HDFC Balanced Advantage Fund vs Axis Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
HDFC Dynamic PE Ratio Fund of Funds - Growth Option
3Y Returns14.31%
Nippon India Passive Flexicap FoF - Regular Plan - Growth Option
3Y Returns14.54%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns18.77%
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option
3Y Returns16.74%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns14.5%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns9.14%
ICICI Prudential Savings Fund - Growth
3Y Returns6.61%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns5.91%