Compare HDFC Balanced Advantage Fund - Direct (G) vs HSBC Small Cap Fund - Direct (G) Online

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HDFC Balanced Advantage Fund - Direct (G) vs HSBC Small Cap Fund - Direct (G)

HDFC Balanced Advantage Fund - Direct (G)

1.3%

HSBC Small Cap Fund - Direct (G)

-5.48%

Graph not available

About Fund

Custodian

HDFC Bank Limited & Citibank N.A

Registrar

Computer Age Management Services Pvt. Ltd.

Custodian

JP Morgan Chase Bank

Registrar

Computer Age Management Services (P) Ltd

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

102789.77

Expense Ratio

1.79

NAV

552.842

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

16909.21

Expense Ratio

NAV

89.6926

Launch Date

April 22, 2014

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

102789.77

Expense Ratio

1.79

NAV

552.842

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

16909.21

Expense Ratio

NAV

89.6926

Launch Date

April 22, 2014

Exit Load

24.66 %

20.66 %

1.3 %

35.21 %

23.73 %

-5.48 %

Fund Manager

Gopal Agrawal

Qualification

B.E & MBA.

Experience

He is having 11 Years of experience in Capital market. His last assignment was with HDFC Securities as an Equity Research Analyst. He has been with SBI AMC since November 2004.

Fund Manager

Prashant Jain

Qualification

B.Tech from IIT Kanpur, PGDM from IIM Bangalore, CFA - AIMR.

Experience

Mr. Jain is a B. Tech. from IIT Kanpur, PGDM from IIM, Bangalore and CFA from AIMR, USA.Prior to joining HDFC AMC he has worked with Zurich AMC and SBI Mutual Fund.

Fund Manager

Srinivas Rao Ravuri

Qualification

B.Com, MBA - Finance

Experience

Prior to joining HDFC Mutual Fund in 2004 he has worked with Motilal Oswal Securities Ltd., Edelweiss Capital Ltd. and Securities Capital Investments (I) Ltd.

Fund Manager

Soumendra Nath Lahiri

Qualification

B.E (Mechanical), PGDM - (IIM Bangalore)

Experience

Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

Fund Manager

Venugopal Manghat

Qualification

MBA (Finance) BSC(Mathematics)

Experience

Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.

Get your FAQs right

When comparing HDFC Balanced Advantage Fund - Direct (G) vs HSBC Small Cap Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.

Yes, you can invest in both HDFC Balanced Advantage Fund - Direct (G) and HSBC Small Cap Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.

While comparing HDFC Balanced Advantage Fund - Direct (G) and HSBC Small Cap Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.

Yes, you can typically switch between HDFC Balanced Advantage Fund - Direct (G) and HSBC Small Cap Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.

Yes, you can compare HDFC Balanced Advantage Fund - Direct (G) and HSBC Small Cap Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

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