All comparisons
Head-to-head
Tata Balanced Advantage Fund - Direct Plan - Growth OptionvsHDFC Balanced Advantage Fund - Direct Plan - Growth Option
Side-by-side comparison of Tata Balanced Advantage Fund - Direct Plan - Growth Option and HDFC Balanced Advantage Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybrid
Tata Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.30 L
5Y ago₹1.56 L
hybrid
HDFC Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.43 L
5Y ago₹2.03 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Balanced Advantage Fund - … | HDFC Balanced Advantage Fund - … |
|---|---|---|
| Fund house | Tata Mutual Fund | HDFC Mutual Fund |
| Category | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage |
| Latest NAV | ₹23.5268 | ₹570.199 |
| Assets managed (AUM) | — | — |
| 1Y return | 4.30% | 3.21% |
| 3Y CAGR | 9.21% | 12.67% |
| 5Y CAGR | 9.34% | 15.27% |
| Since inception CAGR | 11.91% | 14.03% |
| Bumpiness · 3Y (annualised σ) | 7.40 | 9.89 |
| Worst drop ever | -20.02% | -34.20% |
| Sharpe · 3Y (rf=6%) | 0.41 | 0.63 |
Explore each fund individually
Tata Balanced Advantage Fund - Direct Plan - Growth Option →HDFC Balanced Advantage Fund - Direct Plan - Growth Option →
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