HDFC Balanced Advantage Fund vs Axis Balanced Advantage Fund compare

HDFC Balanced Advantage Fund - Growth Plan

Axis Balanced Advantage Fund - Regular Plan - Growth

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)	₹89878 Cr	₹2323 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 Feb 1994	07 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	1.36	2.03
Manager	Anil Bamboli	Hardik Shah
ISIN Code	INF179K01830	INF846K01A52
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 12 months./365

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Month	0.8%	1.45%
6 Month	14.14%	14.11%
1 Year	37.88%	30.3%
3 Year	25.15%	13.03%
5 Year	22.06%	13.14%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
6 Month	-	-
1 Year	16.09%	12.57%
3 Year	46.46%	26.75%
5 Year	86.54%	41.86%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
1 Year	23.04%	12.56%
3 Year	65.03%	32.12%
5 Year	91.64%	45.81%

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
Large Cap	51.6	51.36
Others	34.85	35.88
Mid Cap	6.11	7.43
Small Cap	7.44	5.34

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Axis Balanced Advantage Fund - Regular Plan - Growth
Banks	16.75	-
Others	33.27	9.94
Consumable Fuels	3.64	-
Power	4.33	-
Petroleum Products	4.65	-
Construction	4.33	3.68
IT - Software	4.11	-
Diversified FMCG	2.39	-
Telecom - Services	2.17	-
Finance	4.33	-
Pharmaceuticals & Biotechnology	3.16	-
Automobiles	2.62	-
Gas	1	-
Aerospace & Defense	2.96	-
Industrial Manufacturing	1.87	-
Realty	1.28	-
Transport Infrastructure	0.96	-
Electrical Equipment	0.62	-
Auto Components	0.97	-
Agricultural, Commercial & Construction Vehicles	0.69	-
Insurance	0.8	2.43
Oil	0.39	-
Consumer Durables	0.45	-
Diversified Metals	0.28	-
Industrial Products	0.27	-
Chemicals & Petrochemicals	0.2	-
Healthcare Services	0.17	-
Ferrous Metals	0.26	-
Entertainment	0.15	-
Food Products	0.12	-
Non - Ferrous Metals	0.12	-
Metals & Minerals Trading	0.09	-
Transport Services	0.15	-
Capital Markets	0.08	-
Cement & Cement Products	0.13	-
Fertilizers & Agrochemicals	0.09	-
Financial Technology (Fintech)	0.04	-
Leisure Services	0.06	-
Retailing	0.03	-
Personal Products	0.01	-
Agricultural Food & other Products	0.01	-
Sovereign	-	11.61
Financial	-	28.95
Energy	-	7.6
Technology	-	4.95
Automobile	-	6.85
Healthcare	-	5.51
Communication	-	4.05
Chemicals	-	2.54
Consumer Staples	-	3.53
Capital Goods	-	4.12
Materials	-	1.96
Metals & Mining	-	1.01
Services	-	1.28