Axis Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon Axis Balanced Advantage Fund - Regular Plan - Growth

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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 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) ₹2547 Cr ₹1504 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 2.01 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 -1.03% -2.79%
6 Month 1.77% 0.53%
1 Year 14.17% 9.75%
3 Year 12.5% 10.77%
5 Year 11.77% 10.24%

SIP Return Analysis

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 7.98% 4.07%
3 Year 15.64% 12.36%
5 Year 13.66% 11.05%

Rolling Lumpsum Returns

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
1 Year 8.22% 8.61%
3 Year 9.95% 9.03%
5 Year 8.8% 9.29%

Risk Management

Scheme Name Axis Balanced Advantage Fund - Regular Plan - Growth HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 7.39% 5.55%
Sharp 0.89% 0.82%
Beta 0.98% 0.73%
Alpha 2.31% 1.73%

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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
Fund Manage 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 18.35 52.08
Large Cap 53.62 33.67
Mid Cap 8.15 15.24
Small Cap 6.52 18.76

Sector Allocation

Scheme Name

Axis Balanced Advantage Fund - Regular Plan - Growth

HSBC Balanced Advantage Fund - Regular Growth

Others 18.35 52.08
Petroleum Products 4.54 1.99
IT - Software 6.38 4.97
Cement & Cement Products 1.08 -
Personal Products 0.77 0.14
Construction 2.97 2.32
Capital Markets 0.02 3.27
Healthcare Services 1.63 1.11
Banks 14.48 12.4
Diversified FMCG 0.66 -
Non - Ferrous Metals 0.77 0.09
Pharmaceuticals & Biotechnology 4.91 7.17
Aerospace & Defense 0.99 0.44
Auto Components 0.45 0.79
Electrical Equipment 0.79 1.73
Automobiles 5.31 0.76
Ferrous Metals 0.19 -
Finance 4.42 4
Insurance 2.9 -
Gas 0.14 -
IT - Services 0.08 -
Agricultural Food & other Products 0.64 -
Diversified Metals 0.46 -
Oil 0.54 -
Food Products 0.04 -
Power 2.35 3.41
Consumer Durables 0.22 4.71
Industrial Products 0.71 4.55
Chemicals & Petrochemicals 1.32 0.59
Household Products 0.73 -
Telecom - Services 2.46 -
Consumable Fuels 0.87 -
Fertilizers & Agrochemicals 0.8 1.15
Industrial Manufacturing 1.45 -
Transport Services 0.03 -
Retailing 0.65 1.74
Leisure Services 0.56 1.77
Realty 0.45 3.59
Beverages 0.53 1.78
Paper, Forest & Jute Products - 0.74
Financial Technology (Fintech) - 1.72
Commercial Services & Supplies - 0.74

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