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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
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 | 3.2% | 2.56% |
| 6 Month | -5.33% | -4.29% |
| 1 Year | 9% | 12.26% |
| 3 Year | 19.86% | 12.82% |
| 5 Year | 27.33% | 14.45% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Axis Balanced Advantage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.67% | 0.2% |
| 1 Year | -1.24% | 3.97% |
| 3 Year | 17.99% | 14.89% |
| 5 Year | 20.9% | 13.19% |
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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