HDFC Balanced Advantage Fund vs Baroda BNP Paribas Balanced Advantage Fund compare

HDFC Balanced Advantage Fund - Growth Plan

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

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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Month	0.8%	1.5%
6 Month	14.14%	12.26%
1 Year	37.88%	27.11%
3 Year	25.15%	14.58%
5 Year	22.06%	17.45%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
6 Month	-	6.05%
1 Year	16.09%	10.7%
3 Year	46.46%	10.7%
5 Year	86.54%	10.7%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
1 Year	23.04%	16.71%
3 Year	65.03%	39.46%
5 Year	91.64%	54.94%

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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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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Large Cap	51.6	48.87
Others	34.85	11.57
Mid Cap	6.11	12.12
Small Cap	7.44	6.47

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