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Compare Mutual Funds
Comparing Axis Balanced Advantage Fund vs HDFC Balanced Advantage FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - hybrid, dynamic asset allocation
- hybrid, dynamic asset allocation
- Fund Age
- 8 yrs
- 12 yrs 6 m
- Fund Size
- ₹2,935 Cr
- ₹1,00,299 Cr
- 3 months
- 8.19%
- 10.46%
- 6 months
- 4.77%
- 5.87%
- 1 year
- 8.34%
- 5.15%
- 3 year
- 17.71%
- 23.87%
- 5 year
- 15.15%
- 25.24%
- Standard Deviation
- 7.79
- 9.42
- Sharpe
- 1.35
- 1.69
- Beta
- 0.74
- 0.87
- Sortino
- 1.97
- 2.93
- Alpha
- 3.21
- 7.4
- Top 3 sectors
- Financial (21.209999999999997%)
- Energy (10.270000000000001%)
- Technology (6.85%)
- Financial (20.950000000000003%)
- Energy (9.43%)
- Technology (6.220000000000001%)
- Top 5 holdings
- GOI (8.45%)
- Reliance Industries Ltd. (6.41%)
- ICICI Bank Ltd. (4.6%)
- Infosys Ltd. (3.31%)
- Reserve Bank of India (2.8200000000000003%)
- GOI (8.72%)
- ICICI Bank Ltd. (3.99%)
- Reliance Industries Ltd. (3.49%)
- Infosys Ltd. (3.14%)
- Bharti Airtel Ltd. (3.01%)
- Equity%
- 53.22457596%
- 60.68350494%
- Debt%
- 30.04021007%
- 27.53707455%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 6.99%
- 6.70024739%
- Modified Duration
- 5.75 yrs
- 4.41341302 yrs
- Avg. Maturity
- 13.35 yrs
- 7.14187178 yrs
- Avg. Credit Quality
- Low (Cash)
- Low (AAA)
- Expense Ratio
- 0.75%
- 0.77%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- NIFTY 50 Hybrid Composite Debt 50:50 Index
- NIFTY 50 Hybrid Composite Debt 50:50 Index
- Min. Investment
- SIP ₹100 & Lumpsum ₹500
- Lumpsum ₹100
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Hardik Shah
- Jayesh Sundar
- Devang Shah
- Anil Bamboli
- Gopal Agrawal
- Srinivasan Ramamurthy
- Arun Agarwal
- Nirman S. Morakhia
