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) | ₹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 | - | - |
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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 |
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