HDFC Balanced Advantage Fund vs Canara Robeco Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
14.5%
3Y Return
12.5%
dekho, humne do funds ko compare kiya hai, ek Hybrid aur ek Large Cap, aur aapko batayenge ki kaunsa fund long-term wealth creation ke liye better hai, chaliye shuru karte hain, aur aapko yeh bhi pata chalega ki inme se kaunsa fund aapke investment goals ke liye suitable hai.
| Parameter | AHDFC Balanced Advantage Fund - Direct Plan - Growth | BCanara Robeco Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Canara Robeco |
| Category | Hybrid | Large Cap |
| NAV (₹) | 551.96 | 69.54 |
| AUM (₹ Cr) | 10.54 Lac Cr | 1.65 Lac Cr |
| Expense Ratio (%) | 0.75% | 0.83% |
| Riskometer | Moderately High | Very High |
| Volatility | 8.58 | 11.61 |
| Sharpe Ratio | 0.93 | 0.52 |
| 1 Year Return (%) | -1.45% | -3.79% |
| 3 Year Return (%) | 14.5% | 12.5% |
| 5 Year Return (%) | 15.05% | 11.73% |
| Since Launch (%) | 13.14% | 13.95% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 April 2006 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Anil Bamboli; Arun Agarwal; Dhruv Muchhal; Gopal Agrawal; Nandita Menezes; Srinivasan Ramamurthy (3.8 years yrs) | Shridatta Bhandwaldar; Vishal Mishra (9.9 years yrs) |
| Benchmark | Nifty 50 Hybrid Composite Debt 65:35 Index | BSE 100 Total Return Index |
| Top 3 Holdings | ICICI Bank Ltd. (4.47%), HDFC Bank Ltd. (4.14%), Reliance Industries Ltd. (4.09%) | HDFC Bank Ltd. (8.33%), ICICI Bank Ltd. (7.71%), Reliance Industries Ltd. (5.54%) |
| Asset Allocation | Equity: 69.75% | GOI Sec: 7.48% | Debenture: 6.09% | NCD: 3.03% | Debt: 2.73% | SDL: 1.63% | REITs: 1.27% | Bonds/NCD: 0.99% | CD: 0.87% | Bonds/Deb: 0.7% | Sec. Debt: 0.42% | InvITs: 0.28% | FRB: 0.09% | Add. Tier 1 Bond: 0.05% | FD: 0.03% | ZCB: 0.03% | Equity: 96.23% | Pref. Shares: 0.01% |
| Portfolio Turnover | 27% | 16% |
🤖 AI Verdict – Which is Better?
Haan, HDFC Balanced Advantage Fund ka 3Y return 14.5% hai, jo Canara Robeco Large Cap Fund se zyada hai, aur expense ratio bhi kam hai, lekin risk bhi moderately high hai, sach ye hai ki yeh fund long-term wealth creation ke liye better hai.
Why consider HDFC Balanced Advantage Fund?
- Expense ratio: 0.75%
- 3Y return: 14.5%
- AUM: 10.54 Lac Cr
- Sharpe Ratio: 0.93
Why consider Canara Robeco Large Cap Fund?
- Expense ratio: 0.83%
- 3Y return: 12.5%
- AUM: 1.65 Lac Cr
- Sharpe Ratio: 0.52
📈 SIP Suitability
chaliye, agar aap 10+ years ke liye monthly SIP karne ki soch rahe hain, toh HDFC Balanced Advantage Fund better hai, kyunki iska consistency aur return stability zyada hai, dekho, yeh fund aapke long-term goals ke liye suitable hai.
⚠️ Risk & Cost Analysis
dekho, riskometer aur volatility ko compare karte hain, toh Canara Robeco Large Cap Fund ka risk very high hai, aur HDFC Balanced Advantage Fund ka moderately high, lekin Sharpe ratio HDFC Balanced Advantage Fund ka zyada hai, isliye yeh fund better risk-adjusted returns deta hai.
📊 Portfolio Diversification
chaliye, asset allocation ko dekhte hain, toh HDFC Balanced Advantage Fund ka portfolio zyada diversified hai, kyunki isme equity ke alawa bhi kai assets hain, jaise GOI Sec, Debenture, NCD, aur bonds, lekin Canara Robeco Large Cap Fund ka portfolio zyada concentrated hai, aur sector risk bhi zyada hai.
SIP Calculator – Compare Growth Potential
HDFC Balanced Advantage Fund
₹1351121.42
@14.5% annual return (3Y)
Canara Robeco Large Cap Fund
₹1196906.64
@12.5% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
HDFC Balanced Advantage Fund ka 5Y return 15.05% hai, jo Canara Robeco Large Cap Fund se zyada hai, isliye yeh fund long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Canara Robeco Large Cap Fund ka risk very high hai, lekin Sharpe ratio kam hai, isliye yeh fund utna worth nahi hai, dekho, risk aur returns ko balance karna zaroori hai.
Q3: Which fund is more cost‑effective?
HDFC Balanced Advantage Fund ka expense ratio 0.75% hai, jo Canara Robeco Large Cap Fund se kam hai, isliye yeh fund more cost-effective hai, lekin exit load ki information nahi hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price