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Axis Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
Axis Balanced Advantage Fund - Regular Plan - Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹3342 Cr | ₹1555 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Aug 2017 | 07 Feb 2011 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 24% | 49% |
| Expense Ratio | 2 | 2.11 |
| Manager | Hardik Shah | Mahesh A Chhabria |
| ISIN Code | INF846K01A52 | INF917K01KY4 |
| Exits Load | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.77% | 1.02% |
| 6 Month | 4.9% | 3.92% |
| 1 Year | 5.27% | 3.78% |
| 3 Year | 15.24% | 12.98% |
| 5 Year | 13.38% | 10.85% |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.14% | 3.94% |
| 1 Year | 6.82% | 6.36% |
| 3 Year | 14.64% | 11.99% |
| 5 Year | 13.15% | 10.85% |
Rolling Lumpsum Returns
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.75% | 8.49% |
| 3 Year | 10.38% | 9.16% |
| 5 Year | 9.89% | 9.69% |
Risk Management
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.80% | 6.75% |
| Sharp | 1.16% | 0.96% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Hardik Shah | Mahesh A Chhabria |
| Total AUM | ₹0 Cr | ₹15021 Cr |
| Funds Managed | 12 | 9 |
| Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 36.84 | 34.11 |
| Large Cap | 55.12 | 48.59 |
| Mid Cap | 4.8 | 7.69 |
| Small Cap | 3.25 | 9.61 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.21 | 32.29 |
| Energy | 8.05 | 1.93 |
| Technology | 7.29 | 6.41 |
| Basic Materials | 3.7 | 1.27 |
| Consumer Defensive | 3.56 | 6.81 |
| Industrials | 6.68 | 4.76 |
| Financial Services | 22 | 27.06 |
| Healthcare | 4.45 | 7.85 |
| Consumer Cyclical | 6.33 | 5.76 |
| Communication Services | 2.72 | - |
| Utilities | 2.36 | 3.78 |
| Real Estate | 0.64 | 2.09 |
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