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, humne do funds ki comparison ki hai, ek Hybrid category ka HDFC Balanced Advantage Fund aur doosra Large Cap category ka Quant Mutual Fund Large Cap Fund, chaliye dekhte hai inke returns, risk aur expense ratio ke baare mein, haan, isse aapko pata chalega ki kaunsa fund aapke long-term wealth creation ke 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?
sach ye hai ki HDFC Balanced Advantage Fund ka 3Y return 14.5% hai, jo Quant Mutual Fund Large Cap Fund se thoda better hai, lekin expense ratio mein Quant Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo HDFC Balanced Advantage Fund se kam hai, lekin risk ke maamle mein HDFC Balanced Advantage Fund ka riskometer Moderately High hai, jo Quant Mutual Fund Large Cap Fund se low 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
chaliye dekhte hai, HDFC Balanced Advantage Fund ka consistency aur return stability, haan, is fund ka 3Y return 14.5% hai, jo Quant Mutual Fund Large Cap Fund se thoda better hai, isliye HDFC Balanced Advantage Fund ko 10+ years ke liye monthly SIP ke liye better maana ja sakta hai.
⚠️ Risk & Cost Analysis
dekho, riskometer ke maamle mein HDFC Balanced Advantage Fund ka risk Moderately High hai, jo Quant Mutual Fund Large Cap Fund se low hai, aur volatility mein bhi HDFC Balanced Advantage Fund ka volatility 8.58 hai, jo Quant Mutual Fund Large Cap Fund se low hai, lekin Sharpe ratio mein HDFC Balanced Advantage Fund ka Sharpe ratio 0.93 hai, jo Quant Mutual Fund Large Cap Fund se better hai.
📊 Portfolio Diversification
haan, asset allocation ke maamle mein HDFC Balanced Advantage Fund ka asset allocation diversified hai, kyunki ismein equity, GOI Sec, Debenture, NCD, Debt, SDL, REITs, Bonds/NCD, CD, Bonds/Deb, Sec. Debt, InvITs, FRB, Add. Tier 1 Bond, FD, ZCB shamil hain, lekin Quant Mutual Fund Large Cap Fund ka asset allocation thoda concentrated hai, kyunki ismein sirf equity aur T-Bills shamil hain.
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, jo Quant Mutual Fund Large Cap Fund se better hai.
Q2: Is the higher risk fund worth it?
nahi, Quant Mutual Fund Large Cap Fund ka volatility 12.4 hai, jo HDFC Balanced Advantage Fund se high hai, aur Sharpe ratio bhi low hai, isliye 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, jo HDFC Balanced Advantage Fund se low hai, lekin exit load ke baare mein koi 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