HDFC Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Invest NowNippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Invest NowChart Comparison
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 | Very High |
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 | 1.09% | 0.9% |
6 Month | 1.89% | 3.03% |
1 Year | 17.75% | 13.93% |
3 Year | 22.12% | 12.03% |
5 Year | 19.89% | 12.42% |
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
---|---|---|
6 Month | - | - |
1 Year | 10.12% | 8.93% |
3 Year | 22.88% | 14.42% |
5 Year | 23.82% | 13.94% |
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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Get Free Experts GuidanceScheme 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 |
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