HDFC Balanced Advantage Fund vs HSBC Balanced Advantage Fund compare

Link copied to clipboard!

HDFC Balanced Advantage Fund - Growth Plan

Invest Now

HSBC Balanced Advantage Fund - Regular Growth

Invest Now

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

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
1 Month	4.01%	2.77%
6 Month	-0.95%	-1.4%
1 Year	7.98%	8.54%
3 Year	20.51%	11.81%
5 Year	26.26%	11.96%

Scheme Name	HDFC Balanced Advantage Fund - Growth Plan	HSBC Balanced Advantage Fund - Regular Growth
6 Month	1.72%	0.32%
1 Year	0.61%	0.63%
3 Year	17.09%	10.84%
5 Year	19.8%	9.99%

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%

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	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

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

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