- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Balanced Advantage Fund vs Aditya Birla Sun Life Balanced Advantage Fund compare
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
HSBC Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Moderately High |
| Asset Size (Cr) | ₹8034 Cr | ₹1555 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 23 May 2000 | 07 Feb 2011 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 50+50 Moderate TRI | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 240% | 49% |
| Expense Ratio | 1.8 | 2.11 |
| Manager | Lovelish Solanki | Mahesh A Chhabria |
| ISIN Code | INF084M01AB8 | INF917K01KY4 |
| Exits Load | Aditya Birla Sun Life Balanced Advantage Fund - Growth charges 0.25% of sell value; if fund sold before 7 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 | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.49% | 1.02% |
| 6 Month | 7.72% | 3.92% |
| 1 Year | 6.89% | 3.78% |
| 3 Year | 14.65% | 12.98% |
| 5 Year | 14.53% | 10.85% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.1% | 4.29% |
| 1 Year | 12.21% | 6.43% |
| 3 Year | 14.19% | 11.97% |
| 5 Year | 12.93% | 10.77% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.28% | 8.49% |
| 3 Year | 11.48% | 9.16% |
| 5 Year | 11.23% | 9.69% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 6.2% | 6.75% |
| Sharp | 1.24% | 0.96% |
| Beta | 1% | - |
| Alpha | 1.37% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Lovelish Solanki | Mahesh A Chhabria |
| Total AUM | ₹14756 Cr | ₹15021 Cr |
| Funds Managed | 2 | 9 |
| Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | HSBC Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 32.28 | 34.11 |
| Large Cap | 44.2 | 48.59 |
| Mid Cap | 16.78 | 7.69 |
| Small Cap | 6.74 | 9.61 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option |
HSBC Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 24.07 | 32.29 |
| Communication Services | 1.47 | - |
| Energy | 4.86 | 1.93 |
| Industrials | 8.8 | 4.76 |
| Technology | 6.8 | 6.41 |
| Basic Materials | 8.11 | 1.27 |
| Financial Services | 22.19 | 27.06 |
| Consumer Cyclical | 7.45 | 5.76 |
| Healthcare | 5.16 | 7.85 |
| Real Estate | 2.57 | 2.09 |
| Consumer Defensive | 6.2 | 6.81 |
| Utilities | 2.31 | 3.78 |
Top Comparisons
Franklin India Focused Equity Fund - Growth Plan
3Y Returns19.3%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns24.81%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns0%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns19.47%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.5%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.28%
HDFC Corporate Bond Fund - Growth Option
3Y Returns8.06%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.37%
