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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) | ₹3161 Cr | ₹1526 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 | 1.44% | 1.38% |
| 6 Month | 3.23% | 0.39% |
| 1 Year | 7.32% | 5.16% |
| 3 Year | 16.27% | 13.48% |
| 5 Year | 13.84% | 11.14% |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.22% | 5.07% |
| 1 Year | 9.31% | 7.01% |
| 3 Year | 15.97% | 12.61% |
| 5 Year | 13.85% | 11.1% |
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 | 8.06% | 6.95% |
| Sharp | 0.99% | 0.77% |
| 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 | 35.01 | 34.98 |
| Large Cap | 56.8 | 35.51 |
| Mid Cap | 4.89 | 12.01 |
| Small Cap | 3.3 | 17.5 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.9 | 34.7 |
| Energy | 8.07 | 2.98 |
| Technology | 7.41 | 8.81 |
| Basic Materials | 3.59 | 1.87 |
| Consumer Defensive | 3.22 | 2.37 |
| Industrials | 6.03 | 7.87 |
| Financial Services | 22.09 | 21.09 |
| Healthcare | 4.75 | 6.65 |
| Consumer Cyclical | 6.89 | 7.2 |
| Communication Services | 2.67 | - |
| Utilities | 2.05 | 3.73 |
| Real Estate | 0.33 | 2.71 |
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