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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) | ₹3721 Cr | ₹1588 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 | -0.19% | -0.37% |
| 6 Month | 2.19% | 1.15% |
| 1 Year | 3.78% | -0.15% |
| 3 Year | 13.57% | 11.21% |
| 5 Year | 11.81% | 9.2% |
SIP Return Analysis
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.95% | 1.02% |
| 1 Year | 10.72% | 6.66% |
| 3 Year | 13.23% | 9.62% |
| 5 Year | 12.43% | 9.75% |
Rolling Lumpsum Returns
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.96% | 8.21% |
| 3 Year | 10.86% | 9.47% |
| 5 Year | 10.67% | 9.95% |
Risk Management
| Scheme Name | Axis Balanced Advantage Fund - Regular Plan - Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.47% | 6.62% |
| Sharp | 0.90% | 0.71% |
| Beta | 1.06% | 0.85% |
| Alpha | 1.82% | 0.77% |
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 | 35.47 | 36.06 |
| Large Cap | 56.23 | 45.68 |
| Mid Cap | 5.53 | 8.24 |
| Small Cap | 2.77 | 10.02 |
Sector Allocation
| Scheme Name |
Axis Balanced Advantage Fund - Regular Plan - Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 29.67 | 31.53 |
| Energy | 6.6 | 2.34 |
| Technology | 8.94 | 5.92 |
| Industrials | 7.6 | 7.35 |
| Financial Services | 21.52 | 23.94 |
| Basic Materials | 3.78 | 1.08 |
| Healthcare | 4.99 | 7.61 |
| Consumer Defensive | 4.52 | 7.74 |
| Consumer Cyclical | 6.35 | 7.44 |
| Real Estate | 1.55 | 1.76 |
| Communication Services | 2.16 | - |
| Utilities | 2.32 | 3.28 |
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