Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs HSBC Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Invest Now

tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH HSBC Balanced Advantage Fund - Regular Growth
Fund BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk High Moderately High
Asset Size (Cr) ₹1304 Cr ₹1526 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 08 Dec 2023 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 % 49%
Expense Ratio 2.09 2.11
Manager Siddharth Chaudhary Mahesh A Chhabria
ISIN Code INF0QA701680 INF917K01KY4
Exits Load Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 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 BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH HSBC Balanced Advantage Fund - Regular Growth
1 Month 2.92% 1.38%
6 Month 5.58% 0.39%
1 Year 3.69% 5.16%
3 Year - 13.48%
5 Year - 11.14%

SIP Return Analysis

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH HSBC Balanced Advantage Fund - Regular Growth
6 Month 7.58% 5.07%
1 Year 10.51% 7.01%
3 Year - 12.61%
5 Year - 11.1%

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH HSBC Balanced Advantage Fund - Regular Growth
1 Year 3.96% 8.49%
3 Year - 9.16%
5 Year - 9.69%

Risk Management

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation - 6.95%
Sharp - 0.77%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH HSBC Balanced Advantage Fund - Regular Growth
Name Siddharth Chaudhary Mahesh A Chhabria
Total AUM ₹7136 Cr ₹15021 Cr
Funds Managed 8 9
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

HSBC Balanced Advantage Fund - Regular Growth

Others 17.49 34.98
Large Cap 73.32 35.51
Mid Cap 5.94 12.01
Small Cap 3.26 17.5

Sector Allocation

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

HSBC Balanced Advantage Fund - Regular Growth

Others 16.31 34.7
Energy 6.41 2.98
Technology 6.31 8.81
Industrials 7.25 7.87
Basic Materials 5.93 1.87
Financial Services 33.76 21.09
Consumer Defensive 7.64 2.37
Healthcare 6.15 6.65
Consumer Cyclical 4.32 7.2
Communication Services 3.87 -
Real Estate 1.03 2.71
Utilities 1.02 3.73

Top Comparisons

SBI PSU Fund - Regular Plan -Growth SBI PSU Fund - Regular Plan -Growth

3Y Returns38.53%

VS

Quant PSU Fund - Regular (G) Quant PSU Fund - Regular (G)

3Y Returns0%

Compare Now

Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option

3Y Returns24.82%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns23.05%

Compare Now

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns28.7%

VS

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns34.79%

Compare Now

Bajaj Finserv Flexi Cap Fund Regular - Growth Bajaj Finserv Flexi Cap Fund Regular - Growth

3Y Returns0%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns23.9%

Compare Now
Add to Cart Successfully