Which has the lower expense ratio, HDFC Balanced Advantage Fund - Growth Plan or SBI US Specific Equity Active FoF - Direct Plan - Growth?

HDFC Balanced Advantage Fund - Growth Plan's expense ratio is 0.78% versus SBI US Specific Equity 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 US Specific Equity 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 US Specific Equity Active FoF - Direct Plan - Growth

Q: HDFC Balanced Advantage Fund - Growth Plan vs SBI US Specific Equity 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 US Specific Equity Active FoF - Direct Plan - Growth's -0.94%. 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 US Specific Equity Active FoF - Direct Plan - Growth

SBI Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

Metric	HDFC Balanced Advantag...	SBI US Specific Equity...
NAV	₹546.11	₹10.06
Star Rating	★★★★★	★★★★★
Expense Ratio	0.78%	0.27%
AUM	₹107,295 Cr	₹2,213 Cr
1M Return	-4.22%	-1.07%
3M Return	-3.6%	-3.56%
6M Return	+2.84%	+0.48%
1Y Return	-2.61%	-0.94%
3Y CAGR	+9.94%	+27.71%
5Y CAGR	+13.17%	+15.46%
Risk Level	—	—
Fund Manager	Srinivas Rao Ravuri	Nidhi Chawla

View Fund A View Fund B

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