HDFC Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

HDFC Balanced Advantage Fund - Growth Plan

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Overview

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹94866 Cr	₹8282 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	11 Sep 2000	15 Nov 2004
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	21.38%	334%
Expense Ratio	1.35	1.76
Manager	Anil Bamboli	Ashutosh Bhargava
ISIN Code	INF179K01830	INF204K01596
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	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	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month	-2.03%	-0.8%
6 Month	-2.63%	1.98%
1 Year	11.96%	12.89%
3 Year	19.97%	11.83%
5 Year	19.36%	12.32%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	-	-
1 Year	4.05%	8.2%
3 Year	20.51%	14.52%
5 Year	22.44%	13.96%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	18.18%	14.38%
3 Year	15.79%	11.8%
5 Year	14.82%	12.32%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	9.4%	6.21%
Sharp	1.72%	0.79%
Beta	0.99%	0.86%
Alpha	11.94%	2.82%

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Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name	Anil Bamboli	Ashutosh Bhargava
Total AUM	₹135442 Cr	₹121448 Cr
Fund Manage	12	12
	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	46.37	41.92
Large Cap	54.24	51.08
Small Cap	7.04	7.54
Mid Cap	6.84	11.66

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	46.37	41.92
Telecom - Services	2.55	4.13
Petroleum Products	4.95	2.38
Electrical Equipment	0.68	1.62
IT - Software	4.29	7.22
Pharmaceuticals & Biotechnology	4.04	1.85
Industrial Manufacturing	1.49	-
Cement & Cement Products	0.19	1.12
Transport Services	0.53	0.46
Construction	4.24	2.1
Finance	4.25	1.76
Ferrous Metals	0.49	0.52
Consumer Durables	0.31	2.52
Banks	18.34	15.43
Diversified FMCG	2.77	3.49
Non - Ferrous Metals	0.12	-
Realty	1.36	1.82
Agricultural, Commercial & Construction Vehicles	0.65	-
Leisure Services	0.06	1.7
Automobiles	3.27	2.54
Aerospace & Defense	1.44	0.98
Power	4.23	3.35
Insurance	0.84	2.85
Personal Products	0.01	1.61
Gas	0.78	-
Agricultural Food & other Products	0.04	-
Diversified Metals	0.02	-
Oil	0.26	-
Food Products	0.08	0.52
Entertainment	0.11	-
Industrial Products	0.34	0.4
Auto Components	0.88	1.47
Chemicals & Petrochemicals	0.37	-
Capital Markets	0.1	-
Metals & Minerals Trading	0.1	-
Healthcare Services	0.23	0.24
Transport Infrastructure	0.87	2.16
Consumable Fuels	2.66	-
Financial Technology (Fintech)	0.05	1.09
Minerals & Mining	0.01	-
Fertilizers & Agrochemicals	0.09	-
Retailing	0.03	1.61
IT - Services	-	0.27
Diversified	-	0.55
Other Utilities	-	0.36
Beverages	-	1.42
Textiles & Apparels	-	0.74