Baroda BNP Paribas Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Fund | HDFC Balanced Advantage Fund - Growth Plan | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹94251 Cr | ₹4078 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 - Growth Plan | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Month | -2.13% | -2.9% |
6 Month | -6.1% | -5.83% |
1 Year | 6.23% | 5.14% |
3 Year | 19.44% | 11.35% |
5 Year | 19.02% | 13.9% |
SIP Return Analysis
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
6 Month | - | 6.05% |
1 Year | -3.24% | -5.17% |
3 Year | 17.38% | 10.75% |
5 Year | 20.6% | 12.19% |
Rolling Lumpsum Returns
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
1 Year | 18.17% | 15.87% |
3 Year | 15.89% | 14.5% |
5 Year | 14.91% | 15.77% |
Risk Management
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Standard Deviation | 9.475% | 9.305% |
Sharp | 1.292% | 0.603% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Name | Anil Bamboli | Miten Vora |
Total AUM | ₹135442 Cr | ₹6478 Cr |
Fund Manage | 12 | 6 |
HDFC Balanced Advantage Fund - Growth Plan | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 46.37 | 35.61 |
Large Cap | 54.24 | 44.53 |
Small Cap | 7.04 | 16.17 |
Mid Cap | 6.84 | 12.78 |
Sector Allocation
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
---|---|---|
Others | 46.37 | 35.61 |
Telecom - Services | 2.55 | 1.96 |
Petroleum Products | 4.95 | 6.14 |
Electrical Equipment | 0.68 | 3.08 |
IT - Software | 4.29 | 5.94 |
Pharmaceuticals & Biotechnology | 4.04 | 4.13 |
Industrial Manufacturing | 1.49 | 2.25 |
Cement & Cement Products | 0.19 | - |
Transport Services | 0.53 | 0.54 |
Construction | 4.24 | 5.79 |
Finance | 4.25 | 2.11 |
Ferrous Metals | 0.49 | - |
Consumer Durables | 0.31 | 1.35 |
Banks | 18.34 | 13.81 |
Diversified FMCG | 2.77 | 0.17 |
Non - Ferrous Metals | 0.12 | 0.35 |
Realty | 1.36 | 1.37 |
Agricultural, Commercial & Construction Vehicles | 0.65 | - |
Leisure Services | 0.06 | 0.24 |
Automobiles | 3.27 | 0.91 |
Aerospace & Defense | 1.44 | 2.03 |
Power | 4.23 | 5.63 |
Insurance | 0.84 | - |
Personal Products | 0.01 | 0.55 |
Gas | 0.78 | - |
Agricultural Food & other Products | 0.04 | - |
Diversified Metals | 0.02 | - |
Oil | 0.26 | 0.57 |
Food Products | 0.08 | 0.27 |
Entertainment | 0.11 | - |
Industrial Products | 0.34 | 1.67 |
Auto Components | 0.88 | 1.8 |
Chemicals & Petrochemicals | 0.37 | 0.52 |
Capital Markets | 0.1 | 1.03 |
Metals & Minerals Trading | 0.1 | - |
Healthcare Services | 0.23 | 0.75 |
Transport Infrastructure | 0.87 | - |
Consumable Fuels | 2.66 | - |
Financial Technology (Fintech) | 0.05 | 1.64 |
Minerals & Mining | 0.01 | - |
Fertilizers & Agrochemicals | 0.09 | - |
Retailing | 0.03 | 4.12 |
Miscellaneous | - | 0.86 |
IT - Services | - | 0.49 |
Household Products | - | 0.54 |
Beverages | - | 0.87 |
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