Compare HDFC Balanced Advantage Fund vs SBI Balanced Advantage Fund
Fund Details
Risk | Very High | NA |
Rating | 5.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.35 | 1.58 |
NAV | ₹492.47 | ₹14.60 |
Fund Started | 20 Jul 2000 | 12 Aug 2021 |
Fund Size | ₹94865.65 Cr | ₹32660.78 Cr |
Exit Load | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
Returns
1 Year | 25.92% | 20.14% |
3 Year | 19.70% | 12.29% |
5 Year | 20.05% | - |
Holding Analysis
Equity | 51.72% | 30.10% |
Cash | 18.15% | 41.46% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Anil Bamboli | Dinesh Ahuja |
Start Date | 16 Apr 2021 | 08 Sep 2020 |
About Fund
Description | The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. | The scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. |
Launch Date | 20 Jul 2000 | 12 Aug 2021 |
