HDFC Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

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tortoise-icon HDFC Balanced Advantage Fund - Growth Plan

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tortoise-icon HSBC Balanced Advantage Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
Fund HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹89878 Cr ₹1446 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Feb 1994 01 Jan 2013
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 1.36 2.12
Manager Anil Bamboli Mahesh A Chhabria
ISIN Code INF179K01830 INF917K01KY4
Exits Load Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Trailing Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
1 Month 0.8% 0.98%
6 Month 14.14% 10.57%
1 Year 37.88% 23.64%
3 Year 25.15% 11.7%
5 Year 22.06% 11.86%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year 16.09% 8.57%
3 Year 46.46% 21.35%
5 Year 86.54% 33.62%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
1 Year 23.04% 11.08%
3 Year 65.03% 27.05%
5 Year 91.64% 37.8%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 9.4% 5.55%
Sharp 1.72% 0.82%
Beta 0.99% 0.73%
Alpha 11.94% 1.73%

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Fund Managers

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
Name Anil Bamboli Mahesh A Chhabria
Total AUM ₹135442 Cr ₹15021 Cr
Fund Manage 12 9
HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

HSBC Balanced Advantage Fund - Regular Growth

Others 34.85 33.62
Large Cap 51.6 30.99
Small Cap 7.44 16.44
Mid Cap 6.11 18.95

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

HSBC Balanced Advantage Fund - Regular Growth

Others 33.27 2.29
Telecom - Services 2.17 -
Petroleum Products 4.65 -
Electrical Equipment 0.62 -
IT - Software 4.11 -
Pharmaceuticals & Biotechnology 3.16 -
Industrial Manufacturing 1.87 -
Cement & Cement Products 0.13 -
Transport Services 0.15 -
Construction 4.33 6.93
Finance 4.33 -
Ferrous Metals 0.26 -
Consumer Durables 0.45 -
Banks 16.75 -
Diversified FMCG 2.39 -
Non - Ferrous Metals 0.12 -
Realty 1.28 -
Agricultural, Commercial & Construction Vehicles 0.69 -
Leisure Services 0.06 -
Automobiles 2.62 -
Aerospace & Defense 2.96 -
Power 4.33 -
Insurance 0.8 -
Personal Products 0.01 -
Gas 1 -
Entertainment 0.15 -
Agricultural Food & other Products 0.01 -
Diversified Metals 0.28 -
Oil 0.39 -
Food Products 0.12 -
Chemicals & Petrochemicals 0.2 -
Capital Markets 0.08 -
Metals & Minerals Trading 0.09 -
Healthcare Services 0.17 -
Auto Components 0.97 -
Industrial Products 0.27 -
Transport Infrastructure 0.96 -
Consumable Fuels 3.64 -
Financial Technology (Fintech) 0.04 -
Fertilizers & Agrochemicals 0.09 -
Retailing 0.03 -
Sovereign - 11.69
Energy - 6.84
Services - 7.59
Technology - 3.94
Financial - 33.15
Healthcare - 7.24
Consumer Staples - 4.63
Automobile - 1.22
Materials - 3.09
Chemicals - 1.32
Capital Goods - 4.76
Communication - 2.74
Consumer Discretionary - 1.12
Textiles - 0.48
Metals & Mining - 0.97

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