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HDFC Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare
HDFC Balanced Advantage Fund Regular Growth
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Moderately High |
| Asset Size (Cr) | ₹103041 Cr | ₹1556 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2000 | 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 | 21.38% | 49% |
| Expense Ratio | 1.35 | 2.11 |
| Manager | Anil Bamboli | Mahesh A Chhabria |
| ISIN Code | INF179K01830 | INF917K01KY4 |
| Exits Load | HDFC Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.01% | 1.08% |
| 6 Month | 5.65% | 4.59% |
| 1 Year | 6.1% | 3.81% |
| 3 Year | 18.4% | 11.85% |
| 5 Year | 23.78% | 10.09% |
SIP Return Analysis
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.04% | 1.81% |
| 1 Year | 11.81% | 7.35% |
| 3 Year | 15.26% | 10.49% |
| 5 Year | 17.84% | 10.16% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.32% | 8.33% |
| 3 Year | 16.26% | 9.3% |
| 5 Year | 15.12% | 9.9% |
Risk Management
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.75% | 6.63% |
| Sharp | 1.26% | 0.75% |
| Beta | 1.16% | 0.84% |
| Alpha | 5.14% | 0.73% |
Fund Managers
| Scheme Name | HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Anil Bamboli | Mahesh A Chhabria |
| Total AUM | ₹135442 Cr | ₹15021 Cr |
| Funds Managed | 12 | 9 |
| HDFC Balanced Advantage Fund Regular Growth | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 34.5 | 36.32 |
| Large Cap | 52.86 | 45.15 |
| Small Cap | 5.81 | 10.26 |
| Mid Cap | 6.83 | 8.26 |
Sector Allocation
| Scheme Name |
HDFC Balanced Advantage Fund Regular Growth |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 31.65 | 33.52 |
| Communication Services | 3.42 | - |
| Energy | 7.23 | 2.19 |
| Technology | 5.36 | 5.22 |
| Industrials | 7.96 | 6.94 |
| Consumer Defensive | 2.64 | 7.92 |
| Financial Services | 22.86 | 23.39 |
| Basic Materials | 2.31 | 1.07 |
| Consumer Cyclical | 6.76 | 7.68 |
| Healthcare | 4.04 | 7.05 |
| Real Estate | 1.55 | 1.78 |
| Utilities | 4.21 | 3.25 |
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