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Axis Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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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 - 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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