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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 Moderately High
Asset Size (Cr) ₹94251 Cr ₹1504 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 - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
1 Month 2.59% 1.91%
6 Month 0.05% -0.54%
1 Year 7.77% 6.93%
3 Year 20.09% 11.07%
5 Year 25.54% 11.84%

SIP Return Analysis

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
6 Month 2.19% 0.95%
1 Year 1.49% 1.73%
3 Year 18.39% 11.6%
5 Year 20.82% 10.46%

Rolling Lumpsum Returns

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
1 Year 18.17% 8.61%
3 Year 15.89% 9.03%
5 Year 14.91% 9.29%

Risk Management

Scheme Name HDFC Balanced Advantage Fund - Growth Plan HSBC Balanced Advantage Fund - Regular Growth
Standard Deviation 9.701% 6.954%
Sharp 1.207% 0.453%
Beta - -
Alpha - -

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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
Funds Managed 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 45.54 34.98
Large Cap 52.58 35.51
Small Cap 6.1 17.5
Mid Cap 6.45 12.01

Sector Allocation

Scheme Name

HDFC Balanced Advantage Fund - Growth Plan

HSBC Balanced Advantage Fund - Regular Growth

Others 43.92 34.7
Communication Services 2.71 -
Energy 7.4 2.98
Technology 5.37 8.81
Industrials 8.87 7.87
Basic Materials 2 1.87
Financial Services 22.36 21.09
Consumer Cyclical 5.5 7.2
Consumer Defensive 2.65 2.37
Real Estate 1.44 2.71
Healthcare 4.17 6.65
Utilities 4.3 3.73

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