Aditya Birla Sun Life Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Fund Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6979 Cr ₹1363 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 25 Apr 2000 01 Jan 2013
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 50+50 Moderate TRI NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over 240% 49%
Expense Ratio 1.77 2.12
Manager Lovelish Solanki Mahesh A Chhabria
ISIN Code INF084M01AB8 INF917K01KY4
Exits Load 0.25% for redemption within 7 days./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Month 2.19% 2.75%
6 Month 12.13% 10.52%
1 Year 21.25% 22.03%
3 Year 12.09% 11.29%
5 Year 13.46% 11.32%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 10.37% 8.57%
3 Year 23.8% 21.35%
5 Year 42.23% 33.62%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
1 Year 13.79% 11.08%
3 Year 32.93% 27.05%
5 Year 45.24% 37.8%

Risk Management

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 6.2% 5.55%
Sharp 0.76% 0.68%
Beta 0.81% 0.7%
Alpha 2.3% 1.8%

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Fund Managers

Scheme Name Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth
Name Lovelish Solanki Mahesh A Chhabria
Total AUM ₹14756 Cr ₹15021 Cr
Fund Manage 2 9
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

HSBC Balanced Advantage Fund - Regular Growth

Others 23.54 33.62
Large Cap 47.16 30.99
Mid Cap 7.19 18.95
Small Cap 3.17 16.44

Sector Allocation

Scheme Name

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

HSBC Balanced Advantage Fund - Regular Growth

Others 18.04 2.29
Financial 19.29 33.15
Energy 6.43 6.84
Sovereign 6.39 11.69
Technology 4.01 3.94
Construction 2.06 6.93
Consumer Staples 5.1 4.63
Automobile 4.27 1.22
Communication 4.11 2.74
Healthcare 2.88 7.24
Metals & Mining 1.68 0.97
Materials 2.42 3.09
Consumer Discretionary 1.45 1.12
Capital Goods 1.95 4.76
Diversified 0.45 -
Services 0.28 7.59
Chemicals 0.25 1.32
Textiles - 0.48

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