferrous Metals	0.12	0.77
Realty	1.36	0.45
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	0.56
Automobiles	3.27	5.31
Aerospace & Defense	1.44	0.99
Power	4.23	2.35
Insurance	0.84	2.9
Personal Products	0.01	0.77
Gas	0.78	0.14
Agricultural Food & other Products	0.04	0.64
Diversified Metals	0.02	0.46
Oil	0.26	0.54
Food Products	0.08	0.04
Entertainment	0.11	-
Industrial Products	0.34	0.71
Auto Components	0.88	0.45
Chemicals & Petrochemicals	0.37	1.32
Capital Markets	0.1	0.02
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	1.63
Transport Infrastructure	0.87	-
Consumable Fuels	2.66	0.87
Financial Technology (Fintech)	0.05	-
Minerals & Mining	0.01	-
Fertilizers & Agrochemicals	0.09	0.8
Retailing	0.03	0.65
IT - Services	-	0.08
Household Products	-	0.73
Beverages	-	0.53