Compare Axis Balanced Advantage Fund vs HDFC Balanced Advantage Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.01 | 1.35 |
NAV | ₹19.99 | ₹492.47 |
Fund Started | 11 Jul 2017 | 20 Jul 2000 |
Fund Size | ₹2547.26 Cr | ₹94865.65 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. |
Returns
1 Year | 25.72% | 25.92% |
3 Year | 11.04% | 19.70% |
5 Year | 12.11% | 20.05% |
Holding Analysis
Equity | 53.11% | 51.72% |
Cash | 14.63% | 18.15% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Devang Shah | Anil Bamboli |
Start Date | 05 Apr 2024 | 16 Apr 2021 |
About Fund
Description | The scheme seeks to achieve the dual objective of capital appreciation by investing in a portfolio of equity or equity linked securities and generating income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. | The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. |
Launch Date | 11 Jul 2017 | 20 Jul 2000 |
