Axis Nifty 500 Index Fund vs HDFC Balanced Advantage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Axis Nifty 500 Index Fund is an Index fund and HDFC Balanced Advantage Fund is a Balanced Advantage fund. In the year to 30-10-2026, Axis Nifty 500 Index Fund (Direct) returned −7.6% and HDFC Balanced Advantage Fund (Direct) returned −5.3%. Axis Nifty 500 Index Fund charges 0.17% a year and HDFC Balanced Advantage Fund 0.77% (Direct plans). Their portfolios overlap 48.6%: they hold 136 of the same securities.
Axis Nifty 500 Index Fund
Index
- 1 year return
- −7.6%
- Expense ratio
- 0.17%
- NAV
- ₹9.63
HDFC Balanced Advantage Fund
Balanced Advantage
- 1 year return
- −5.3%
- Expense ratio
- 0.77%
- NAV
- ₹546.24
Which is better, Axis Nifty 500 Index or HDFC Balanced Advantage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- HDFC Balanced Advantage returned more over 1 year: −5.3% against −7.6%.
- Axis Nifty 500 Index costs less: 0.17% a year against 0.77% (Direct plans).
- HDFC Balanced Advantage fell less in its worst fall since 16-07-2024: −10.2% against −18.6%.
- Axis Nifty 500 Index holds more in large companies: 67.2% of the fund in large caps against 54.4%.
- HDFC Balanced Advantage is the larger fund: ₹1,02,534 Cr against ₹314 Cr.
- Their portfolios overlap 48.6%: 136 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Axis Nifty 500 Index Fund | HDFC Balanced Advantage Fund |
|---|---|---|
| Fund house | Axis Mutual Fund | HDFC Mutual Fund |
| Category | Index | Balanced Advantage |
| AUM | ₹314 Cr (30-09-2026) | ₹1,02,534 Cr (30-09-2026) |
| NAV | ₹9.63 (Direct) | ₹546.24 (Direct) |
| Expense ratio (Direct) | 0.17% | 0.77% |
| Expense ratio (Regular) | 1.11% | 1.30% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty 500 TRI | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Launch date | 12-07-2024 | 01-02-1994 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Nandik Malik, Rohit Gautam | Gopal Agrawal, Ihab Dalwai, Nandita Menezes, – Mr. Arun Agarwal, Anil Bamboli |
| Exit load | Exit load of 0.25%, if redeemed within 15 days. | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. |
Axis Nifty 500 Index vs HDFC Balanced Advantage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Axis Nifty 500 Index Fund (Direct) | −0.76% | −6.09% | −2.91% | −7.64% | -- | -- | -- |
| HDFC Balanced Advantage Fund (Direct) | −0.67% | −4.30% | −2.27% | −5.25% | +10.53% | +13.03% | +13.61% |
| Balanced Advantage average | −0.55% | −2.88% | +0.08% | −2.08% | +9.14% | +8.35% | +9.91% |
Category average: the average of the 38 Balanced Advantage funds, same plan type.
Axis Nifty 500 Index vs HDFC Balanced Advantage: Year-wise Returns
| Year | Axis Nifty 500 IndexAxis Nifty 500 Index | HDFC Balanced AdvantageHDFC Balanced Advantage |
|---|---|---|
| 2026to date | −7.79% | −5.77% |
| 2025 | +7.73% | +7.87% |
| 2024 | -- | +17.44% |
| 2023 | -- | +32.13% |
| 2022 | -- | +19.56% |
| 2021 | -- | +27.11% |
Axis Nifty 500 Index vs HDFC Balanced Advantage: Rolling Returns
Every holding period of both funds, against Nifty 500 TRI, the benchmark of Axis Nifty 500 Index Fund
Rolling returns
Every 1-year holding period, 322 of them, one for each trading day from 16-07-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Axis Nifty 500 Index Fund (Direct)
HDFC Balanced Advantage Fund (Direct)
Nifty 500 TRI
to
Aug 2025Nov 2024
to
Nov 2025Jan 2025
to
Jan 2026Apr 2025
to
Apr 2026Jul 2025
to
Jul 2026Sept 2025
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Nifty 500 Index | 35.4 | 30.4 | 24.8 | 7.5 | 1.9 | 0.0 | 0.0 | 2.8% | 2.0% | −9.3% | 17.5% | 0% |
| HDFC Balanced Advantage | 17.7 | 50.2 | 25.6 | 6.6 | 0.0 | 0.0 | 0.0 | 3.6% | 3.2% | −6.0% | 13.1% | 61% |
| Nifty 500 TRI | 32.6 | 31.7 | 26.4 | 7.1 | 2.2 | 0.0 | 0.0 | 2.9% | 2.1% | −9.0% | 17.6% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 16-07-2024. Past returns do not promise future returns.
Axis Nifty 500 Index vs HDFC Balanced Advantage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 16-07-2024 to 30-10-2026: 28 instalments, ₹2,80,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Axis Nifty 500 IndexAxis Nifty 500 Index Fund (Direct) | ₹2,80,000 | ₹2,72,316 | −₹7,684 | −2.3% |
| HDFC Balanced AdvantageHDFC Balanced Advantage Fund (Direct) | ₹2,80,000 | ₹2,77,365 | −₹2,635 | −0.8% |
Axis Nifty 500 IndexAxis Nifty 500 Index Fund (Direct)
HDFC Balanced AdvantageHDFC Balanced Advantage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Axis Nifty 500 Index vs HDFC Balanced Advantage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Axis Nifty 500 Index Fund (Direct) | HDFC Balanced Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | −7.64% | −5.25% |
| Standard deviation | 14.37% | 9.95% |
| Sharpe ratio | -0.90 | -1.05 |
| Sortino ratio | -1.19 | -1.39 |
| Maximum drawdown | −14.9% (30-03-2026) | −10.2% (30-03-2026) |
| Beta | 1.00 | -- |
| Alpha | −0.31% | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Axis Nifty 500 Index Fund (Direct) | HDFC Balanced Advantage Fund (Direct) |
|---|---|---|
| Return (CAGR) | −1.76% | +13.51% |
| Standard deviation | 14.00% | 14.22% |
| Sharpe ratio | -0.54 | 0.52 |
| Sortino ratio | -0.72 | 0.71 |
| Maximum drawdown | −18.6% (28-02-2025) | −34.2% (23-03-2020) |
| Beta | 1.00 | -- |
| Alpha | −0.20% | -- |
From daily NAVs, 16-07-2024 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Axis Nifty 500 Index Fund (Direct)
HDFC Balanced Advantage Fund (Direct)
Nifty 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Axis Nifty 500 Index Fund (Direct) | −18.6% | 26-09-2024 | 28-02-2025 | Not yet | -- | −9.2% |
| HDFC Balanced Advantage Fund (Direct) | −10.2% | 02-01-2026 | 30-03-2026 | Not yet | -- | −6.5% |
| Nifty 500 TRI | −18.6% | 26-09-2024 | 28-02-2025 | Not yet | -- | −8.8% |
From daily values since 16-07-2024, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Axis Nifty 500 Index Fund (Direct)
HDFC Balanced Advantage Fund (Direct)
Nifty 500 TRI
Against Nifty 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Axis Nifty 500 Index Fund (Direct) | 99% | 100% | 0.12% |
| HDFC Balanced Advantage Fund (Direct) | 67% | 63% | 6.19% |
From month-end values since 16-07-2024. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Axis Nifty 500 Index vs HDFC Balanced Advantage: Portfolio Overlap
From each fund's latest monthly portfolio: Axis Nifty 500 Index Fund, September 2026; HDFC Balanced Advantage Fund, September 2026
Holdings in common
- Overlap
- 48.6%
- Held by both
- 136
- Only in Axis Nifty 500 Index
- 364
- Only in HDFC Balanced Advantage
- 175
| Security | % of Axis Nifty 500 Index | % of HDFC Balanced Advantage |
|---|---|---|
| ICICI Bank Limited | 4.94% | 5.06% |
| HDFC Bank Limited | 5.67% | 4.32% |
| Reliance Industries Limited | 4.14% | 3.64% |
| Bharti Airtel Limited | 2.79% | 3.05% |
| Larsen & Toubro Limited | 2.30% | 2.52% |
| State Bank of India | 2.07% | 3.28% |
| Axis Bank Limited | 1.84% | 2.65% |
| Kotak Mahindra Bank Limited | 1.60% | 1.58% |
| Infosys Limited | 1.83% | 1.45% |
| Eternal Limited | 1.21% | 1.68% |
| ITC Limited | 1.32% | 1.10% |
| Tata Consultancy Services Limited | 1.09% | 1.08% |
| Sun Pharmaceutical Industries Limited | 1.00% | 1.55% |
| Mahindra & Mahindra Limited | 1.37% | 0.82% |
| Maruti Suzuki India Limited | 0.81% | 1.42% |
| NTPC Limited | 0.80% | 2.00% |
| Tata Steel Limited | 0.80% | 0.68% |
| HCL Technologies Limited | 0.68% | 1.21% |
| Divi's Laboratories Limited | 0.62% | 0.81% |
| InterGlobe Aviation Limited | 0.59% | 1.18% |
| UltraTech Cement Limited | 0.68% | 0.56% |
| Coal India Limited | 0.53% | 1.77% |
| Hindustan Aeronautics Limited | 0.46% | 0.45% |
| Bajaj Auto Limited | 0.62% | 0.40% |
| SBI Life Insurance Company Limited | 0.40% | 0.88% |
| Cholamandalam Investment and Finance Company Ltd | 0.37% | 0.43% |
| Bajaj Finserv Limited | 0.52% | 0.34% |
| Bharat Petroleum Corporation Limited | 0.32% | 0.61% |
| Hindustan Unilever Limited | 0.87% | 0.31% |
| IndusInd Bank Limited | 0.31% | 0.57% |
| AU Small Finance Bank Limited | 0.31% | 0.48% |
| Britannia Industries Limited | 0.30% | 0.38% |
| Oil & Natural Gas Corporation Limited | 0.46% | 0.29% |
| Bharat Forge Limited | 0.28% | 0.35% |
| Life Insurance Corporation Of India | 0.26% | 1.17% |
| Lupin Limited | 0.26% | 1.13% |
| Power Finance Corporation Limited | 0.25% | 0.59% |
| GAIL (India) Limited | 0.24% | 0.82% |
| Aurobindo Pharma Limited | 0.24% | 0.44% |
| Bank of Baroda | 0.22% | 0.67% |
| Jindal Steel Limited | 0.22% | 0.47% |
| Bosch Limited | 0.21% | 0.30% |
| United Spirits Limited | 0.21% | 0.28% |
| Trent Limited | 0.45% | 0.20% |
| Embassy Office Parks REIT | 0.20% | 0.83% |
| REC Limited | 0.19% | 0.50% |
| Tech Mahindra Limited | 0.50% | 0.18% |
| Hindustan Petroleum Corporation Limited | 0.18% | 0.60% |
| Glenmark Pharmaceuticals Limited | 0.18% | 0.20% |
| Apar Industries Limited | 0.17% | 0.64% |
| Tata Motors Ltd | 0.46% | 0.16% |
| Ashok Leyland Limited | 0.23% | 0.16% |
| Alkem Laboratories Limited | 0.16% | 0.28% |
| Asian Paints Limited | 0.57% | 0.15% |
| Vishal Mega Mart Limited | 0.15% | 0.37% |
| Hyundai Motor India Ltd | 0.15% | 0.79% |
| Mphasis Limited | 0.15% | 0.27% |
| Cipla Limited | 0.40% | 0.14% |
| CG Power and Industrial Solutions Limited | 0.31% | 0.14% |
| HDFC Life Insurance Company Limited | 0.29% | 0.14% |
| Billionbrains Garage Ventures Ltd | 0.14% | 0.20% |
| IPCA Laboratories Limited | 0.14% | 0.47% |
| NHPC Limited | 0.14% | 0.21% |
| Shriram Finance Limited | 0.72% | 0.13% |
| DLF Limited | 0.23% | 0.13% |
| Dr. Reddy's Laboratories Limited | 0.39% | 0.12% |
| Ambuja Cements Limited | 0.12% | 0.30% |
| Brookfield India Real Estate Trust | 0.12% | 0.51% |
| Jio Financial Services Limited | 0.37% | 0.11% |
| Avenue Supermarts Limited | 0.32% | 0.11% |
| Tata Motors Passenger Vehicles Limited | 0.31% | 0.11% |
| Info Edge (India) Limited | 0.25% | 0.11% |
| Godrej Properties Limited | 0.11% | 0.20% |
| JSW Infrastructure Ltd | 0.11% | 0.59% |
| Swiggy Limited | 0.20% | 0.10% |
| JSW Energy Limited | 0.16% | 0.10% |
| SBI Cards and Payment Services Limited | 0.09% | 0.11% |
| LG Electronics India Ltd | 0.09% | 0.11% |
| Bandhan Bank Limited | 0.09% | 0.13% |
| Jubilant Foodworks Limited | 0.09% | 0.09% |
| Kalpataru Projects International Limited | 0.08% | 0.26% |
| ITC Hotels Limited | 0.10% | 0.07% |
| Crompton Greaves Consumer Electricals Limited | 0.07% | 0.15% |
| Apollo Tyres Limited | 0.07% | 0.36% |
| Vodafone Idea Limited | 0.19% | 0.06% |
| Torrent Power Limited | 0.12% | 0.06% |
| Home First Finance Company India Limited | 0.06% | 0.07% |
| Kaynes Technology India Limited | 0.06% | 0.39% |
| Persistent Systems Limited | 0.30% | 0.05% |
| 360 One WAM Limited | 0.14% | 0.05% |
| Bharti Hexacom Limited | 0.06% | 0.05% |
| Five Star Business Finance Limited | 0.05% | 0.34% |
| Bharat Dynamics Limited | 0.05% | 0.23% |
| Indraprastha Gas Limited | 0.05% | 0.09% |
| Adani Ports and Special Economic Zone Limited | 0.74% | 0.04% |
| PB Fintech Limited | 0.20% | 0.04% |
| Voltas Limited | 0.13% | 0.04% |
| ICICI Prudential Asset Management Company Limited | 0.10% | 0.04% |
| Housing & Urban Development Corporation Limited | 0.04% | 0.05% |
| Cohance Lifesciences Limited | 0.04% | 0.18% |
| Hexaware Technologies Limited | 0.04% | 0.26% |
| Zee Entertainment Enterprises Limited | 0.04% | 0.06% |
| BEML Limited | 0.04% | 0.42% |
| Aditya Birla Sun Life AMC Limited | 0.04% | 0.12% |
| CESC Limited | 0.04% | 0.17% |
| Whirlpool of India Limited | 0.04% | 0.12% |
| Colgate Palmolive (India) Limited | 0.12% | 0.03% |
| Canara HSBC Life Insurance company Ltd | 0.03% | 0.43% |
| Tenneco Clean Air India Limited | 0.03% | 0.08% |
| Aavas Financiers Limited | 0.03% | 0.24% |
| Techno Electric & Engineering Company Limited | 0.03% | 0.42% |
| Garden Reach Shipbuilders & Engineers Limited | 0.03% | 0.14% |
| Rubicon Research Limited | 0.03% | 0.28% |
| PCBL Chemical Limited | 0.03% | 0.20% |
| Titagarh Rail Systems Limited | 0.03% | 0.34% |
| Devyani International Limited | 0.03% | 0.04% |
| Varun Beverages Limited | 0.31% | 0.02% |
| L&T Finance Limited | 0.12% | 0.02% |
| Coromandel International Limited | 0.11% | 0.02% |
| Bajaj Housing Finance Limited | 0.05% | 0.02% |
| Aditya Infotech Limited | 0.05% | 0.02% |
| Emcure Pharmaceuticals Limited | 0.04% | 0.02% |
| Chambal Fertilizers & Chemicals Limited | 0.03% | 0.02% |
| Tega Industries Limited | 0.02% | 0.25% |
| UTI Asset Management Company Limited | 0.02% | 0.09% |
| Aegis Vopak Terminals Limited | 0.02% | 0.08% |
| Nuvoco Vistas Corporation Limited | 0.02% | 0.07% |
| Union Bank of India | 0.17% | 0.01% |
| UPL Limited | 0.16% | 0.01% |
| Aster DM Quality Care Limited | 0.10% | 0.01% |
| Star Health And Allied Insurance Company Limited | 0.07% | 0.01% |
| Tata Chemicals Limited | 0.05% | 0.01% |
| Paradeep Phosphates Limited | 0.03% | 0.01% |
| RITES Limited | 0.01% | 0.01% |
| HEG Advanced Materials Ltd | 0.01% | 0.02% |
| RHI Magnesita India Limited | 0.01% | 0.04% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 48.6% means 48.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Axis Nifty 500 Index Fund
| Security | % of fund |
|---|---|
| Bajaj Finance Limited | 1.37% |
| Titan Company Limited | 0.99% |
| Bharat Electronics Limited | 0.73% |
| Hindalco Industries Limited | 0.71% |
| BSE Limited | 0.66% |
Largest holdings only in HDFC Balanced Advantage Fund
| Security | % of fund |
|---|---|
| 7.18% GOI MAT 140833 | 2.04% |
| 7.34% GOI MAT 220464 | 0.74% |
| LIC Housing Finance Ltd. | 0.63% |
| State Bank of India (Tier 2 - Basel III) | 0.58% |
| 6.9% GOI MAT 150465 | 0.55% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Axis Nifty 500 Index | HDFC Balanced Advantage |
|---|---|---|
| Equity | 99.8% | 73.4% |
| Debt | 0.0% | 23.6% |
| Cash and others | 0.2% | 2.9% |
Market cap of stocks
| Market cap | Axis Nifty 500 Index | HDFC Balanced Advantage |
|---|---|---|
| Large Cap | 67.2% | 54.4% |
| Mid Cap | 20.9% | 9.4% |
| Small Cap | 11.6% | 9.4% |
| Not on AMFI's list | 0.1% | 0.2% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Axis Nifty 500 Index | HDFC Balanced Advantage |
|---|---|---|
| Banks | 19.3% | 18.8% |
| Finance | 6.5% | 3.0% |
| Pharmaceuticals & Biotechnology | 5.8% | 5.6% |
| IT - Software | 5.7% | 4.5% |
| Petroleum Products | 5.0% | 5.2% |
| Automobiles | 4.9% | 3.5% |
| Construction | 2.7% | 3.7% |
The six largest sectors of each fund's stocks, % of the fund.
Axis Nifty 500 Index vs HDFC Balanced Advantage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Axis Nifty 500 Index Fund | HDFC Balanced Advantage Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.17% | 0.77% |
| Base expense ratio (Direct) | 0.09% | 0.64% |
| Total expense ratio (Regular) | 1.11% | 1.30% |
| Base expense ratio (Regular) | 0.90% | 1.09% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
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Axis Nifty 500 Index Fund vs HDFC Balanced Advantage Fund: Frequently Asked Questions
What is the difference between Axis Nifty 500 Index Fund and HDFC Balanced Advantage Fund?
Axis Nifty 500 Index Fund is an Index fund, HDFC Balanced Advantage Fund is a Balanced Advantage fund, run by Axis Mutual Fund and HDFC Mutual Fund. Their portfolios overlap 48.6%. Axis Nifty 500 Index Fund charges 0.17% a year and HDFC Balanced Advantage Fund 0.77%.
Which has given higher returns, Axis Nifty 500 Index Fund or HDFC Balanced Advantage Fund?
Over 1 year: Axis Nifty 500 Index Fund −7.64%, HDFC Balanced Advantage Fund −5.25%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Axis Nifty 500 Index Fund or HDFC Balanced Advantage Fund?
Axis Nifty 500 Index Fund charges less: 0.17% a year against 0.77%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Axis Nifty 500 Index Fund and HDFC Balanced Advantage Fund overlap?
48.6%. They hold 136 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Axis Nifty 500 Index Fund or HDFC Balanced Advantage Fund?
On SEBI's riskometer, Axis Nifty 500 Index Fund is rated Very High and HDFC Balanced Advantage Fund Very High. Over 1 years, the standard deviation of daily returns was 14.37% and 9.95% a year.
Can I invest in both Axis Nifty 500 Index Fund and HDFC Balanced Advantage Fund?
Yes. 48.6% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Axis Nifty 500 Index Fund and HDFC Balanced Advantage Fund?
Axis Nifty 500 Index Fund: Nandik Malik, Rohit Gautam. HDFC Balanced Advantage Fund: Gopal Agrawal, Ihab Dalwai, Nandita Menezes, – Mr. Arun Agarwal, Anil Bamboli.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.