HDFC Balanced Advantage Fund vs Nippon India Balanced Advantage Fund compare
HDFC Balanced Advantage Fund - Growth Plan
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Chart 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) | ₹89878 Cr | ₹8282 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 Feb 1994 | 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 | 1.36 | 1.76 |
| Manager | Anil Bamboli | Ashutosh Bhargava |
| ISIN Code | INF179K01830 | INF204K01596 |
| 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 12 months./365 |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Month | -3.27% | -2.52% |
| 6 Month | 4.24% | 4.78% |
| 1 Year | 24.88% | 19.15% |
| 3 Year | 20.5% | 10.95% |
| 5 Year | 19.6% | 12.39% |
| Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.47% | 13.47% |
| 3 Year | 24.5% | 15.27% |
| 5 Year | 24.5% | 14.39% |
| 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% | 0.7% |
| Beta | 0.99% | 0.87% |
| Alpha | 11.94% | 2.66% |
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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 | 34.85 | 24.97 |
| Large Cap | 51.6 | 50.08 |
| Small Cap | 7.44 | 2.14 |
| Mid Cap | 6.11 | 10.11 |
| Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 33.27 | 11.62 |
| Telecom - Services | 2.17 | - |
| Petroleum Products | 4.65 | - |
| Electrical Equipment | 0.62 | - |
| IT - Software | 4.11 | - |
| Pharmaceuticals & Biotechnology | 3.16 | - |
| Industrial Manufacturing | 1.87 | - |
| Cement & Cement Products | 0.13 | - |
| Transport Services | 0.15 | - |
| Construction | 4.33 | 2.11 |
| Finance | 4.33 | - |
| Ferrous Metals | 0.26 | - |
| Consumer Durables | 0.45 | - |
| Banks | 16.75 | - |
| Diversified FMCG | 2.39 | - |
| Non - Ferrous Metals | 0.12 | - |
| Realty | 1.28 | - |
| Agricultural, Commercial & Construction Vehicles | 0.69 | - |
| Leisure Services | 0.06 | - |
| Automobiles | 2.62 | - |
| Aerospace & Defense | 2.96 | - |
| Power | 4.33 | - |
| 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 | - |
| Food Products | 0.12 | - |
| Chemicals & Petrochemicals | 0.2 | - |
| Capital Markets | 0.08 | - |
| Metals & Minerals Trading | 0.09 | - |
| Healthcare Services | 0.17 | - |
| Auto Components | 0.97 | - |
| Industrial Products | 0.27 | - |
| Transport Infrastructure | 0.96 | - |
| Consumable Fuels | 3.64 | - |
| Financial Technology (Fintech) | 0.04 | - |
| Fertilizers & Agrochemicals | 0.09 | - |
| Retailing | 0.03 | - |
| Healthcare | - | 1.79 |
| Automobile | - | 5 |
| Financial | - | 27.5 |
| Capital Goods | - | 3.94 |
| Services | - | 1.66 |
| Technology | - | 5.05 |
| Communication | - | 4.27 |
| Metals & Mining | - | 2.52 |
| Consumer Discretionary | - | 0.56 |
| Textiles | - | 0.6 |
| Consumer Staples | - | 6.86 |
| Materials | - | 0.86 |
| Energy | - | 6.09 |
| Sovereign | - | 6.38 |
| Diversified | - | 0.49 |
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