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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs HSBC Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
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) | ₹1278 Cr | ₹1554 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 | 2.76% | 1.06% |
| 6 Month | 10.28% | 9.16% |
| 1 Year | -0.76% | 2.1% |
| 3 Year | - | 11.95% |
| 5 Year | - | 10.07% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.07% | 2.06% |
| 1 Year | 7.19% | 6.93% |
| 3 Year | - | 11.09% |
| 5 Year | - | 10.35% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 3.68% | 8.43% |
| 3 Year | - | 9.25% |
| 5 Year | - | 9.81% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.70% |
| Sharp | - | 0.67% |
| Beta | - | - |
| Alpha | - | - |
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 | 17.17 | 37.09 |
| Large Cap | 72.16 | 46.44 |
| Small Cap | 3.82 | 9.74 |
| Mid Cap | 6.85 | 6.73 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 13.32 | 34.43 |
| Energy | 2.42 | 2.18 |
| Technology | 8 | 6.74 |
| Consumer Cyclical | 11.19 | 6.41 |
| Industrials | 7.36 | 5.91 |
| Basic Materials | 6.5 | 1.03 |
| Consumer Defensive | 9.04 | 6.93 |
| Financial Services | 28.23 | 24.03 |
| Healthcare | 8.41 | 7.36 |
| Communication Services | 1.92 | - |
| Utilities | 1.42 | 3.13 |
| Real Estate | 2.19 | 1.84 |
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