Compare HDFC Balanced Advantage Fund - Direct (G) vs SBI Contra Fund - Direct (G) Online

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HDFC Balanced Advantage Fund - Direct (G) vs SBI Contra Fund - Direct (G)

HDFC Balanced Advantage Fund - Direct (G)

6.43%

SBI Contra Fund - Direct (G)

4.07%

Graph not available

About Fund

Custodian

HDFC Bank Limited & Citibank N.A

Registrar

Computer Age Management Services Pvt. Ltd.

Custodian

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Registrar

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

100299.29

Expense Ratio

1.79

NAV

564.895

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

45495.71

Expense Ratio

1.89

NAV

424.83

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

100299.29

Expense Ratio

1.79

NAV

564.895

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

45495.71

Expense Ratio

1.89

NAV

424.83

Launch Date

January 1, 2013

Exit Load

25.54 %

23.94 %

6.43 %

34.2 %

27.45 %

4.07 %

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

Dinesh Balachandran

Qualification

B.Tech (IIT-B) and M.S. (MIT,USA).

Experience

He has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, He was Research Analyst with Fidelity Investment, USA for ten years.

Fund Manager

R Srinivasan

Qualification

M.Com., MFM from University of Bombay.

Experience

Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

Get your FAQs right

When comparing HDFC Balanced Advantage Fund - Direct (G) vs SBI Contra 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 SBI Contra 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 SBI Contra 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 SBI Contra 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 SBI Contra 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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