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NAVs as of 20 Aug 2026

Axis Balanced Advantage FundDirectquant Dynamic Asset Allocation FundDirectBaroda BNP Paribas Balanced Advantage FundDirectHDFC Balanced Advantage FundDirect4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 13 Apr 2023 – 20 Aug 2026, limited by quant Dynamic Asset Allocation Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.

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Growth of ₹100, sampled across the common period
Date	Axis Balanced Advantage Fund	quant Dynamic Asset Allocation Fund	Baroda BNP Paribas Balanced Advantage Fund	HDFC Balanced Advantage Fund	Nifty 50
13 Apr 2023	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
24 Jul 2023	₹109.14	₹111.97	₹109.54	₹110.44	₹110.35
03 Nov 2023	₹110.62	₹116.18	₹110.24	₹116.53	₹107.87
13 Feb 2024	₹123.70	₹149.40	₹122.91	₹135.54	₹121.96
25 May 2024	₹132.45	₹164.81	₹132.23	₹147.63	₹128.77
04 Sep 2024	₹145.40	₹179.12	₹141.68	₹157.28	₹141.34
16 Dec 2024	₹147.52	₹169.52	₹145.00	₹156.86	₹138.37
28 Mar 2025	₹143.79	₹158.69	₹137.22	₹150.92	₹131.92
08 Jul 2025	₹151.58	₹175.24	₹150.65	₹161.67	₹143.16
18 Oct 2025	₹153.51	₹172.28	₹151.00	₹162.93	₹144.21
28 Jan 2026	₹153.64	₹163.41	₹150.60	₹162.48	₹142.15
10 May 2026	₹153.64	₹173.65	₹156.42	₹160.62	₹135.61
20 Aug 2026	₹157.63	₹171.25	₹160.63	₹163.45	₹135.92

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	Axis Balanced Advantage Fund	quant Dynamic Asset Allocation Fund	Baroda BNP Paribas Balanced Advantage Fund	HDFC Balanced Advantage Fund
Axis Balanced Advantage Fund	·
quant Dynamic Asset Allocation Fund	·	·
Baroda BNP Paribas Balanced Advantage Fund	·	·	·
HDFC Balanced Advantage Fund	·	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

Axis Balanced Advantage Fund and HDFC Balanced Advantage Fund duplicate 57% of their equity book — holding both adds concentration, not diversification.

Shared holdings — Axis Balanced Advantage Fund vs HDFC Balanced Advantage Fund

Stocks held by both Axis Balanced Advantage Fund and HDFC Balanced Advantage Fund, with each fund's weight and the weight they share.
Stock	Axis Balanced Advantage Fund	HDFC Balanced Advantage Fund
ICICI Bank Ltd	7.99%	7.16%	7.16%
HDFC Bank Ltd	8.40%	6.61%	6.61%
Reliance Industries Ltd	6.38%	5.40%	5.40%
State Bank of India	4.74%	4.78%	4.74%
Larsen & Toubro Ltd	3.35%	3.62%	3.35%
Bharti Airtel Ltd	3.09%	4.25%	3.09%
NTPC Ltd	2.28%	3.01%	2.28%
Infosys Ltd	3.16%	2.16%	2.16%
Sun Pharmaceutical Industries Ltd	2.47%	2.06%	2.06%
Kotak Mahindra Bank Ltd	3.04%	1.98%	1.98%
Zomato Ltd	1.75%	1.89%	1.75%
Axis Bank Ltd	1.67%	3.70%	1.67%
Interglobe Aviation Ltd	1.41%	1.72%	1.41%
ITC Ltd	1.39%	1.58%	1.39%
SBI Life Insurance Company Ltd	1.22%	1.24%	1.22%

44 more stocks in common. 59 shared of 109 / 159 positions. Weights are shown as a share of each fund's equity book.

Axis Balanced Advantage Fund, quant Dynamic Asset Allocation Fund, Baroda BNP Paribas Balanced Advantage Fund, HDFC Balanced Advantage Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Dynamic Asset Allocation or Balanced Advantage median.
Metric	Axis Balanced Advantage Fund Axis · Direct NAV ₹24.48 High risk ★★★★☆	quant Dynamic Asset Allocation Fund quant · Direct NAV ₹17.14 High risk ★★★☆☆	Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · Direct NAV ₹28.96 High risk ★★★★☆	HDFC Balanced Advantage Fund HDFC · Direct NAV ₹572.87 High risk ★★★★★	Category median Dynamic Asset Allocation or Balanced Advantage · 37 funds

	+4.79%	+0.11%	+8.61%Best in row	+2.41%	+4.48%
	+13.41%	+15.37%Best in row	+13.90%	+13.38%	+11.02%
	+10.63%	—	+12.50%	+16.11%Best in row	+10.08%
	—	—	—	+14.43%	+10.76%
	+10.33%	+17.40%Best in row	+14.66%	+14.11%	+9.91%
	+11.08%	+8.18%	+12.67%	+12.74%	—

	+12.03%	+17.72%Best in row	+15.86%	+15.93%	+12.11%
	+11.75%	—	+16.04%Best in row	+15.45%	+11.73%
	—	—	—	+15.72%	+11.91%
Risk
	8.01%Best in row	14.38%	10.44%	9.86%	8.34%
	0.86Best in row	0.62	0.71	0.70	0.52
	1.20Best in row	0.85	0.96	0.94	0.72
	-17.16%Best in row	-18.43%	-20.72%	-34.20%	-15.25%

	+4.80%	+6.78%Best in row	+5.27%	+4.97%	+2.88%
	0.61	1.00	0.78	0.71	0.62
	78.7%	108.6%Best in row	92.7%	86.2%	73.8%
	35.7%Best in row	67.7%	53.1%	45.7%	43.9%

	1.06%	1.55%	0.95%	0.76%Best in row	1.04%
	₹3,759Cr	₹902.64Cr	₹4,798Cr	₹1,04,783Cr	₹2,076Cr
	Up to 1.00%	1.00%	Up to 1.00%	Up to 1.00%	—
	₹100	₹1.00K	₹250	₹100	—
	₹100	₹5.00K	₹5.00K	₹100	—
	135%	—	378%	27%	185%
	Devang Shah	Sanjeev Sharma	Sanjay Chawla · 7.8y	Arun Agarwal	—
	07 Aug 2017	13 Apr 2023	20 Nov 2018	01 Jan 2013	—

	109	10	61	159	—
	33.5%	62.1%	24.3%	30.6%	—
	15.8%	6.1%	-1.5%	2.0%	—

2 rows carry the same value for every fund — show

Benchmark: Nifty 50
Lock-in: None

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.