HDFC Balanced Advantage Fund vs Quant Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
14.5%
3Y Return
14.7%
dekho, hum do mutual funds ki comparison karenge - HDFC Balanced Advantage Fund aur Quant Mutual Fund Large Cap Fund. Dono ki categories alag hain, ek hybrid hai aur dusra large cap. Chaliye, hum dekhte hain ki kaunsa fund aapke liye better hai.
| Parameter | AHDFC Balanced Advantage Fund - Direct Plan - Growth | BQuant Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Quant Mutual Fund |
| Category | Hybrid | Large Cap |
| NAV (₹) | 551.96 | 497.22 |
| AUM (₹ Cr) | 10.54 Lac Cr | 2.47 Lac Cr |
| Expense Ratio (%) | 0.75% | 0.52% |
| Riskometer | Moderately High | Very High |
| Volatility | 8.58 | 12.4 |
| Sharpe Ratio | 0.93 | 0.66 |
| 1 Year Return (%) | -1.45% | -4.02% |
| 3 Year Return (%) | 14.5% | 14.7% |
| 5 Year Return (%) | 15.05% | 12.03% |
| Since Launch (%) | 13.14% | 11.65% |
| 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) | Sonam Udasi; Amey Sathe (9.2 years yrs) |
| Benchmark | Nifty 50 Hybrid Composite Debt 65:35 Index | Nifty 50 |
| Top 3 Holdings | ICICI Bank Ltd. (4.47%), HDFC Bank Ltd. (4.14%), Reliance Industries Ltd. (4.09%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| 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: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 27% | 27% |
🤖 AI Verdict – Which is Better?
Haan, 3Y return ke hisab se dono funds ka performance similar hai, lekin HDFC Balanced Advantage Fund ka expense ratio thoda zyada hai. Lekin risk ke maamle mein, HDFC Balanced Advantage Fund ka riskometer moderately high hai, jabki Quant Mutual Fund Large Cap Fund ka very high hai. Sach ye hai ki HDFC Balanced Advantage 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 Quant Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.47 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
dekho, agar aap 10+ years ke liye monthly SIP karne ki soch rahe hain, to HDFC Balanced Advantage Fund better option hai. Iska consistency aur return stability dono acche hain, chaliye ismein invest karte hain.
⚠️ Risk & Cost Analysis
dekho, riskometer, volatility, aur Sharpe ratio ke hisab se, HDFC Balanced Advantage Fund ka risk-adjusted return better hai. Iska expense ratio thoda zyada hai, lekin overall risk-cost analysis mein ye fund better hai.
📊 Portfolio Diversification
dekho, asset allocation aur top holdings ke maamle mein, HDFC Balanced Advantage Fund ka portfolio diversification better hai. Ismein equity, debt, aur other assets ki allocation acchi hai, jabki Quant Mutual Fund Large Cap Fund ka portfolio zyada equity-heavy hai.
SIP Calculator – Compare Growth Potential
HDFC Balanced Advantage Fund
₹1351121.42
@14.5% annual return (3Y)
Quant Mutual Fund Large Cap Fund
₹1367804.07
@14.7% 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, jabki Quant Mutual Fund Large Cap Fund ka 5Y return 12.03% hai, to is hisab se HDFC Balanced Advantage Fund better hai.
Q2: Is the higher risk fund worth it?
Quant Mutual Fund Large Cap Fund ka volatility 12.4 hai, aur Sharpe ratio 0.66 hai, jo ki HDFC Balanced Advantage Fund se zyada hai, lekin iska return bhi zyada nahi hai, to is hisab se higher risk fund worth nahi hai.
Q3: Which fund is more cost‑effective?
Quant Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jabki HDFC Balanced Advantage Fund ka expense ratio 0.75% hai, to is hisab se Quant Mutual Fund Large Cap Fund more cost-effective 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