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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) | ₹1286 Cr | ₹1556 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 | 3.61% | 1.08% |
| 6 Month | 5.97% | 4.59% |
| 1 Year | 6.13% | 3.81% |
| 3 Year | - | 11.85% |
| 5 Year | - | 10.09% |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.82% | 1.81% |
| 1 Year | 13.12% | 7.35% |
| 3 Year | - | 10.49% |
| 5 Year | - | 10.16% |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 2.84% | 8.33% |
| 3 Year | - | 9.3% |
| 5 Year | - | 9.9% |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 6.63% |
| Sharp | - | 0.75% |
| Beta | - | 0.84% |
| Alpha | - | 0.73% |
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 | 22.81 | 36.32 |
| Large Cap | 67.05 | 45.15 |
| Small Cap | 2.21 | 10.26 |
| Mid Cap | 7.93 | 8.26 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 19.74 | 33.52 |
| Energy | 2.42 | 2.19 |
| Technology | 8.22 | 5.22 |
| Consumer Cyclical | 7.55 | 7.68 |
| Industrials | 8.08 | 6.94 |
| Basic Materials | 6.78 | 1.07 |
| Consumer Defensive | 7.85 | 7.92 |
| Financial Services | 24.33 | 23.39 |
| Healthcare | 10.79 | 7.05 |
| Communication Services | 2.02 | - |
| Utilities | 0 | 3.25 |
| Real Estate | 2.23 | 1.78 |
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