Which has the lower expense ratio, HDFC Balanced Advantage Fund - Growth Plan or SBI Dynamic Asset Allocation Active FoF - Direct Plan - Growth?

HDFC Balanced Advantage Fund - Growth Plan's expense ratio is 0.78% versus SBI Dynamic Asset Allocation Active FoF - Direct Plan - Growth's 0.27%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HDFC Balanced Advantage Fund - Growth Plan and SBI Dynamic Asset Allocation Active FoF - Direct Plan - Growth?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

HDFC Balanced Advantage Fund - Growth Plan vs SBI Dynamic Asset Allocation Active FoF - Direct Plan - Growth

Q: HDFC Balanced Advantage Fund - Growth Plan vs SBI Dynamic Asset Allocation Active FoF - Direct Plan - Growth — which has given better returns?

HDFC Balanced Advantage Fund - Growth Plan has a 1-year return of -2.61% versus SBI Dynamic Asset Allocation Active FoF - Direct Plan - Growth's 2.71%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

HDFC Balanced Advantage Fund - Growth Plan

HDFC Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

SBI Dynamic Asset Allocation Active FoF - Direct Plan - Growth

SBI Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

Metric	HDFC Balanced Advantag...	SBI Dynamic Asset Allo...
NAV	₹546.11	₹10.16
Star Rating	★★★★★	★★★★
Expense Ratio	0.78%	0.27%
AUM	₹107,295 Cr	₹2,328 Cr
1M Return	-4.22%	-2.96%
3M Return	-3.6%	-0.24%
6M Return	+2.84%	+7.07%
1Y Return	-2.61%	+2.71%
3Y CAGR	+9.94%	—
5Y CAGR	+13.17%	—
Risk Level	—	—
Fund Manager	Srinivas Rao Ravuri	Nidhi Chawla

View Fund A View Fund B

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