Nippon India Balanced Advantage Fund vs HDFC 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 | 0.8% | 1.63% |
6 Month | 14.14% | 12.02% |
1 Year | 37.88% | 25.72% |
3 Year | 25.15% | 12.63% |
5 Year | 22.06% | 14.37% |
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% |
Scheme Name | HDFC Balanced Advantage Fund - Growth Plan | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
---|---|---|
1 Year | 23.04% | 13.6% |
3 Year | 65.03% | 33.64% |
5 Year | 91.64% | 46.21% |
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% | 0.94% |
Beta | 0.99% | 0.79% |
Alpha | 11.94% | 2.43% |
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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 |
---|---|---|
Large Cap | 51.6 | 50.08 |
Others | 34.85 | 24.97 |
Mid Cap | 6.11 | 10.11 |
Small Cap | 7.44 | 2.14 |
Scheme Name |
HDFC Balanced Advantage Fund - Growth Plan |
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option |
---|---|---|
Banks | 16.75 | - |
Others | 33.27 | 11.62 |
Consumable Fuels | 3.64 | - |
Power | 4.33 | - |
Petroleum Products | 4.65 | - |
Construction | 4.33 | 2.11 |
IT - Software | 4.11 | - |
Diversified FMCG | 2.39 | - |
Telecom - Services | 2.17 | - |
Finance | 4.33 | - |
Pharmaceuticals & Biotechnology | 3.16 | - |
Automobiles | 2.62 | - |
Gas | 1 | - |
Aerospace & Defense | 2.96 | - |
Industrial Manufacturing | 1.87 | - |
Realty | 1.28 | - |
Transport Infrastructure | 0.96 | - |
Electrical Equipment | 0.62 | - |
Auto Components | 0.97 | - |
Agricultural, Commercial & Construction Vehicles | 0.69 | - |
Insurance | 0.8 | - |
Oil | 0.39 | - |
Consumer Durables | 0.45 | - |
Diversified Metals | 0.28 | - |
Industrial Products | 0.27 | - |
Chemicals & Petrochemicals | 0.2 | - |
Healthcare Services | 0.17 | - |
Ferrous Metals | 0.26 | - |
Entertainment | 0.15 | - |
Food Products | 0.12 | - |
Non - Ferrous Metals | 0.12 | - |
Metals & Minerals Trading | 0.09 | - |
Transport Services | 0.15 | - |
Capital Markets | 0.08 | - |
Cement & Cement Products | 0.13 | - |
Fertilizers & Agrochemicals | 0.09 | - |
Financial Technology (Fintech) | 0.04 | - |
Leisure Services | 0.06 | - |
Retailing | 0.03 | - |
Personal Products | 0.01 | - |
Agricultural Food & other Products | 0.01 | - |
Financial | - | 27.5 |
Technology | - | 5.05 |
Energy | - | 6.09 |
Communication | - | 4.27 |
Consumer Staples | - | 6.86 |
Sovereign | - | 6.38 |
Automobile | - | 5 |
Metals & Mining | - | 2.52 |
Materials | - | 0.86 |
Services | - | 1.66 |
Capital Goods | - | 3.94 |
Textiles | - | 0.6 |
Consumer Discretionary | - | 0.56 |
Healthcare | - | 1.79 |
Diversified | - | 0.49 |
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