Baroda BNP Paribas 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 Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth 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 - 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 Very High
Asset Size (Cr) ₹89878 Cr ₹3969 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Feb 1994 04 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 1.36 1.88
Manager Anil Bamboli Miten Vora
ISIN Code INF179K01830 INF955L01HC4
Exits Load Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month -3.85% -3.03%
6 Month 3.61% 5.12%
1 Year 24.14% 20.09%
3 Year 20.22% 11.91%
5 Year 19.43% 15.61%

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 16.47% 15.07%
3 Year 24.5% 17.16%
5 Year 24.5% 16.28%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year 18.18% 15.8%
3 Year 15.79% 14.68%
5 Year 14.82% 15.75%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Standard Deviation 9.4% 8.78%
Sharp 1.72% 0.89%
Beta 0.99% 1.12%
Alpha 11.94% 2.8%

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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 34.85 11.57
Large Cap 51.6 48.87
Small Cap 7.44 6.47
Mid Cap 6.11 12.12

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Others 33.27 8.39
Telecom - Services 2.17 3.28
Petroleum Products 4.65 5.61
Electrical Equipment 0.62 1.87
IT - Software 4.11 4.09
Pharmaceuticals & Biotechnology 3.16 3.69
Industrial Manufacturing 1.87 1.21
Cement & Cement Products 0.13 -
Transport Services 0.15 1.18
Construction 4.33 5.05
Finance 4.33 1.92
Ferrous Metals 0.26 1.83
Consumer Durables 0.45 2.27
Banks 16.75 18.22
Diversified FMCG 2.39 -
Non - Ferrous Metals 0.12 0.03
Realty 1.28 1.28
Agricultural, Commercial & Construction Vehicles 0.69 -
Leisure Services 0.06 0.15
Automobiles 2.62 2
Aerospace & Defense 2.96 2.12
Power 4.33 4.49
Insurance 0.8 -
Personal Products 0.01 -
Gas 1 -
Entertainment 0.15 -
Agricultural Food & other Products 0.01 -
Diversified Metals 0.28 -
Oil 0.39 0.91
Food Products 0.12 0.9
Chemicals & Petrochemicals 0.2 -
Capital Markets 0.08 1.56
Metals & Minerals Trading 0.09 -
Healthcare Services 0.17 0.69
Auto Components 0.97 0.34
Industrial Products 0.27 1.92
Transport Infrastructure 0.96 -
Consumable Fuels 3.64 -
Financial Technology (Fintech) 0.04 0.53
Fertilizers & Agrochemicals 0.09 -
Retailing 0.03 2.82
Beverages - 0.68

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