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Baroda BNP Paribas Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
HSBC Balanced Advantage Fund - Regular Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Fund | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Very High |
| Asset Size (Cr) | ₹1555 Cr | ₹4413 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 07 Feb 2011 | 13 Nov 2018 |
| 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% | 173% |
| Expense Ratio | 2.11 | 1.89 |
| Manager | Mahesh A Chhabria | Miten Vora |
| ISIN Code | INF917K01KY4 | INF955L01HC4 |
| Exits Load | HSBC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Month | 0.47% | -1.04% |
| 6 Month | 4.92% | 7.94% |
| 1 Year | 3% | 5.2% |
| 3 Year | 12.36% | 15.2% |
| 5 Year | 10.53% | 15.39% |
SIP Return Analysis
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 6 Month | 3.59% | 5.64% |
| 1 Year | 6.29% | 10.67% |
| 3 Year | 11.9% | 14.64% |
| 5 Year | 10.78% | 13.8% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| 1 Year | 8.43% | 14.36% |
| 3 Year | 9.25% | 14.5% |
| 5 Year | 9.81% | 15.98% |
Risk Management
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Standard Deviation | 6.75% | 9.80% |
| Sharp | 0.96% | 1.12% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Name | Mahesh A Chhabria | Miten Vora |
| Total AUM | ₹15021 Cr | ₹6478 Cr |
| Funds Managed | 9 | 6 |
| HSBC Balanced Advantage Fund - Regular Growth | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
Market Cap
| Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 34.11 | 31.42 |
| Large Cap | 48.59 | 41.17 |
| Small Cap | 9.61 | 10.48 |
| Mid Cap | 7.69 | 16.93 |
Sector Allocation
| Scheme Name |
HSBC Balanced Advantage Fund - Regular Growth |
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option |
|---|---|---|
| Others | 32.29 | 22.13 |
| Energy | 1.93 | 5.91 |
| Technology | 6.41 | 5.34 |
| Consumer Defensive | 6.81 | 3.63 |
| Consumer Cyclical | 5.76 | 7.53 |
| Industrials | 4.76 | 10.96 |
| Healthcare | 7.85 | 6.78 |
| Basic Materials | 1.27 | 1.37 |
| Financial Services | 27.06 | 26.33 |
| Utilities | 3.78 | 2.32 |
| Real Estate | 2.09 | 2.87 |
| Communication Services | - | 4.82 |
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