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

HDFC Balanced Advantage Fund - Growth Plan

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

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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	-2.49%	-1.63%
6 Month	3.91%	5.68%
1 Year	25.19%	21.05%
3 Year	20.62%	12.25%
5 Year	19.84%	15.87%

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%

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%

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

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