Nippon India Balanced Advantage Fund vs HDFC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon 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 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

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month 0.8% -3.17%
6 Month 14.14% 6.54%
1 Year 37.88% 23.43%
3 Year 25.15% 11.58%
5 Year 22.06% 12.87%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month - -
1 Year 16.09% 10.75%
3 Year 46.46% 24.88%
5 Year 86.54% 43.32%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year 18.11% 13.21%
3 Year 15.81% 11.8%
5 Year 14.82% 12%

Risk Management

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% 0.88%
Beta 0.99% 0.2%
Alpha 11.94% 3.93%

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Fund Managers

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

Market Cap

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

Sector Allocation

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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