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

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HDFC Balanced Advantage Fund - Direct (G) vs SBI Equity Hybrid Fund - Direct (G)

HDFC Balanced Advantage Fund - Direct (G)

0.42%

SBI Equity Hybrid Fund - Direct (G)

2.97%

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

107589.67

Expense Ratio

1.79

NAV

531.019

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

82317.65

Expense Ratio

1.72

NAV

317.9016

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

107589.67

Expense Ratio

1.79

NAV

531.019

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

82317.65

Expense Ratio

1.72

NAV

317.9016

Launch Date

January 1, 2013

Exit Load

16.1 %

15.46 %

0.42 %

11.24 %

13.79 %

2.97 %

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

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 Equity Hybrid 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 Equity Hybrid 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 Equity Hybrid 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 Equity Hybrid 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 Equity Hybrid 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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