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Balanced HybridVSELSS
Old Bridge Mutual Fund Balanced Advantage Fund vs HDFC ELSS Tax Saver Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.3%
VS
3Y Return
16.22%
| Parameter | AOld Bridge Mutual Fund Balanced Advantage Fund - Direct Plan - Growth | BHDFC ELSS Tax Saver Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Old Bridge Mutual Fund | HDFC Mutual Fund |
| Category | Balanced Hybrid | ELSS |
| NAV (₹) | 16.39 | 1325.00 |
| AUM (₹ Cr) | 1.58 Lac Cr | 1.56 Lac Cr |
| Expense Ratio (%) | 0.78% | 1.24% |
| Riskometer | Moderately High | Very High |
| Volatility | 9.11 | 13.3 |
| Sharpe Ratio | 0.64 | 0.73 |
| 1 Year Return (%) | 3.08% | -5.24% |
| 3 Year Return (%) | 12.3% | 16.22% |
| 5 Year Return (%) | 5.27% | 16.62% |
| Since Launch (%) | 10.94% | 12.04% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 7 September 2021 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Gopal Agrawal; Srinivasan Ramamurthy (5.1 years yrs) | Amar Kalkundrikar; Dhruv Muchhal (2.9 years yrs) |
| Benchmark | Nifty 50 Hybrid Composite Debt 65:35 Index | Nifty 500 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.8%), ICICI Bank Ltd. (5.5%), Reliance Industries Ltd. (4.5%) | ICICI Bank Ltd. (8.93%), HDFC Bank Ltd. (8.23%), Axis Bank Ltd. (7.22%) |
| Asset Allocation | Equity: 65.00% | Debt: 30.00% | T-Bills: 5.00% | Equity: 96.57% | GOI Sec: 0.33% |
| Portfolio Turnover | 145% | 32% |
Why consider Old Bridge Mutual Fund Balanced Advantage Fund?
- Expense ratio: 0.78%
- 3Y return: 12.3%
- AUM: 1.58 Lac Cr
- Sharpe Ratio: 0.64
Why consider HDFC ELSS Tax Saver Fund?
- Expense ratio: 1.24%
- 3Y return: 16.22%
- AUM: 1.56 Lac Cr
- Sharpe Ratio: 0.73
SIP Calculator – Compare Growth Potential
Old Bridge Mutual Fund Balanced Advantage Fund
₹1182670.66
@12.3% annual return (3Y)
HDFC ELSS Tax Saver Fund
₹1502840.21
@16.2% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
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
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⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.