HDFC Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare

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HDFC Balanced Advantage Fund - Growth Plan

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹94251 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	2.74%	-0.8%
6 Month	-1.23%	1.98%
1 Year	10.13%	12.89%
3 Year	19.04%	11.83%
5 Year	26.03%	12.32%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	1.43%	-
1 Year	0.97%	8.2%
3 Year	18.2%	14.52%
5 Year	20.78%	13.96%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	18.17%	14.38%
3 Year	15.89%	11.8%
5 Year	14.91%	12.32%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	9.701%	6.21%
Sharp	1.207%	0.79%
Beta	-	0.86%
Alpha	-	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
Funds Managed	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	45.54	41.92
Large Cap	52.58	51.08
Small Cap	6.1	7.54
Mid Cap	6.45	11.66

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	43.92	41.92
Communication Services	2.71	-
Energy	7.4	-
Technology	5.37	-
Industrials	8.87	-
Basic Materials	2	-
Financial Services	22.36	-
Consumer Cyclical	5.5	-
Consumer Defensive	2.65	-
Real Estate	1.44	-
Healthcare	4.17	-
Utilities	4.3	-
Petroleum Products	-	2.38
IT - Software	-	7.22
Cement & Cement Products	-	1.12
IT - Services	-	0.27
Construction	-	2.1
Consumer Durables	-	2.52
Diversified FMCG	-	3.49
Banks	-	15.43
Automobiles	-	2.54
Aerospace & Defense	-	0.98
Electrical Equipment	-	1.62
Pharmaceuticals & Biotechnology	-	1.85
Ferrous Metals	-	0.52
Realty	-	1.82
Transport Infrastructure	-	2.16
Personal Products	-	1.61
Industrial Products	-	0.4
Telecom - Services	-	4.13
Insurance	-	2.85
Finance	-	1.76
Transport Services	-	0.46
Retailing	-	1.61
Power	-	3.35
Financial Technology (Fintech)	-	1.09
Healthcare Services	-	0.24
Auto Components	-	1.47
Diversified	-	0.55
Other Utilities	-	0.36
Beverages	-	1.42
Textiles & Apparels	-	0.74
Food Products	-	0.52
Leisure Services	-	1.7