Which has the lower expense ratio, HDFC Balanced Advantage Fund - Growth Plan or Shriram Balanced Advantage Fund - Direct Growth?

HDFC Balanced Advantage Fund - Growth Plan's expense ratio is 0.78% versus Shriram Balanced Advantage Fund - Direct Growth's 0.9%. 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 Shriram Balanced Advantage Fund - Direct 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 Shriram Balanced Advantage Fund - Direct Growth

Q: HDFC Balanced Advantage Fund - Growth Plan vs Shriram Balanced Advantage Fund - Direct Growth — which has given better returns?

HDFC Balanced Advantage Fund - Growth Plan has a 1-year return of -2.61% versus Shriram Balanced Advantage Fund - Direct Growth's -2.86%. 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

Shriram Balanced Advantage Fund - Direct Growth

Shriram Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

Metric	HDFC Balanced Advantag...	Shriram Balanced Advan...
NAV	₹546.11	₹18.19
Star Rating	★★★★★	★
Expense Ratio	0.78%	0.9%
AUM	₹107,295 Cr	₹42 Cr
1M Return	-4.22%	-4.39%
3M Return	-3.6%	-3.09%
6M Return	+2.84%	+1.81%
1Y Return	-2.61%	-2.86%
3Y CAGR	+9.94%	+5.46%
5Y CAGR	+13.17%	+5.83%
Risk Level	—	—
Fund Manager	Srinivas Rao Ravuri	Kartik Soral

View Fund A View Fund B

Compare More Funds SIP Calculator SIP vs Lumpsum Guide ELSS Tax Saving Funds